Golden Thread documentation
Stay compliant. Save time. Deliver better care.
With Upheal's Golden Thread features, you can auto-generate insurance-ready notes and treatment plans that connect into one continuous narrative of medical necessity.
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With Upheal's Golden Thread features, you can auto-generate insurance-ready notes and treatment plans that connect into one continuous narrative of medical necessity.
Auto-connect intake forms, treatment plans, and session notes into one seamless flow, and clearly visualize client progress over time.
Templates are grounded in top payer documentation criteria, helping you reduce audit flags and denials.
Adapt to your clinical style. Over 70+ modalities supported (and growing), you guide treatment planning, our AI just helps you build faster.
Select past intake forms or session notes to instantly create a personalized overview of your client’s needs, history, and context.
Edit goals, objectives, and interventions in just a few clicks. Fine-tune the plan to your clinical approach — with no rigid templates holding you back.
Session notes update in real time to reflect your treatment goals, helping you clearly demonstrate medical necessity and progress without extra work.
Golden Thread is built by compliance experts and reviewed against top payer guidelines, so that you can be confident that your documentation holds up without second-guessing your notes. Reduce audit risk and streamline your workflow, worry-free.
Try Golden Thread and experience how fast, flexible, and audit-ready documentation can be — starting today.
