CopyDenial appeal
A draft appeal written in the payer's language.
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Open threads
Clients remember the sentence you said you would come back to. Your brain, meanwhile, is carrying twenty-seven other tabs. Your Assistant finds the unfinished threads from the last session before one disappears from the radar.
Ask your Assistant
What did we leave unfinished last session? Pull out topics we ran out of time on, questions I said we would return to, homework or follow-up I agreed to check, and anything the client explicitly asked not to lose track of.
What did we leave unfinished last session? Pull out topics we ran out of time on, questions I said we would return to, homework or follow-up I agreed to check, and anything the client explicitly asked not to lose track of.
See it work
Upheal Assistant
Example
Open threads
Alex · Tue 2:00 PM · Session 14
- Alex asked to return to the conversation about their sister after time ran out.
- You agreed to review whether the evening wind-down plan helped with sleep.
- The client mentioned an upcoming performance review but did not discuss it further.
No other explicit follow-up commitments were documented.
Fictional example · No real client data.
How it works
It looks for loose ends
Topics cut short, promised follow-ups, unfinished exercises, homework, and anything explicitly parked for later.
It puts the important ones first
See which threads are most clinically relevant instead of getting a transcript-shaped dump.
You walk back in remembering
Use the list as-is or ask for an opening question that picks the work back up naturally.
Your most popular FAQs
What counts as an open thread?
Topics cut short, follow-ups you promised, unfinished exercises, homework you assigned, and anything explicitly parked for later. The job scans the last session for these and lists them before they disappear from your radar.
How does it decide what to put first?
It ranks the threads by clinical relevance, so the item the client is most likely to expect you to return to sits at the top, rather than handing you a transcript-shaped dump.
Does it read only the last session?
By default it looks at the most recent session with the client. Ask it to look further back if you want threads that have been open for several sessions.
How do I use the list before a session?
Read it alongside your session prep and pick the one or two threads you intend to return to; the rest can wait. It is a menu, not a to-do list.
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