Practice management
The client portal without the login screen.
Clients get a secure magic link in their inbox to schedule, complete forms, and join sessions. No account setup, no admin back-and-forth.
There are no passwords for clients to remember. Access is handled through a secure, one-time link.
Clients receive a secure link automatically through email whenever you send a form, confirm a session, or share a summary.
The Upheal client app is native on iOS and Android, so clients join sessions and access their portal without fighting a mobile browser.
A secure, private space where clients manage scheduling, forms, session summaries, telehealth sessions, and messages from their therapist and practice announcements, through a single secure magic link.
Yes. Upheal's client portal is HIPAA compliant by design and built specifically for use in mental health practices. All clinical data is protected and never used to train AI models without consent.
Online scheduling, intake and consent forms, and secure document sharing. Upheal's Client Portal also includes telehealth access, session history, shared summaries, and messages from your therapist and practice announcements. All portal features are part of Upheal's EHR plans. No extra add-on required.
Yes. Clients can reschedule or cancel directly through the portal based on your live availability, with no phone call or email required. You set the rules — your availability, cancellation window, and buffer times — and clients work within them. Your calendar updates automatically, and you never have to field a "can we move Tuesday?" text again.
Yes. Clients access the portal through a secure, one-time link — no username, no password, no account setup required. The link is sent automatically whenever you share a form, confirm a session, or send a summary. If they can open an email, they're in. This removes the single biggest barrier to client adoption: the login screen.
Only what you share with them. Session history, upcoming appointments, forms, and any summaries you've chosen to share. Your clinical notes stay private.
Treatment plans, AI notes, scheduling, and client messaging in one platform.
