Introducing your clients to Upheal
Alena Miklasova avatar
Written by Alena Miklasova
Updated this week

To make it quick and easy for you to help your clients understand Upheal, we’ve put together some scripts and client FAQs.

When should I first mention Upheal?

Tell your clients about Upheal before holding your first Upheal session with them, leaving some time for questions and consent collection. We recommend giving clients a walkthrough personally so that they feel completely comfortable with the technology.

What can I say about Upheal to clients?

“I hold my sessions on Upheal, a platform that takes notes automatically and provides valuable insights about our sessions. Because I don’t have to focus on taking notes, I can be more present with clients and offer better care. Are you ok with this? I’m happy to walk you through it in our next session.”

Questions your clients might ask

What is Upheal?

  • “Upheal is a video calling platform, just like Zoom or Skype, but it takes notes automatically and provides valuable insights about therapy sessions.”

Why do you use Upheal?

  • “Upheal reduces the time I spend doing administration work, like setting up calendar invites and writing clinical notes, so that I can invest more time in clients and be fully present during our sessions.”

  • “Upheal adds to the quality of my therapeutic process by surfacing key information and data insights so I can make more informed decisions, faster.”

What does Upheal’s AI assistant do?

  • “Upheal uses AI assistance to transcribe sessions, create accurate notes, and provide valuable therapeutic insights.”

Will my data be kept private?

  • “Upheal is specifically designed for the mental health field with privacy in mind. It's secure, private, and HIPAA, PIPEDA, PHIPA as well as GDPR compliant. Your data will never be sold.”

We recommend sending your clients a link to our Privacy page.

That’s it! We hope these talking points save you time and help your clients understand why you’re using Upheal.

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