Recent updates
See the latest product updates and improvements to Upheal.
See the latest product updates and improvements to Upheal.
We're thrilled to introduce Compliance Checker: our answer to the documentation uncertainty that's plaguing private practice. It helps spot missing elements in your notes based on real payer standards, so that you can be audit-ready at all times.
This isn't another template system that forces your unique clinical voice into rigid boxes. Instead, Compliance Checker analyzes your existing documentation approach and identifies specific gaps that could trigger claim reviews. It examines treatment necessity justification, progress measurement, risk assessment completeness, and diagnostic consistency — the four pillars that determine whether your notes will survive automated review systems.
Here's our Senior Clinical Product Lead, Jeff Kashou, talking through how Compliance Checker can safeguard your practice!
Compliance Checker is currently available on Upheal's Premium plan. Try it out today with either your own or an Upheal-generated note, and have peace of mind knowing that your notes are audit-ready.
You know that anxious feeling of seeing an upcoming client session, and hastily trying to pull up notes to remember what was last discussed?
With our latest release, we hope to make that anxiety disappear!
We're excited to introduce Treatment Summaries, a new feature to help you prepare for your next session with your clients. This update is designed to save you time by pulling up important client information such as their current diagnoses, therapeutic modalities, goals from the treatment plan, last session highlights and homework assigned.
To help you stay prepared, you will automatically see a treatment summary within the Upheal calendar, in our Chrome extension, and even in our video-calling platform.
Here's a video walkthrough from our Senior Clinical Product Lead, Jeff Kashou!
This feature is currently only available on Upheal's paid plans. Try out Treatment Summaries and enter your sessions more prepared to deliver care to your clients.
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Clinical documentation should reflect the full spectrum of therapeutic interventions, not limit practitioners to generic templates. That's why we've expanded our supported modalities to 70 comprehensive approaches, ensuring your notes capture the nuanced reality of evidence-based practice.
What's new in our modalities library?
Our modalities framework now encompasses individual therapy approaches from foundational CBT and psychodynamic work to specialized trauma interventions like EMDR and Brainspotting. Couples and family systems practitioners gain access to evidence-based frameworks including Emotionally Focused Therapy, Imago, and Relational Life Therapy.
Each modality integration includes specific documentation templates that capture intervention-specific language, theoretical frameworks, and outcome measures. Whether you're documenting somatic experiencing sessions, tracking DBT skills acquisition, or noting family systems dynamics, your clinical voice remains authentic while meeting documentation standards.
The expansion reflects our commitment to supporting diverse therapeutic approaches without forcing practitioners into restrictive templates. Your clinical expertise drives the documentation process, with AI assistance that understands the theoretical foundations underlying your interventions.
All 70 modalities are available now across all plans, building on our foundation of comprehensive clinical documentation support.
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You know that frustrating routine after every session? Finish talking with your client, then spend 15-20 minutes copying notes from one system to another, fixing formatting, and making sure everything looks right. It's the kind of busy work that keeps you away from what you actually love doing.
Smart Fill fixes all of that.
Smart Fill is a Chrome extension that lives right in your browser. When you're ready to move your notes to your EHR, just hover over the Smart Fill button. You'll see purple highlights show up around the fields that will get filled—so you know exactly what's happening before you click.
Then you click once. That's it. Your complete note transfers over with all the formatting intact.
Smart Fill plays nicely with the platforms most therapists already use:
No need to learn new software or change how you work. It just makes your current setup better.
Smart Fill reads your EHR template and matches it to your Upheal notes. As long as your section names match up (like "Session Notes" in both places), it knows exactly where everything goes.
Got custom templates? No problem. Smart Fill works with those too, as long as the section names are the same in both systems.
Ready to save 20 minutes on your next note? Here's how to use Smart Fill for the first time:
💡 Troubleshooting tip: If something doesn't transfer right, it's usually because section names don't match exactly. Just rename your sections so they're identical in both systems.
That's it! Most therapists are completely comfortable with Smart Fill after using it just 2-3 times. You'll wonder how you ever lived without it.
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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.
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."
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Documentation should reflect your unique therapeutic approach, not force you into rigid templates. That's why we're introducing Smart Sections - a feature that lets you teach our AI to write notes in your clinical voice using custom prompts.
Smart Sections work by allowing you to craft detailed prompts that specify exactly what information to capture and how to present it. Whether you're tracking ERP exposures, documenting trauma processing, or monitoring couples therapy dynamics, you can create sections that align perfectly with your practice.
The key is specificity: tell the AI your preferred format, reference your theoretical approach, and include examples of your ideal output. You can even provide samples of your own writing style to ensure consistency across all notes.
Smart Sections are available now with Premium plans, building on our foundation of 100+ pre-built sections. Start with one area where current documentation feels most limiting, then expand as you become comfortable with the prompting process.
We’re super excited to introduce our latest feature to help make your life even easier: Smart edit! When you need to make changes to a note, treatment plan, or post-session summary, Smart edit can do the heavy lifting.
You can now easily make structural, content, or language changes to your documentation.
We provide handy preset suggestions to get you started, but you can also create your own customized instructions. Here's how it works:
Have a specific section you'd like to make edits to? Simply highlight that section of your note or treatment plan.
You can also choose to make changes to the whole document.
Want to shorten the text or change a list to a paragraph? Click on one of the preset suggestions.
You can also type in your own instructions here.
Replace or Add text: Swap out the original text or add the new text below.
Try the prompt again: Refine your original instructions and see how Smart edit improves your content.
Discard new text: Change your mind? Just keep the original text!
We’re excited for you to experience how Smart edit saves you time and helps streamline your workflow. Let us know what you think!
Next up… we’re building Custom Templates to give you even more freedom to create notes exactly how you want them! Stay tuned for more details.
You can hold couples sessions without creating clients! Just select Anonymous couple when you capture a call with the browser extension, upload a recording, or use our Zoom integration.
No more chasing invoices by email! We’ve updated the billing section of your account so you can easily access payment history. Plus, it’s now super easy to update billing details and change your payment method. We’ll be adding more billing management options soon, so watch this space!
Transcript reviewing is more powerful than ever. Now, rather than just swapping speakers, you can split, merge, and reassign individual statements to the person who said them. If all doesn’t go to plan, you can always reset.
Remember, you can also quickly generate a session summary from your transcript to share with clients. It can help them keep on top of their progress with easy-to-read sections for Summary, Techniques, Homework, and Plans.
Introducing a highly-requested feature that can save you time and enhance your practice: Post-session summaries to share with your clients! 🎉 Based on your sessions, our AI will generate brief, easy-to-read notes to help your clients stay mindful of their progress.
How do I get a post-session summary? 📝
Post-session summaries are included in our Premium and Unlimited subscription plans.
