Hand it to your Assistant.

Every job is one sentence to your Assistant. It already has your chart, your calendar, and your claims, because the EHR is built in. No pasting, no de-identifying, and nothing changes without you.

100% HIPAA compliant
Nothing leaves your EHR
Never used to train models

All the jobs your Assistant can do

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Denial appeal

A draft appeal written in the payer's language.

Claims

Client profile & intake

Progress notes

Billing

Session prep

A focused brief pulled from the full session history, not just the last note. Runs automatically 10 minutes before every scheduled session.

Session transcripts

Progress notes

Treatment plan

Client portal

Sessions

Sick day

Every session moved and every client told, from one sentence.

Calendar

Client profile & intake

Practice admin

Alignment check

A check against what the client asked for.

Treatment plan

Session transcripts

Progress notes

Grow as a clinician

Assessment summary

The relevant findings, routed to where they matter.

Uploaded documents

Notes & paperwork

Better questions

A second take on your questions, not your client.

Session transcripts

Grow as a clinician

Billing wrap-up

See what clients still owe and what needs your attention.

Invoices & payments

All clients

Billing

Biopsychosocial summary

History captured without retyping.

Uploaded documents

Notes & paperwork

Blind spots

An outside perspective on demand.

Session transcripts

Progress notes

Treatment plan

Grow as a clinician

Bullets to progress note

A structured, insurance-ready note from your shorthand.

Your draft

Notes & paperwork

Chart summary

The whole story in one document, ready for a transfer or review.

Client profile & intake

Progress notes

Treatment plan

Notes & paperwork

Check-in message

A caring nudge in your voice, ready to review.

Session transcripts

Progress notes

Client profile & intake

Sessions

Claim watch

Denials, rejections, and stalls, surfaced before they age.

Claims

Billing

Coping cheat sheet

One page of every tool you have given them.

Session transcripts

Progress notes

Sessions

Discharge summary

A discharge note built from the whole treatment arc.

Client profile & intake

Progress notes

Treatment plan

Notes & paperwork

Form filler

Every field mapped to evidence you already have.

Uploaded documents

Client profile & intake

Notes & paperwork

Gaps in the book

Gaps in the book before they become gaps in care.

Calendar

All clients

Progress notes

Practice admin

Intake status

One question instead of a click-hunt.

Client portal

Client profile & intake

Practice admin

Intervention ideas

Interventions grounded in what has worked with this client.

Treatment plan

Session transcripts

Progress notes

Sessions

Journal prompts

Prompts that continue the session's work.

Session transcripts

Treatment plan

Sessions

Medical necessity letter

An insurance-ready case for continued care.

Client profile & intake

Treatment plan

Progress notes

Billing

Medical necessity note

Documentation that holds up with insurers.

Progress notes

Notes & paperwork

Metaphor maker

A fresh way in when the direct route stalls.

Session transcripts

Progress notes

Sessions

Missing forms

Missing paperwork, caught before the first session.

Client portal

Client profile & intake

Practice admin

No-show follow-up

The awkward message, drafted with the right tone.

Calendar

Client profile & intake

Sessions

Note compliance check

Gaps flagged before they become audit findings.

Progress notes

Notes & paperwork

Open threads

The threads your client will notice if you drop them.

Session transcripts

Progress notes

Sessions

Outstanding balances

The awkward list, assembled for you.

Invoices & payments

All clients

Billing

Pacing feedback

Feedback on your pacing from your own sessions.

Session transcripts

Grow as a clinician

Plain language

A note a client or auditor can read.

Progress notes

Notes & paperwork

Plan review

An honest read on whether the plan still fits.

Treatment plan

Session transcripts

Progress notes

Treatment plans

Pre-billing check

Clean claims start with clean notes.

Progress notes

Claims

Calendar

Billing

Progress in plain words

Progress they can see, in words they'll understand.

Progress notes

Treatment plan

Session transcripts

Sessions

Progress report

Six sessions distilled into a report a referrer can use.

Session transcripts

Progress notes

Treatment plan

Notes & paperwork

Quality drift

A checkup on your own documentation habits.

Progress notes

Grow as a clinician

Quick booking

Booked without opening the calendar.

Calendar

Client profile & intake

Practice admin

Quick prep

Thirty seconds of prep when that's all you have.

Progress notes

Session transcripts

Sessions

Records request

The records request drafted and ready to send.

Client profile & intake

Your draft

Practice admin

Recurring patterns

Longitudinal patterns no single session reveals.

Session transcripts

Progress notes

Sessions

Referral letter

A letter grounded in the full chart, not memory.

Client profile & intake

Treatment plan

Notes & paperwork

Referral read

A first-session plan from any uploaded document.

Uploaded documents

Notes & paperwork

Reschedule

Calendar changes in one sentence.

Calendar

Practice admin

Save a template

Your best output, reusable next time.

Progress notes

Your draft

Practice admin

Send an invoice

An invoice drafted, sent, and tracked.

Invoices & payments

Client profile & intake

Billing

Shorter note

A leaner note that still stands up to an audit.

Progress notes

Notes & paperwork

Show the evidence

The research behind the recommendation, cited.

Published research

Client profile & intake

Grow as a clinician

Since last time

Portal messages, forms, and notes since you last met, in one glance.

Client portal

Progress notes

Treatment plan

Sessions

Start my day

Unsigned notes, gaps, and pending items in one brief.

Calendar

Progress notes

Client portal

Invoices & payments

Practice admin

Superbill

A superbill in seconds, not a form in ten minutes.

Invoices & payments

Client profile & intake

Billing

Supervision notes

Supervision documentation without the Sunday backlog.

Session transcripts

Your draft

Grow as a clinician

Supervision prep

The themes and questions worth bringing.

Session transcripts

Progress notes

Treatment plan

Grow as a clinician

Supervisor mode

Structured feedback between supervisions.

Session transcripts

Progress notes

Grow as a clinician

Therapeutic alliance

A read on the relationship, grounded in observed sessions.

Session transcripts

Progress notes

Grow as a clinician

Tone shift

The same content in the register you need.

Progress notes

Your draft

Notes & paperwork

Unsigned notes

The signature backlog, in one place.

Progress notes

All clients

Practice admin

Update treatment goals

A living plan, with every change approved by you.

Session transcripts

Treatment plan

Treatment plans

Wrap up

Loose ends closed before you leave.

Progress notes

Calendar

Invoices & payments

Practice admin

Your practice just gained a colleague.

Every job on this page is free to try today. Bring your calendar, your notes, and the admin you're tired of doing alone.

Start free with Upheal
100% HIPAA compliant
Nothing leaves your EHR
Never used to train models