Intake & Scheduling
Client portal
Every "how do I reschedule?" or "can you resend that form?" is a minute you're not doing clinical work. Give clients a self-serve space to handle it themselves, so you can get back to what you trained for.
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 client portal is a secure, private space where clients can manage everything related to their care — scheduling appointments, completing intake forms, accessing session summaries, and joining telehealth sessions. Instead of emailing their therapist for every request, clients handle it themselves.
Yes. Upheal's client portal is HIPAA compliant by design and built specifically for use in mental health practices. Clinical data is protected and never used to train models without consent.
Online scheduling, intake and consent forms, and secure document sharing. Upheal's Client Portal also includes telehealth access, session history, and shared summaries, with secure messaging and billing coming soon.
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.
The first AI-assisted platform for mental health professionals with therapy notes and analytics.
