All about Upheal's default notes

Understanding the layout, sections, and value our progress notes provide.

Juraj Chrappa avatar
Written by Juraj Chrappa
Updated over a week ago

After each session, you’ll see that the progress notes section of the app will become populated with key points generated by our AI from the session's transcript. Meaning, you don’t have to spend valuable session time writing the notes yourself!

What we'd like you to know: Upheal is designed to help healing professionals save time, but isn't meant to replace a healing professional’s wisdom or experience. You'll see you can add to any section of the notes as you see fit. They're intended to strengthen your practice.

In the progress notes section, you will find:

Client Presentation

Upheal's AI will identify information from your session related to the client’s mood, openness, speech, and the problems they’re dealing with and present it in an objective way. You can add, edit, format, or delete parts of this section as needed if you have additional observations that the AI didn’t catch from verbal communication.

Therapeutic Interventions

The AI is also trained to remember all the interventions you suggested when in session and captures them as a list in this section for you. This includes all the important suggestions and healing strategies you discussed, presented in an objective way. You can also add, edit, format, or delete parts of this section as needed.

Recently, we updated the therapeutic interventions section so that it reflects more clinical criteria based on the EEMM model. The EEMM is a meta-model of diagnostic and intervention approaches that can accommodate any set of evidence-based change processes, regardless of the specific therapy orientation. The types of interventions we cover include:

  1. Affective interventions: exposure, experiential avoidance, acceptance-based interventions.

  2. Cognitive interventions: defusing work, cognitive restructuring, etc.

  3. Attentional interventions: mindfulness, present-moment awareness, and somatic techniques.

  4. Self-based interventions: perspective-taking, self-as-context, and parts or systems work.

  5. Behavioral modification interventions.

  6. Motivational and values-based interventions.


The Assessment section of your notes is the synthesis of what our AI model thinks the client's problem might be. It will be formatted as a narrative. For example, "Client is struggling with unresolved grief and guilt associated with the death of his father and the death of his patient during surgery." Our AI exists to help you save time not replace your wisdom or experience, so as with the other sections, you may add, edit, format, or delete parts of the Assessment.


In the Plan section, you'll find a bullet list of any next steps you may have discussed in your client session. This may even include the "homework" that you set for the client. However, we recommend going through this section more carefully to add plans based on your experience and intuition since the AI captures only what's verbally discussed in a session. There may be techniques and ideas you'll want to try that you will not have time or the desire to discuss in a session.

  • Work on strategies to move from one pie chart to the other in upcoming sessions.

  • Talk to the client’s brother about going into therapy with the client.

  • Continue to provide psychoeducation about the unique nature of therapy.

Coming soon: We’ll be adding more sections and different template styles to our AI-powered notes.

Why use Upheal's AI-powered notes?

  • Forget writing notes late at night. They're written for you after every session.

  • Simplify your workflow. They can be shared with your EHR or other systems.

  • Official stamp of approval. Have them ready to go for insurance and clinical purposes.

  • Teamwork is possible. Privately reassign them to another healing professional on your team if you work in a practice or organization.

  • In the future, you may be able to share them for training purposes.

Add your notes to an EHR

To add your notes to an EHR system, simply click on the clipboard icon to instantly copy all of your notes. Alternatively, you can manually highlight the specific part you want to copy and use the keyboard shortcut Ctrl + C to copy it.

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