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Check-in message

You want to check in. You do not want to spend twelve minutes deciding whether 'thinking of you' sounds warm, weird, or like a boundary problem. Your Assistant drafts the nudge in your voice.

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Draft a client check-in message in your own voice

Draft a short check-in message I can review and send to this client between sessions. Keep it warm but boundaried, reflect the specific reason for reaching out, and do not introduce new clinical advice or promises.

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Example

Check-in message

Alex · Tue 2:00 PM · Session 14

Hi Alex, I wanted to check in after our last session and see how the conversation at work went. No need to send details by message if you would rather save it for session. We can pick it up when we meet next.

Fictional example · No real client data.

How it works

Reads from

Session transcripts

Progress notes

Client profile & intake

Can do

Draft a message

You tell it why you are reaching out

Missed session, difficult week, follow-up, homework, scheduling , give it the context for the message.

It keeps the tone human

Warm, brief, boundaried language without turning the portal into a greeting-card aisle.

You review and send

You decide what is appropriate to share and when the message is ready to go.

Your most popular FAQs

What does the check-in message draw on?

The client's recent sessions and your own writing style, so the nudge sounds like you and refers to something real rather than a generic thinking-of-you.

Does it send the message?

No. It drafts it for your review. You edit, approve and send it through Upheal's client messaging, or copy it elsewhere.

Can I set the tone?

Yes. Ask for warmer, briefer, more boundaried, or a specific purpose such as a reminder about homework, and it redrafts.

What is a good reason to send a check-in?

A hard session, a long gap, a client who went quiet, or homework you want to reinforce. The message works best when it refers to something specific, which is why it draws on the recent sessions.

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