Upheal

Aviva Glassman

Notes, insights, treatment plans, and summaries.

Therapy documentation

Upheal's therapeutic, psychiatric, and medical note types for individuals and couples

What note templates does Upheal offer?

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

About Upheal's own progress notes

About our notes

Changing the note template for your practice, a client, or a session

Changing your AI note template

Changing how Upheal refers to you and your clients

Get intake notes for your client's first visit, rather than regular progress notes

Set up an intake session

Note settings

How to create and delete notes, and how to reprocess your note and get a new one if something went wrong

Creating, deleting, and regenerating a note

Editing your notes

Using Smart Edit

Reassigning transcript speakers

Editing client and session information in notes

Signing off on progress notes

Exporting your notes

Providing feedback on notes and insights

Switching which client a session and its notes belong to.

Reassigning a session to another client

Removing a session including its notes, transcript, and insights

Deleting a session and all of its content

Deleting session transcripts

Navigating your notes

Design your own note type to include exactly what you need

Creating custom note templates

Writing prompts for our AI to create fully customized note sections

Using Smart Sections: Custom instructions for note templates

Custom note templates

Connecting your Treatment Plans to every progress note

Upheal's Golden Thread and Treatment Plans

How our treatment plans work and what they include

About our Treatment Plans

How to get a treatment plan for your client

Generating and editing Treatment plans

Treatment plans

See if your notes meet insurance payer criteria

Using Note Audit to check for compliance

Note compliance

Analytics summary

Our analytics over the course of a session

Session map

Session analytics

Generating a summary to share with your client after a session

Post-session summaries for clients

For your clients

Upheal web

Upheal app

Find answers and get help from Intercom Support and Community Experts

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