CopyDenial appeal
A draft appeal written in the payer's language.
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Alignment check
Treatment has a sneaky way of becoming about the thing currently on fire. Your Assistant checks the recent work against what the client originally wanted help with and what is in the treatment plan.
Ask your Assistant
Is treatment still aligned with the client's goals?
Check whether my recent work is still aligned with what this client said they wanted from therapy. Compare the stated goals with what we are spending time on, and flag any drift, mismatch, or goal that may need revisiting.
See it work
Upheal Assistant
Example
Alignment check
Alex · Tue 2:00 PM · Session 14
Overall: Mostly aligned, with one area of drift.
The client's stated goals remain improved sleep, reduced work anxiety, and more direct communication. Recent sessions have focused heavily on family conflict. That work is relevant, but the sleep goal has not been addressed in four sessions and may be worth revisiting explicitly.
Fictional example · No real client data.
How it works
It reads the stated goals
Presenting concerns, treatment goals, and the client's own language about what matters are pulled together.
It compares them with the actual sessions
See where the work is aligned, where priorities have shifted, and where a goal has fallen off the map.
You decide whether to recalibrate
Sometimes drift is clinically right. Sometimes it is drift. Now you can tell the difference faster.
Your most popular FAQs
What does Alignment check compare?
The client's presenting concerns, treatment goals and their own words about what matters, against what has actually happened in recent sessions. It shows where the work is aligned, where priorities have shifted, and where a goal has fallen off the map.
Is this the same as a treatment plan review?
Related but narrower. A plan review asks whether the plan still fits. Alignment check asks whether the sessions are serving what the client came for, which sometimes reveals drift before the plan itself looks wrong.
When should I run it?
Before a treatment plan review, when a case feels like it has become about the thing currently on fire, or every few sessions as a habit. It takes a minute and the output is short.
What if the client's goals have changed?
Then that is the finding. It shows where the sessions have moved away from the original goals, and you decide whether the goals should catch up with the work or the work should return to the goals. Update treatment goals is the next job for that.
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