Get exactly what you need:
Customize your AI notes
Tailor documentation to your practice with customizable note templates and AI-powered editing.
With custom note templates, you choose what's included in your notes. Get notes that fit your practice from the start and skip the editing.
Mix and match sections from any of our available note types to get the perfect template for your practice. Spend more time on yourself and your clients, and less adjusting your notes.
Rename sections to match your preferred terminology, and arrange them in the exact order you need. This way, your notes align completely with your practice style.
Coming soon — Tailor your templates even further with custom AI-powered sections that highlight the details you specify. Say goodbye to repetitive manual additions.
Include fixed text in your template that will appear the same in every note. Perfect for maintaining consistency and including practice-specific details.
When you need to make changes to the structure, content, or language of a document that Upheal generates, Smart edit is here to do the heavy lifting and save you time.
Select the text you want to edit, tell Smart edit what to do, and watch your note transform. Use in any progress or intake note, private notes, client summaries, and treatment plans.
Use our presets to switch between paragraphs and bullet points, shorten sections, enhance with details, and add relevant quotes. You can even translate to another language.
Write your own instructions for Smart edit to fine-tine formatting, incorporate specific terms, emphasize topics, and much more.
If unwanted identifying information appears in your notes, you can use Smart edit to remove it and make the note fully anonymous.
The first AI-assisted platform for mental health professionals with therapy notes and analytics.
