Upheal now supports family therapy in Early Access. You can manage a family chart, hold sessions with multiple clients, and generate AI notes designed specifically for multi-participant sessions.
Early Access: This feature is in beta. We’re opening it up now so we can keep improving it with real-world feedback. Full release happens when it meets the bar you deserve.
What’s included in Early Access
The following are available as part of family therapy Early Access:
Family chart to group family members together
Family therapy sessions in Upheal telehealth, in-person sessions, the iOS, Android, and MacOS desktop apps, or Write or Dictate
AI notes with a Family SOAP default template
Scheduling, reminders, and invoicing (choose which family member receives the invoice)
Each family member with an email in the chart gets their own Client Portal and email invite for each session
Treatment summaries and Upheal Assistant
Family-related modalities and diagnoses
Forms
Family therapy is not available while using the Chrome extension.
Supported family therapy modalities
The following family therapy modalities are available to select for your sessions:
Structural Family Therapy
Strategic Family Therapy
Experiential Family Therapy
Solution-Focused Brief Family Therapy
Multidimensional Family Therapy
Functional Family Therapy
IFS Family Therapy
Multisystemic Therapy
Bowenian Family Systems Therapy
Contextual Therapy
Emotionally-Focused Family Therapy
Family Psychoeducation
Attachment-Based Family Therapy
Collaborative Therapy
Family Systems Therapy
Creating a family chart
You can create a family chart which groups members together and connects their sessions, notes, and records.
To create a family chart:
Click Clients in the left menu.
Click Add client.
Select the Family tab.
Using the dropdown menu, choose the family role for the first client you’d like to add to the family chart. There are 27 options to choose from (including “Other Relative” if none of the other roles are quite correct).
Fill in the client’s name, address, pronouns, and, optionally, email address.
To add phone number, date of birth, sex, and address, click More options.
To add a second client, click Client 2, and repeat steps 4-6.
For any additional clients, click Add, and repeat steps 4-6. You can add up to 10 clients in a family chart.
Optionally, scroll down to Clinical & intake. You can use the dropdown menus to set modalities and diagnoses, and send forms or packets for your clients to complete. Each client will be emailed their own form or packet.
Click Add new family.
Note: There’s no concept of a primary contact yet, and you can’t designate minors or guardians at this stage. Both of these are on the roadmap.
Notes and custom templates
The default note template for family sessions is Family SOAP. You can also create custom progress note templates using the family-specific sections currently available in Upheal from the Family SOAP template, along with static text sections.
Custom templates for family sessions currently support progress notes only (not intake or client summary). Smart sections aren’t available for custom templates yet.
Speaker attribution in Early Access
Family sessions have multiple voices in the room, and correctly attributing who said what across multiple speakers is one of the hardest problems in AI transcription. Your session will always be captured accurately, but speaker labels may occasionally need adjustment.
You can reassign speaker labels manually, or use SmartEdit to clean things up quickly.
Getting the best results
Speaker attribution is most accurate when each participant joins from their own device. That’s not always practical in family therapy, so here’s what helps when everyone is in the same room:
Place your phone or recording device in the middle of the room
Use a good-quality capture device
Keep in mind that attribution becomes harder as the number of speakers increases
What’s not yet available
The following features aren’t available yet in Early Access:
Minor access restrictions
Session analytics
Smart sections in custom note templates(expected to be available soon)
Share your feedback
We’re releasing family therapy as Early Access because we want real sessions and real feedback before we call it done. Full release happens when the remaining pieces are in place, when the feedback tells us it’s working, and when it meets the bar our users deserve.
If you do family therapy, try it and let us know what you think. Your feedback directly shapes when and how we move to full release.