Progress Insights turns the PHQ-9 and GAD-7 assessments you already use into a clear picture of how a client is doing over time.
Instead of comparing forms by hand, you get scored results, severity interpretations, safety alerts, and AI insights on each submission, all in one place on the client’s chart.
It’s built for you as the provider; clients don’t see this view.
What Progress Insights shows you
In the Insights tab you’ll find:
A score-over-time chart with a point for every assessment submitted and colored bands showing severity zones in the background.
Severity labels (Minimal, Mild, Moderate, Moderately severe, and Severe) so you don’t have to translate the raw score yourself.
Quick stats: the current score and severity, how it’s changed since the last submission, how it’s changed since the first one, and an overall trend.
A suicidal ideation alert when a client scores above zero on question 9 on the PHQ-9.
AI progress insights: an interpretation of how the client's responses relate to the session content
You’ll find all of this in a client’s chart in the Insights tab.
Adding PHQ-9 or GAD-7 to your practice forms
To send a PHQ-9 or GAD-7 through Upheal, they’ll need to be in your list of practice forms. If you already have them in your Upheal practice forms, skip to the next section, Sending a PH-9 or GAD-7.
To easily add the PH-Q and/or GAD-7 to your forms:
In the left menu, click Practice forms.
Click New form in the top right.
Click Start from template.
Scroll down to the Clinical assessments section, or select the Clinical assessment tab at the top.
On the right next to the assessment you want to add, click Use template.
You’ll see a message saying the standardized form cannot be edited, and the Save button will be grayed out. That’s normal! Just click Back in the top left corner.
The assessment has been added to your list of forms.
Sending a PH-9 or GAD-7
Progress Insights only start once a client submits one of these assessments, so the first step is sending it. Once a client fills out the form in the Client Portal, the data will appear in the Insights tab.
You can send these forms from a client’s profile, or directly from Practice forms.
To send a PH-9 or GAD-7 from a client’s profile:
Open the client’s chart and go to the Forms tab.
Click Send forms or packets.
Select the checkbox next to PHQ-9 or GAD-7, and click Send in the bottom right.
If you have a form packet that includes one or both of these assessments, you can also click the Packets tab, select the packet, and click Send.
To send these forms directly from the Practice forms section:
In the left menu, click Practice forms.
Click the three dot menu next to the assessment you’d like to send.
Click Send.
Select the client you want to send the assessment to, and click Send.
Your client gets a link by email or SMS and completes the form in the Client Portal.
Once they submit the assessment, their scores show up on the Insights tab.
Note: When you send these forms from a couple or family chart, the form is sent to every client on that chart individually. Scores will also be shown individually.
Viewing scores over time
The Insights tab is where you read a client’s progress.
To view Insights, go to the client’s chart, and select the Insights tab at the top.
How to read the chart
Each point on the chart shows the score for one submitted assessment. The colored bands behind the line show the severity zones.
You can see the scores for each submission, the change from the last submission, the change from the first submission, and the overall trend, by clicking the arrows in the bottom right of the chart, above the Trend box.
The stats give you the client’s current score and severity, the change since their previous submission, and the change since their very first one.
You’ll also see a trend, which reads as Improving, Worsening, or Stable. The trend only appears once a change is large enough to be clinically meaningful, so small fluctuations won’t be labeled as movement in either direction.
For individual clients, you will also see AI progress insights.
Suicidal ideation alerts
Question 9 on the PHQ-9 asks about thoughts of being better off dead or of self-harm. When a client scores above zero on it, Upheal surfaces that right away in two separate places so it isn’t buried in the form.
An email to you. You’re emailed automatically whenever a client submits a PHQ-9 with any score above zero on question 9. This is always on, needs no setup, and reaches you even if you never open the Insights tab.
An banner in the Insights tab. On the matching submission, the Insights tab shows a red alert banner. Click View response to open the full submission and read exactly what the client answered.
AI progress insights
For each submitted assessment, Upheal can generate an interpretation of how the client's responses relate to the session content.
The interpretation takes your most recent session with the client into account alongside their scores, providing context and not just a number.
A few things worth knowing:
AI Insights always pair a submitted form with a recent session, so insights will appear once both the form submission and the session have taken place.
AI Insights may take a moment to generate after a submission comes in.
If an insight fails to generate, click the circle icon next to the thumbs up and down icons.
You can rate an insight with a thumbs up or thumbs down. A thumbs down lets you flag what was off and, if you choose, give Upheal consent to look at the underlying data to improve future insights.
Note: AI progress insights are currently only available for individual clients.
Choosing what you see
You can turn parts of the view on or off by clicking Settings in the Insights tab. Your choices are remembered on the device you’re using.
Severity zones shows or hides the colored bands and the legend.
Suicidal ideation alerts shows or hides the in-app banner (this does not affect the email).
Insights shows or hides the AI insights section.
