Wrap up

You are allowed to leave work. Before you do, your Assistant checks the loose ends that otherwise follow you home as vague psychic residue.

Practice admin

EHR plan

Runs on its own:

Whenever you ask

Ask your Assistant

Wrap up: close the loose ends before you log off

Help me close out the workday. Show me unsigned notes, unfinished follow-ups, billing or scheduling issues, and anything else I said I would do today, then separate what needs to happen now from what can safely wait until tomorrow.

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Upheal Assistant

Example

Wrap up

Alex · Tue 2:00 PM · Session 14

Before you log off:

2 notes are still unsigned.
1 client follow-up you planned today has not been sent.
1 claim rejection needs a demographic correction.

Can wait until tomorrow: 3 routine scheduling gaps for next week.

Fictional example · No real client data.

How it works

Reads from

Progress notes

Calendar

Invoices & payments

Can do

Summarize

List what's open

It scans the day

Unsigned notes, unsent follow-ups, billing exceptions, scheduling gaps, and other pending items are gathered.

It separates today from tomorrow

See what truly needs closure before you log off and what can wait without consequences.

You close the loop and leave

Finish the short list, park the rest, and stop donating your evening to administrative opportunity cost.

Your most popular FAQs

What does Wrap up check?

The day's loose ends: unsigned notes, unanswered messages and pending items, so nothing follows you home as vague psychic residue.

Does it close the items for me?

No. It lists them. Handle what needs a clinician tonight and leave the rest for Start my day tomorrow.

How is it different from Start my day?

Same practice state, opposite moment. Wrap up is for leaving with a clear list; Start my day is for arriving with one.

Does it send anything on my behalf?

No. It lists what is open. Replying to a message or signing a note is still you, and any draft it offers is reviewed before it goes anywhere.

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