Would you like your notes to follow your client's progress session-to-session?
With Upheal's Golden Thread, your notes reference your client's ongoing progress in relation to their treatment goals. This feature uses AI to automatically pull relevant information, such as SMART goals, to create tailored Treatment Plans aligned with client needs.
How does it work?
First, you generate a Treatment Plan. This can be based on up to three sessions you've held with your client. Once you've created a Treatment Plan, your progress notes will refer back to the plan's treatment areas, objectives, and interventions.
Which note templates and note sections work with Golden Thread?
All of our preset note templates and your custom note templates work with Golden Thread. This means all note sections including smart sections will work with Golden Thread.
Creating a Treatment Plan
Tip: To make generating a Treatment Plan faster and easier, we recommend capturing an intake session with your client first.
Go to your client's profile.
In the Treatment Plan tab, click Create Treatment Plan.
First, we'll generate a Case Snapshot, which provides essential information about your client and their treatment.
Select modalities for the plan. These modalities will be automatically attached to the client's profile and will be pre-filled for their future sessions. Modalities help make your Treatment Plan more accurate to your unique therapeutic approach.
Choose up to 3 sessions on which to base your Case Snapshot, and select modalities.
Please be aware: Upheal can only generate the Case Snapshot based on sessions that have a transcript.
(You can also write the Case Snapshot on your own — Click Enter Case Snapshot manually.)
Once you've chosen sessions, click Continue.
Review the Case Snapshot, and make changes as needed.
Scroll down, and click Generate plan.
In a few minutes, your Treatment Plan will be ready for review. New sessions you hold with this client can now refer to their Treatment Plan.
Navigating your Treatment Plan
What do Treatment Plans include?
At the top of the page, you'll see the Case Snapshot. You can click to expand it.
The Treatment Plan has multiple treatment areas. Each treatment area has multiple objectives, each with interventions.
Editing Treatment Plans
To make changes, click Edit plan.
You can:
Type to edit text
Add objectives and interventions
Change or remove stages
Add treatment areas (scroll to the bottom)
Once you're finished, scroll down to the bottom and click Edit treatment plan to save.
Exporting Treatment Plans
To export your Treatment Plan, you can copy or download it.
To copy your Treatment Plan, click the clipboard icon.
To download it as a PDF, click the PDF icon.
Deleting Treatment Plans
To delete a Treatment Plan, click Delete Treatment Plan at the top of the page, and confirm.
Will Golden Thread work with older Treatment Plans?
Golden Thread only works with our new/current version of Treatment Plans. If you generated a Treatment Plan with our old system, you'll see it in a tab labeled Legacy treatment plan. To use Golden Thread, generate a new plan in the New treatment plan tab.
We're currently working on a simple way to move older plans to our new system.