Auto-connect intake forms, treatment plans, and session notes into one seamless flow. Link your assessment to every progress note automatically.
Templates meet top payer documentation criteria to reduce audit flags and denials. Compliance Checker flags gaps before you submit.
Adapt to your clinical style. Over 70+ modalities supported. You guide treatment planning, Upheal's AI assistant helps you build faster. Ask it for a treatment plan review, to update treatment goals, or to check alignment with your client's goals.
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.
The Golden Thread is the continuous, documented connection between a client's diagnosis, treatment plan goals, and session-by-session progress notes. Payers and auditors look for this thread to confirm medical necessity.
Upheal's AI-native EHR maintains the Golden Thread automatically by linking treatment plan goals to progress notes after every session.
Treatment plans with Golden Thread come with every paid plan: AI Notes ($39/month), Pay-as-you-go ($1/session) and EHR Pro ($99/month). No add-on fee.
Upheal generates treatment plans automatically from your session notes and transcripts, so you can be sure they're accurate. Select previous notes or intake data, and Upheal creates a personalised plan with SMART goals, objectives, and interventions. Plans can be customised across 70+ modalities.
Yes. Upheal supports 70+ modalities including CBT, DBT, ACT, psychodynamic, and trauma-focused therapy. Treatment plan templates and progress notes adapt to your clinical approach.
Yes. Templates are built by compliance experts and reviewed against top payer documentation criteria to support medical necessity and reduce audit risk. Upheal's Compliance Checker flags documentation gaps before you submit.
Treatment plans, AI notes, scheduling, and client messaging in one platform. Plans from $39/month.
