Upheal

Creating and customizing practice forms with the Upheal form builder

Creating practice forms

Create groups of forms to send to clients in a single email

Creating form packets

Send practice forms and packets to clients

Sending forms and packets

Send automated reminders to clients with unfinished forms

Forms and packets reminders

Complete and submit practice forms with a client during a session

Filling out forms on behalf of a client

Kit Woodin

Upheal Team

Electronic forms for intake, consent, and more

Practice forms

Upheal web

Upheal app

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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.

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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.

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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.

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

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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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