Hand it to your Assistant.

Upheal's AI Assistant takes care of session prep, notes, claims and calendar changes for therapists, and each one takes a single sentence. It already has your chart, your calendar and your claims because it's built into your EHR. There's nothing to paste into ChatGPT and nothing to de-identify, and nothing changes until you approve it.

100% HIPAA compliant

Nothing leaves your EHR

Never used to train models

All the jobs your Assistant can do

Billing wrap-up

See what clients still owe and what needs your attention.

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Billing

Session prep

A focused brief pulled from the full session history, not just the last note. Runs automatically 10 minutes before every scheduled session.

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Sessions

Sick day

Every session moved and every client told, from one sentence.

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Practice admin

Alignment check

A check against what the client asked for.

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Grow as a clinician

Assessment summary

The relevant findings, routed to where they matter.

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Notes & paperwork

Better questions

A second take on your questions, not your client.

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Grow as a clinician

Biopsychosocial summary

History captured without retyping.

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Notes & paperwork

Blind spots

An outside perspective on demand.

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Grow as a clinician

Bullets to progress note

A structured, insurance-ready note from your shorthand.

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Notes & paperwork

Chart summary

The whole story in one document, ready for a transfer or review.

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Notes & paperwork

Check-in message

A caring nudge in your voice, ready to review.

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Sessions

Claim watch

Denials, rejections, and stalls, surfaced before they age.

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Billing

Coping cheat sheet

One page of every tool you have given them.

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Sessions

Denial appeal

A draft appeal written in the payer's language.

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Billing

Discharge summary

A discharge note built from the whole treatment arc.

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Notes & paperwork

Form filler

Every field mapped to evidence you already have.

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Notes & paperwork

Gaps in the book

Gaps in the book before they become gaps in care.

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Practice admin

Intake status

One question instead of a click-hunt.

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Practice admin

Intervention ideas

Interventions grounded in what has worked with this client.

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Sessions

Journal prompts

Prompts that continue the session's work.

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Sessions

Medical necessity letter

An insurance-ready case for continued care.

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Billing

Medical necessity note

Documentation that holds up with insurers.

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Notes & paperwork

Metaphor maker

A fresh way in when the direct route stalls.

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Sessions

Missing forms

Missing paperwork, caught before the first session.

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Practice admin

No-show follow-up

The awkward message, drafted with the right tone.

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Sessions

Note compliance check

Gaps flagged before they become audit findings.

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Notes & paperwork

Open threads

The threads your client will notice if you drop them.

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Sessions

Outstanding balances

The awkward list, assembled for you.

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Billing

Pacing feedback

Feedback on your pacing from your own sessions.

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Grow as a clinician

Plain language

A note a client or auditor can read.

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Notes & paperwork

Plan review

An honest read on whether the plan still fits.

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Treatment plans

Pre-billing check

Clean claims start with clean notes.

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Billing

Progress in plain words

Progress they can see, in words they'll understand.

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Sessions

Progress report

Six sessions distilled into a report a referrer can use.

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Notes & paperwork

Quality drift

A checkup on your own documentation habits.

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Grow as a clinician

Quick booking

Booked without opening the calendar.

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Practice admin

Quick prep

Thirty seconds of prep when that's all you have.

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Sessions

Records request

The records request drafted and ready to send.

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Practice admin

Recurring patterns

Longitudinal patterns no single session reveals.

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Sessions

Referral letter

A letter grounded in the full chart, not memory.

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Notes & paperwork

Referral read

A first-session plan from any uploaded document.

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Notes & paperwork

Reschedule

Calendar changes in one sentence.

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Practice admin

Save a template

Your best output, reusable next time.

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Practice admin

Send an invoice

An invoice drafted, sent, and tracked.

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Billing

Shorter note

A leaner note that still stands up to an audit.

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Notes & paperwork

Show the evidence

The research behind the recommendation, cited.

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Grow as a clinician

Since last time

Portal messages, forms, and notes since you last met, in one glance.

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Sessions

Start my day

Unsigned notes, gaps, and pending items in one brief.

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Practice admin

Superbill

A superbill in seconds, not a form in ten minutes.

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Billing

Supervision notes

Supervision documentation without the Sunday backlog.

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Grow as a clinician

Supervision prep

The themes and questions worth bringing.

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Grow as a clinician

Supervisor mode

Structured feedback between supervisions.

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Grow as a clinician

Therapeutic alliance

A read on the relationship, grounded in observed sessions.

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Grow as a clinician

Tone shift

The same content in the register you need.

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Notes & paperwork

Unsigned notes

The signature backlog, in one place.

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Practice admin

Update treatment goals

A living plan, with every change approved by you.

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Treatment plans

Wrap up

Loose ends closed before you leave.

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Practice admin

Your practice just gained a colleague.

Every job on this page is free to try today. Bring your calendar, your notes, and the admin you're tired of doing alone.

Start free with Upheal

100% HIPAA compliant

Nothing leaves your EHR

Never used to train models