CopyDenial appeal
A draft appeal written in the payer's language.
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Reschedule
Your client needs Friday at 2. Your calendar does not need a ceremonial opening. Tell your Assistant the change and let the logistics be logistics.
Ask your Assistant
Move this client's appointment to Friday at 2:00 PM if that slot is available. Preserve the appointment type and duration, tell me if there is a conflict, and show me the change before it is finalized if approval is required.
Move this client's appointment to Friday at 2:00 PM if that slot is available. Preserve the appointment type and duration, tell me if there is a conflict, and show me the change before it is finalized if approval is required.
See it work
Upheal Assistant
Example
Reschedule
Alex · Tue 2:00 PM · Session 14
Friday at 2:00 PM is open for the same 53-minute virtual appointment type.
Proposed change:
From: Tuesday, 2:00 PM
To: Friday, 2:00 PM
Ready to update the appointment.
Fictional example · No real client data.
How it works
You say what needs to move
Name the client, the appointment, and the new time you want.
It checks the calendar
Availability and scheduling conflicts are handled before the move is made.
You get the updated appointment
Confirm the change and move on with your day instead of doing six clicks for one calendar event.
Your most popular FAQs
How do I reschedule a session with the Assistant?
Tell it in plain words, for example: move Jordan's Friday session to Tuesday at 2. It proposes the calendar change and the client notification for you to confirm.
Does anything move before I approve?
No. The Assistant proposes the change; you confirm it. Nothing changes in your calendar or reaches the client until you do.
Is it safe to let an AI assistant handle scheduling and client communication?
The questions to ask of any AI scheduling tool are where the data goes, who reviews the message, and what it can do unasked. In Upheal the answers are: it stays inside your HIPAA-compliant EHR, you review every message, and it does nothing until you approve it.
What does the client receive?
Your usual Upheal notification for a changed appointment, once you confirm the new time. If you want a personal note to go with it, ask for a message draft and review it first.
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