Treatment plans

Stay compliant. Save time. Deliver better care.

With Upheal's Golden Thread features, you can auto-generate insurance-ready notes and treatment plans that connect into one continuous narrative of medical necessity.

Smarter workflows, from intake to notes

Auto-connect intake forms, treatment plans, and session notes into one seamless flow, and clearly visualize client progress over time.

Built to meet payer standards

Templates are grounded in top payer documentation criteria, helping you reduce audit flags and denials.

You stay in control

Adapt to your clinical style. Over 170+ modalities supported, you guide treatment planning, our AI just helps you build faster.

How Golden Thread works

1.

Generate a Case Snapshot

Select past intake forms or session notes to instantly create a personalized overview of your client’s needs, history, and context.

• Upload PDFs or manually enter case snapshots to kickstart your plan (coming soon).
2.

Review & customize your Treatment Plan

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.

• Treatment Plans that automatically update as your client progresses (coming soon).
3.

Auto-sync into progress notes

Session notes update in real time to reflect your treatment goals, helping you clearly demonstrate medical necessity and progress without extra work.

Why therapists use Golden Thread

Insurance-compliant by design

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.

Ready to start documenting with confidence?

Try Golden Thread and experience how fast, flexible, and audit-ready documentation can be — starting today.