Meet AI Assistant: secure HIPAA-compliant AI chat
What is Upheal Assistant?
Have you (or your colleagues) ever used ChatGPT for clinical support? Generic AI tools aren’t designed to be HIPAA compliant or secure for clinical use. Meet Upheal’s new AI Assistant, the secure, HIPAA-compliant alternative clinicians have been looking for. Unlike generic AI tools like ChatGPT or Claude, it works within your clinical context, using your existing documentation to support your thinking, without copying, pasting, or risking compliance. See AI Assistant in action in our short demo videos by Senior Clinical Product Lead, Jeff Kashou:
- How to use AI Assistant
- AI Assistant in telehealth
Because it understands each client’s full clinical journey across sessions, notes, (+ treatment plans coming soon), you can ask thoughtful clinical questions and get answers grounded in your own records.
Use AI Assistant to prepare for sessions, spot patterns over time, and even during Upheal telehealth sessions, so key insights, context, and clinical tools are available while you’re talking with a client, without breaking focus.
How it supports your practice 💪
As a mental health professional, your focus can often be pulled away by prep work, digging through notes, or administrative tasks. AI Assistant is designed to give you that focus back.
- Instant recall: Ask "List the client's family members and significant figures" and get an answer in seconds.
- Session prep: Use preset prompts to synthesize a client’s progress before they walk through the door. ex. “Suggest three specific interventions for the next session.”
- Get context mid-session: During video calls, quickly reference past session details and key context without breaking focus.
- Clinical brainstorming: Uncover patterns or trends across multiple sessions that might be hard to spot manually. ex. “What have been the big breakthrough moments for this client in therapy?”
- Administrative relief: Draft referral letters or client assignments instantly, based on the actual clinical narrative.
Designed for clinical privacy and control
Generic AI tools aren’t built for the security private practices require. AI Assistant is purpose-built for clinicians, with no use of your clinical data for training without your consent. It’s AI that respects the therapeutic relationship and the responsibility that comes with it.
Search across documentation 🔍
You can also search across all of a client’s notes and transcripts to quickly find what matters most. Access it from the Search box in the left-hand navigation, or press ⌘K or Ctrl+K. Then type a keyword like “anger” to see where it shows up across sessions, helping you spot patterns, track themes over time, and prepare more thoughtfully, without reopening or rereading every note.
Easy Scheduling🔥
Our Scheduling features are now even more streamlined! With Upheal’s central calendar, you can see all your sessions in a single, organized view. Connect your personal calendar, Google Calendar, and calendars from other platforms like Alma and Headway via a two-way sync with Upheal. That means you can avoid conflicts and get a clearer picture of your week, all in one place.