Golden Thread: AI-powered treatment planning

We're excited to introduce Golden Thread, our comprehensive AI treatment planning system that creates seamless connections between assessments, treatment plans, and progress notes. This feature addresses one of healthcare's most persistent challenges: achieving the "golden thread" standard of integrated documentation that payors demand but clinicians struggle to maintain.

What can you do with Golden Thread?

• Generate insurance-compliant treatment plans directly from intake and therapy sessions
• Automatically reference treatment goals in your progress notes
• Create living documents that evolve with client progress
• Maintain therapeutic continuity while reducing documentation time
• Build defensible medical necessity into every note

Golden Thread analyzes your sessions to identify treatment priorities, suggest evidence-based interventions, and create plans that guide your ongoing work. Your progress notes now automatically connect to specific client goals, creating clear therapeutic narratives that insurance companies understand.

The system works with SOAP notes, Enhanced SOAP notes, and Upheal's native template, with support for all templates coming soon. Simply select up to three sessions to generate a comprehensive case snapshot, review and refine your AI-generated treatment plan, then watch as your ongoing notes automatically reference relevant goals.

Golden Thread is available now on Premium plans. Create your first treatment plan by opening any client profile and selecting "New Treatment Plan."