Therapy Scheduling Software Built Into Your EHR

Q: Is Upheal scheduling HIPAA compliant?

Yes. Upheal scheduling is fully HIPAA compliant. All client booking data and communications are processed securely within the platform. Upheal is SOC 2 Type II certified. You can review Upheal's full compliance details on the privacy and compliance page.

One central calendar

Connect your personal calendars, Google Calendar, and other platforms like Alma and Headway via real-time sync so all your sessions live in one place. No more switching tabs to check availability or accidental double-bookings. Upheal Assistant can also spot gaps in your book before they become gaps in care.

Customize appointment types

Set up appointment types with your preferred duration, buffer time, and location. Ready-made options are there if you want them. Full customization is there if you need it.

Availability: weekly hours and locations

Set your hours once

Set your weekly hours, time zone and up to 10 locations once, then apply them to every service. Clients pick in-person, video or phone when they book, and each session carries the right address or link, place of service and modifier. In group practices, admins set practice-wide schedules and providers keep their own hours.

Client self-scheduling

Share your booking link and let clients schedule based on your real availability. One link covers every location: clients pick in-person, video or phone as they book. Clients do everything through the Client Portal. Block off time, hide unavailable slots, and let automated reminders handle the follow-ups.

Book Telehealth sessions

Schedule virtual sessions using Upheal’s built-in telehealth or your own video link. Past session notes and treatment plans are right there in your calendar when you need them.

Your scheduling on auto-pilot

No more playing receptionist. Upheal AI Assistant can help you reschedule, book a client's next session, move a recurring session, clear your calendar for a sick day, notify clients with personalized messages, and send booking links. Nothing goes out without your approval.

Your most popular FAQs

Is Upheal scheduling HIPAA compliant?

Yes. Upheal scheduling is fully HIPAA compliant. All client booking data and communications are processed securely within the platform. Upheal is SOC 2 Type II certified.

You can review Upheal's full compliance details on the privacy and compliance page.

Can I schedule telehealth sessions in Upheal?

Yes. Upheal includes built-in HIPAA-compliant telehealth. You can also use your own video link if you prefer to keep your existing setup.

Does Upheal have client self-scheduling?

Yes. Share one booking link and clients book from your real availability through the Client Portal. Set your hours once per availability and apply them to every service you offer. When a service has more than one location, clients choose in-person, video or phone as they book. Upheal also sends automated email reminders to reduce no-shows.

What calendars does Upheal sync with?

Upheal syncs with Google Calendar and other platforms including Alma and Headway via real-time sync, so all your sessions appear in one central view.

Does Upheal send appointment reminders?

Upheal sends automated email reminders for upcoming appointments. You can also use Upheal Assistant to send personalised messages to clients directly.

Can clients choose in-person or telehealth when they book?

Yes. Add up to 10 locations to an availability: in-person offices, video or phone. When a service has more than one location, clients pick where to meet as they book. The session then carries that location's address or video link, plus the matching place of service and modifier for insurance claims.

You didn’t get licensed to manage a calendar