Upheal

How to use Upheal alongside the other tools and apps in your workflow

Using Upheal with your EHR and other favorite tools

Works with SimplePractice, TherapyNotes, Owl Practice, and Jane App

Smart Fill: Copy Upheal notes to your EHR in one click

Upheal Team

Aviva Glassman

Incorporating Upheal into your existing workflow

Using Upheal with other platforms

Upheal web

Upheal app

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Create your workspace and invite the people you work with.

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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.

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