The Upheal AI Assistant is a secure, HIPAA-compliant AI tool built directly into Upheal. It knows your clients' session notes, treatment history, calendar, and billing records, so you can ask it questions, prepare for sessions, draft documents, and take action across your practice, without ever copy-pasting sensitive information into an external tool.
What it can do
The Assistant has full visibility into your calendar, billing, invoices, client profiles, and session notes, and it can take action in any of those areas on request.
Schedule, reschedule, or cancel appointments without touching the calendar manually
Create, finalize, and send invoices, or generate superbills for insurance
Draft referral letters, discharge summaries, clinical correspondence, and other documents
Send forms or reminders to clients
Look up diagnoses, treatment areas, and contract details
Search across session transcripts and notes
Suggest evidence-based approaches grounded in your client's history
Watch a quick demo to see the Assistant in action:
Opening the AI Assistant
The AI Assistant is accessible from anywhere in Upheal. You don't need to be inside a specific client's record to launch it. Just click the Assistant icon in the bottom right of your screen.
Using prompts
Upheal includes ready-made prompt categories to give you a fast starting point. These cover common tasks like session prep and case consultation, so you can get things done in just a couple of clicks.
To complete a task with the AI Assistant using a ready-made prompt:
From anywhere in Upheal, click the Assistant icon in the bottom right of your screen.
Choose the category of the task you'd like to complete from the list. You can select from scheduling, payments, clients, clinical, and compliance.
Select the action you'd like to take, and the Assistant will guide you from there.
To start a new chat, click the Assistant icon in the upper right corner.
Asking your own questions
You can type any question or request directly into the chat. To make a question more specific, you can reference a particular client, and even specify a certain session. The Assistant can both answer questions and carry out tasks, so you can ask it to find information or to actually do something.
To ask the Assistant about a certain client:
From anywhere in Upheal, click the Assistant icon in the bottom right of your screen.
Click @ Select client in the text box, and click the client you wish to reference.
To use the AI Assistant with a specific session, click Add context, and select the session you wish to reference.
Type your question or task and hit send. The Assistant generates a response or takes the requested action based on that client's records and session if specified.
A few things people are already trying:
"Prep me for my day": See who you're meeting, what's unsigned, and what's outstanding in billing before your first session
"Who has outstanding balances?": Specify how far back to look, and the Assistant finds every client with an open balance and sends a reminder
"Write a discharge summary for [client]": Pulls from session notes and drafts a structured summary you can review and sign off on
"Help me prepare three specific interventions for the next session": Generates targeted suggestions based on what you've been working on with that client
"Tell me about any clinical blind spots I might have with this client": Surfaces patterns and themes from across the client's full history
Upheal AI Assistant does not provide clinical diagnosis or treatment decisions. Always use your professional expertise to evaluate any suggestions it makes.
Revisiting suggestions and note references
After the Assistant generates a response, you can bring it back up at any time or jump directly to the relevant part of your notes.
To revisit a previous response, click the Menu button in the top left of the Assistant to view past chats.
To verify the source of a suggestion, click Sources, and click on any reference cited in the response. This takes you directly to that point in the relevant session note.
Clicking references is a good habit. It lets you quickly check the clinical context behind a suggestion before acting on it.
Privacy and compliance
The Upheal AI Assistant is built from the ground up for use in mental health practices. A few things to know:
HIPAA, GDPR, and PHIPA compliant. Upheal meets the strictest global security standards for Protected Health Information.
Your data is yours. Upheal will only use de-identified session data for AI improvements, and you can choose to opt out.
No copy-paste risk. The Assistant works safely inside your secure Upheal environment. There's no need to paste client information into an external tool.
Psychotherapy notes. Your chats with the AI Assistant are considered psychotherapy notes, not progress notes. More here.