You can change how Upheal refers to you and your clients in your notes in statements like “The therapist assessed…” and “The client expressed…” to suit your preferences.
In the left menu, click Settings.
Click Note settings.
Select the preferred terms from the dropdown menus. You can choose:
How we’ll refer to you, the service provider
How we’ll refer to individual clients
How we'll refer to couples
Your pronouns for notes
Your preferences are now set.
As a service provider, you can choose to be referred to as:
Author
Case manager
Clinician
Coach
Counselor
Dietician
Dr. (plus your last name)
First name
Peer Support Specialist
Physician
Practitioner
Provider
Psychologist
Supervisor
Therapist
Writer
You can choose for your client to be referred to as:
Client
First name
Member
Patient
Supervisee
If you choose an option besides first name for couples, you will see Client A and Client B, or Member A and Member B, etc.
You can choose from the pronouns:
She/her
He/him
They/them
You can also set or change your client’s pronouns.