Upheal offers several therapeutic, psychiatric, and medical note templates. You can change your default note template at any time, even after a session has already been processed. You can also set your own custom template as your default.
Changing your default note type
You can set a default type for all of your future notes. If you want a certain client to have a different note type than your default, you can change the note type for just that client later (see below).
In the left menu, click Settings.
On the left, click Note settings.
Click Change template. You can choose a default template for individual clients and couples.
Select the note type you'd like. You can filter templates with the options at the top, or use the search bar.
To save your preference, click Set default template.
All future sessions will be in this note type, unless you choose a different type for specific clients.
Changing a client’s note type
You can change a specific client’s default progress note type so that all future session notes for that client will be in your chosen format.
Go to the client’s profile.
On the right under Note preferences, click Change.
Select the note type you'd like. You can filter templates with the options at the top, or use the search bar.
To save your preference, click Set default template.
All future session notes for this client will be in the new selected format.
Changing the note template of an existing note
Rather than changing a note's template, you can generate an additional note for a session with a new note template.
Individual note templates are not available for use with sessions held with client profiles set up for couples, and vice versa. If you held a session from a client's individual profile, but need to generate a note using a template for couples, you'll need to first reassign the session to the client's couples profile.
Go to the session you’d like to change.
Click the Add note tab.
Click on the template you'd like to choose, and you'll get a new note. This does not affect or delete any other notes for this session.
If you'd like to delete a note:
Click on the note tab you'd like to delete.
Click the three-dot icon, and click Delete note.
To confirm, click Yes, delete it.