Summaries for your clients are here

Introducing a highly-requested feature that can save you time and enhance your practice: Post-session summaries to share with your clients! 🎉 Based on your sessions, our AI will generate brief, easy-to-read notes to help your clients stay mindful of their progress.

How do I get a post-session summary? 📝

1. Go to the new Client note tab in a progress note, and click Generate.
2. You can make changes to the summary and even use our ✨ Smart edit feature.
3. Copy and paste the summary or download it as a PDF, and email it to your client. Soon, you’ll be able to send it directly from the Upheal app.

Post-session summaries are included in our Premium and Unlimited subscription plans.