Upheal

Upheal web

Upheal app

Kit Woodin

Upheal Team

Getting started with Upheal

Nick Neral

All the ways to get your notes and insights.

Session capture methods

Session types

Notes, insights, treatment plans, and summaries.

Therapy documentation

Using and integrating with your Upheal calendar.

Scheduling

Client payments

Electronic forms for intake, consent, and more

Practice forms

Account management

Using Upheal with group practices and organizations.

Upheal for teams

Integrations and workflow tips for EHRs and more.

Using Upheal with other apps

Legal questions, documents, and policies. 

Privacy and security

My therapist uses Upheal

Sharing forms, secure messaging, announcements, and more.

Client Portal

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.