CopyDenial appeal
A draft appeal written in the payer's language.
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Bullets to progress note
Your shorthand made perfect sense when you wrote it. Twelve hours later, less so. Give your Assistant the fragments and get back a structured progress-note draft instead of spending your evening translating yourself into documentation.
Ask your Assistant
Turn these rough session bullets into a structured progress note. Keep it grounded in what I provided, connect symptoms, impairment, interventions, response, progress, and plan where supported, and leave out anything you would have to guess.
Turn these rough session bullets into a structured progress note. Keep it grounded in what I provided, connect symptoms, impairment, interventions, response, progress, and plan where supported, and leave out anything you would have to guess.
See it work
Upheal Assistant
Example
Bullets to progress note
Alex · Tue 2:00 PM · Session 14
Draft progress note:
Client reported increased work-related anxiety and avoidance of email following feedback from their supervisor. Therapist explored feared outcomes, identified an all-or-nothing prediction, and rehearsed a brief assertive response. Client generated an alternative statement and reported feeling more prepared to address the issue. Plan is to attempt the conversation before next session and review the outcome.
Fictional example · No real client data.
How it works
You give it the scraps
Bullets, fragments, interventions, quotes, symptoms, homework, half-sentences. The things currently living in your notebook, your brain, or somewhere worse.
It builds the clinical thread
Your Assistant organizes the material into coherent documentation and connects symptoms, interventions, response, progress, and plan where the source supports it.
You stay the clinician of record
Review it, edit it, sign it. The goal is less typing, not less judgment.
Your most popular FAQs
How do you write a progress note?
Record what the client presented, what you observed, the intervention you used, how the client responded, and the plan for next time, in the format your setting expects, such as SOAP, DAP or BIRP. Keep it factual, tied to the treatment plan, and signed.
SOAP, DAP or BIRP: which progress note format should I use?
Whichever your payer, agency or group practice expects. SOAP separates subjective and objective data; DAP is shorter and common in private practice; BIRP foregrounds behavior and intervention. The content requirements are similar; the structure differs.
How does Upheal Assistant turn bullets into a note?
Give it your shorthand fragments and it returns a structured, insurance-ready draft in your chosen format. You review, edit and sign; nothing is filed until you do.
Can it use my own note format?
Tell it the format and the section headings you use and it follows them. If you have saved a structure with Save a template, name it and it applies that.
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