Create a contact form that can be embedded onto a website for prospects to contact clinician in a HIPPA compliant space.

Briana Golob about 8 hours ago

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Feature Request

I’m in private practice without insurance billing. I do need to create a monthly invoice that clients can submit to carriers for out of network reimbursement. I can’t use your billing system. I’d like to be able to create one statement per month by going into the client, clicking on each session conducted and have something similar to a superbill created. I don’t want to create a superbill because then i have to create an invoice for each session; the statement tab lists the generation date for the bill while it shouild list the treatment date. If I create a superbill then I must wait for the client to pay prior to creating the superbill. I don’t want to create a statement and then a superbill. Can you streamline this process. There is a “statement” tab. Can you change the first column to list the treatment date? Also when I tried to send that to the clients they were confused about the invoice piece and didn’t want to pay each invoice separately and they also indicated the statement was not printer friendly. I may have to switch platforms because I can’t bill.

Elizabeth Walker about 10 hours ago

High Priority

Client Payments

I have clients who opt out of AI scribe so it’d be nice to have the AI auto-turn off for specific clients automatically.

Briana Golob about 10 hours ago

💡

Feature Request

It appears that currently the only way to share files with clients is through email, which is not standard of care. Standard of care is to keep all clinical documents in one place because if subpoened, it opens up our email to being involved in discovery. It also increases the chance that HIPAA violation could occur due to a variety of factors.

Marika Dvorak 2 days ago

High Priority

+1

💡

Feature Request

I would consider using your EHR if payment processing was offered through PayJunction. Stripe has a bad reputation regarding their customer service and I recently had a very negative experience with card connect.

Jennifer Farah 3 days ago

Client Payments

I personally notate my clients as first three letters of first name/first three letters of last name. For example: Daisy Snow would be DaiSno Can that become an option?

Alicia Kelli Hall 3 days ago

💡

Feature Request

It would be great if we had a “form-based/checkbox” type of structure for documentation. A good example of this would be Headway’s template. I just feel it’s more efficient.

Kassandra Franco 4 days ago

Notes & Documentation

Would love for the link for the provider to be in each reminder that goes out to clients.

Mallory Garcia 5 days ago

High Priority

+2

💡

Feature Request

Hey Upheal, I have used Upheal for several years now and wanted to say great job and thank you! Upheal has grown from its early days as a scribe into a full AI powered in‑session assistant. I am an OCD & anxiety specialist, and I use ERP, ACT & CBT based interventions. In addition to Upheal , I also run Deepgram for the live transcript feed during sessions. Live transcription allows me to track exact client language, mark cognitive hooks, and follow moment to moment shifts in phrasing. It also keeps the session flow cleaner because I am not flipping between tools or trying to hold every detail in my head while guiding exposures. Would you consider building a simple transcription feed or panel? Even a lightweight version would would let me stay entirely inside Upheal from start to finish . If building it natively is a larger lift, an API option with Deepgram or something similar would also solve the problem. (It would also strengthen Upheal’s position as the first true all in one intelligent clinical assistant) Feel free to reach out - I am always happy to share perspectives from a clinical perspective and real-world application experience! Trisha A Blecich LPC LMHC LCMHC trisha@phoenix-counseling.com Phoenix Counseling & Consultation Licensed in: CT | NH | FL | ID | VT | TrueNorth OCD and Anxiety Specialists | Linkedin | Facebook | Psychology Today | Grow Therapy | Samata Health | ThrivingCampus | #Transcription

Patricia Blecich 5 days ago

practice management

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Feature Request

It would be amazing to have payment reminders go out to clients, perhaps once a month, to ensure that invoices are getting paid. It might also be nice if, along with the reminders, we could have something said like, “Your payment is now due/overdue, and unless the payment isn’t made within 7 days, all future appointments will be canceled”. I don’t even know if that’s a possibility. But, at least payment reminders could go out every so often to alert clients who don’t check their email and who might have missed the initial invoice. Thank you for your consideration!!

Angela Christian 6 days ago

💡

Feature Request

Let users affect treatment plan preferences: for instance, modify language to edit out curse words……insert specific baseline conditions for each objective as options. Why let people set up custom session notes, but lock up the treatment plan options. Makesno sense.

Stephen Brunston 6 days ago

High Priority

💡

Feature Request

Accepting ACH payments would be great through the platform. Credit card fees suck and simple practice is working towards adding this.

David Drustrup 6 days ago

client payments

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Feature Request

Please add a feature where counselors can confirm self-schedule requests as a second line of making sure double-booking doesn’t occur.

Tony Hasaballa 7 days ago

1

High Priority

💡

Feature Request

It’s annoying to have to generate invoices and superbills. We are putting in the information multiple times.

Dorian Hunter 8 days ago

💡

Feature Request

I was trying to send a client a superbill, however my associate saw the client, so her name and license is listed on the superbill but it has to go with my name and license as the licensed marriage and family therapist. Need a drop down or ability to change rendering provider for sending out superbill and invoices. The LMFT supervisor needs full access to edit anything on an AMFT’s profile, clients, notes, billing, etc… as we are responsible for their entire caseload.

Shirla de Magalhaes 9 days ago

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Feature Request

The session label reads like this: “SESSION: Individual online session on Jun 26, 20268:30:30 AM - 9:45:03 AM, 74 minutes 33 seconds 90847 Family psychotherapy with client present” but this makes no sense. It should read like this: “SESSION: 90847 Family psychotherapy with client present on Jun 26, 20268:30:30 AM - 9:45:03 AM, 74 minutes 33 seconds 90847 Family psychotherapy with client present” so that the label matches the service.

Lark Lovejoy 10 days ago

💡

Feature Request

We're letting you build your own team roles with exactly the access each person needs. Instead of choosing from a fixed set of roles, you'll be able to create roles for your practice and turn individual permissions on or off, from billing and scheduling to notes and client management. Each permission can also be scoped, so a role can act on just its own clients or across your whole practice. Rather than fitting people into preset roles, you define exactly what each role can and can't do. This gives you full control over who sees and does what, so your access setup matches how your practice actually runs, no matter how your team grows.

Upheal Moderator 10 days ago

Practice Management

We're adding non-clinical user roles so you can give billers and office staff the access they need without opening up your clients' clinical notes. Right now every role has clinical access, so there's no way to bring on staff who shouldn't see notes. These roles fix that. You'll be able to assign a Biller role for staff who manage invoices, statements, and superbills across all your clients, and a Practice Manager role for someone who runs the day-to-day operations: scheduling, team members, and client records. Both roles can do their full job, but neither can see notes, treatment plans, transcripts, or any AI-generated clinical content. This means you can bring on non-clinical staff with confidence that the clinical wall holds, helping you stay aligned with HIPAA while keeping billing and admin running smoothly.

Upheal Moderator 10 days ago

Practice Management