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Getting full notes from written and dictated summaries
Getting full notes from written and dictated summaries

Write or dictate a summary of your session to get structured notes with our text-to-note feature

Aviva Glassman avatar
Written by Aviva Glassman
Updated over a month ago

You can write and/or dictate a brief summary of a session, and Upheal will generate complete, structured notes.

Text to note and dictation are ideal options if you don't want to capture session audio, or if you have old documentation to catch up on.

Text to note is in beta, which means that we're still working to make it the best it can be. Please bear with us while we polish it up!

Turning a summary into full notes

  1. From your dashboard, click Text to note.

  2. Select the note type you'd like to use, and click Next.

  3. Choose your client, and optionally, the therapeutic approach.

  4. Type and/or dictate your summary. Remember to include details to cover each section of the note type you're using.

    Dictating a session summary:

    To record your speech, click Dictate.

    Your speech gets transcribed live and appears within a few seconds in the Session summary box.

    When you're finished speaking, click Stop dictation.

    You can start and stop dictation again as needed without losing what you've already dictated, and edit the transcript of your speech by typing.

    Or, skip speaking and type your whole session overview in the Session summary text box.

  5. When you're finished, click Generate note.

  6. In a few moments, your note will be ready. You can edit the note as usual.

Adding details to a note made from a summary

You can add details and generate a new note from your written summary any time.

  1. On the session page, on the left side, type or dictate the additional details.

  2. Optionally, choose a different therapeutic approach.

  3. Click Regenerate note.

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