CopyDenial appeal
A draft appeal written in the payer's language.
← Jobs
Referral read
A referral PDF lands in your inbox containing four useful sentences and eighteen pages of everything else. Your Assistant reads the document and tells you what is worth carrying into the first session.
Ask your Assistant
Read this referral document and tell me what I should pay attention to before the first session. Pull out the referral question, relevant history, current concerns, risk information, prior treatment, medications if listed, and any obvious gaps I should clarify myself.
Read this referral document and tell me what I should pay attention to before the first session. Pull out the referral question, relevant history, current concerns, risk information, prior treatment, medications if listed, and any obvious gaps I should clarify myself.
See it work
Upheal Assistant
Example
Referral read
Alex · Tue 2:00 PM · Session 14
What stands out from the referral:
- Primary concern: worsening anxiety after a job change.
- Prior treatment: brief CBT two years ago, reported as somewhat helpful.
- Medication: sertraline listed; current dose not provided.
- Risk: no acute concern described.
Clarify at intake: current medication details, sleep impact, and what the client wants to be different now.
Fictional example · No real client data.
How it works
You give it the referral
Upload the document or point it toward the relevant material.
It extracts the clinically useful parts
Presenting concerns, prior treatment, risks, diagnoses, recommendations, and open questions are surfaced without the paperwork tour.
You start with a plan
Get a focused list of what to clarify, assess, or follow up on in the first session.
Your most popular FAQs
What documents can Referral read handle?
A referral letter, intake packet, assessment report or prior records, uploaded as a PDF. It reads the document and tells you what is worth carrying into the first session.
Does it save anything to the chart?
It produces a first-session plan for you to read. Adding information to the chart is a separate step you control.
How is this different from the Biopsychosocial summary job?
Referral read gives you a plan for the first meeting. Biopsychosocial summary turns an intake document into a structured history for the chart. Use both on the same document if you like.
What happens to the document I upload?
It is read inside Upheal to produce the plan and stays in your account. Nothing is sent elsewhere, and you decide what happens to the document and the plan afterwards.
More jobs like this
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.
100% HIPAA compliant
Nothing leaves your EHR
Never used to train models