CopyDenial appeal
A draft appeal written in the payer's language.
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Session prep
Ten minutes before your next session, your Assistant reads the chart so you do not have to do the pre-session scroll of shame. You get a short brief on what matters, what carried over, and what you said you would come back to.
Ask your Assistant
Before each session, prepare a brief on this client so I can walk in oriented instead of scrolling. Read the full relevant history, pull forward unresolved threads, homework, goal progress, new portal activity, and risk changes, then give me three priorities and a suggested opener.
Before each session, prepare a brief on this client so I can walk in oriented instead of scrolling. Read the full relevant history, pull forward unresolved threads, homework, goal progress, new portal activity, and risk changes, then give me three priorities and a suggested opener.
See it work
Session prep is waiting on your Home screen before every session. One click opens the full brief in the Assistant.
1On Home, before the session
Good afternoon, Alex
Next session
AAlex in 10 minTue 2:00 PM · Session 14 · Virtual
Session prep
- Under five hours of sleep three nights last week.
- The conversation about their sister ran out of time.
- Goal 2 has not come up in four sessions.
2In the Assistant, one click later
Upheal Assistant
Example
Session prep
Alex · Tue 2:00 PM · Session 14
1. Sleep. Alex reported three nights under five hours last week; you agreed to review the wind-down routine. No PHQ-9 since 12 Aug.
2. Open thread. The conversation about their sister ran out of time last session. Alex asked to “come back to it.”
3. Plan. Goal 2, assertiveness at work, has not been touched in four sessions.
Risk: no change since last screening.
Suggested opener: Last time we ran out of time on the conversation with your sister. Want to start there?
Fictional example · No real client data.
How it works
It runs before your session
Ten minutes before every scheduled session, or the moment you ask. Nothing to remember.
It reads the whole history
Recent notes, the treatment plan, portal updates, measures, open threads, and risk changes , not just whatever happened last Tuesday.
You get the useful part
Three focus points and an opener. Enough to walk in oriented without rereading the chart like there will be a quiz.
Your most popular FAQs
When does Session prep run?
Automatically, ten minutes before every scheduled session, so the brief is waiting when you open Upheal. You can also ask for it on demand.
What goes into the brief?
The full session history, not just the last note: what matters now, what carried over, and what you said you would come back to. It reads the chart so you do not have to do the pre-session scroll.
Can I turn it off?
Yes. The job runs on its own by default; you can pause it and ask for the brief manually when you want it instead.
Does it change anything in the chart?
No. Session prep only reads. It writes the brief for you; nothing in the chart, plan or calendar is touched.
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