Upheal's AI learns from the edits you make to your notes, so future notes increasingly reflect your clinical voice. The more you edit, the less repetitive editing you'll need to do.
How it works
Every time you edit a note, Upheal records your changes and looks for patterns. When you make the same kind of edit repeatedly, the AI begins applying that preference automatically to new notes. Personalization starts after your first edited note and improves with each session.
Personalization runs in the background. It doesn't change your existing settings, overwrite your past notes, or affect your workflow.
What gets personalized
Personalization applies to client notes. Personalization is:
Client-specific: Edits you make on one client's notes don't carry over to other clients' notes.
Section-specific: Preferences learned in one note section don't affect other sections. For example, an edit you make in the Objective section of a SOAP note won’t affect the Subjective section.
Based on manual edits: Personalization is based on changes you make by hand. It identifies patterns from repetitive edits and applies them going forward.
Anonymous contracts can't be personalized, since there's no persistent client relationship for the AI to learn from. Smart sections are also not affected by personalization.
You're always in control
Personalized notes are suggestions, not final versions. You can review and edit any note at any time, and those manual edits feed back into the system to make future notes even more accurate. If you don't like a change the AI made, just edit it manually as usual.
Common questions
Does personalization start right away?
Yes. Improvements begin after your first edited note and continue to get better with more use.
Is it HIPAA-compliant?
Yes. Note Personalization is designed to reduce documentation time without compromising clinical accuracy or compliance.
Will it change my settings or overwrite my notes?
No. Personalization runs in the background and doesn't touch your existing settings or past notes.