CopyDenial appeal
A draft appeal written in the payer's language.
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Start my day
Before the first session, there is always the question: what am I forgetting? Your Assistant answers it with one brief instead of making you inspect the entire practice dashboard like an anxious air-traffic controller.
Ask your Assistant
Give me a practical start-of-day brief. Show today's sessions, anything I need to prep for, unsigned or overdue notes, missing intake items, urgent billing or scheduling issues, and other tasks that genuinely need my attention today.
Give me a practical start-of-day brief. Show today's sessions, anything I need to prep for, unsigned or overdue notes, missing intake items, urgent billing or scheduling issues, and other tasks that genuinely need my attention today.
See it work
Upheal Assistant
Example
Start my day
Alex · Tue 2:00 PM · Session 14
Today:
- 5 sessions scheduled; 1 starts in 35 minutes.
- 2 unsigned notes are more than 7 days old.
- 1 new client is missing a required intake measure.
- 1 claim was rejected overnight for a subscriber ID mismatch.
The oldest unsigned note is the most time-sensitive item before your first session.
Fictional example · No real client data.
How it works
It checks the practice
Today's schedule, unsigned notes, intake gaps, billing exceptions, client messages, and other pending work are reviewed.
It prioritizes the list
See what needs attention now, what can wait, and what is informational.
You start with the right thing
One short operating brief. Fewer tabs. Less ambient dread.
Your most popular FAQs
What is in the Start my day brief?
Unsigned notes, gaps in the book, pending items and anything time-sensitive, in one short brief before your first session.
When does it run?
Ask for it when you sit down. It reads the current state of your practice in Upheal at that moment.
Does it act on anything?
No. It tells you what needs attention; you pick what to do. Other jobs, such as Unsigned notes or Quick booking, handle the follow-through.
Does it run automatically?
Not by default; ask for it when you sit down. If you want the billing side every morning without asking, Billing wrap-up runs on its own daily.
More jobs like this
Your practice just gained a colleague.
Every job on this page is free to try today. Bring your calendar, your notes, and the admin you're tired of doing alone.
100% HIPAA compliant
Nothing leaves your EHR
Never used to train models