Upheal

Aviva Glassman

Alena Miklasova

Notes, insights, treatment plans, and summaries.

Therapy documentation

What note types does Upheal offer?

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

About Upheal's own progress notes

Find out more about our Intake notes template

About our Intake notes

About our notes

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

Changing your AI note type

Changing how Upheal refers to you and your clients

Easily set up Intake notes for your next intake session.

Set up an Intake session with Intake notes

How to reprocess your session if something went wrong

Reprocessing a session to get a new note

Design your own note type to include exactly what you need

Creating custom note templates

Notes settings

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

About our Treatment plans

Generating and editing Treatment plans

Treatment plans

The most important analytics at a glance.

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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Track the progress of all tickets related to your company.

Tickets portal.

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