Upheal

Kit Woodin

Upheal Team

Nick Neral

Getting started with Upheal

Why use Upheal?

What does Upheal do?

All the ways to get session content into Upheal, so you can get accurate notes effortlessly

How do I get notes from Upheal?

Get started with Upheal using your email or Google account

Creating an Upheal account

About our AI demo client

Prepare for sessions,  take action on billing and scheduling, and draft clinical documents with AI

Upheal AI Assistant

How do I contact support?

The AI approach, training data, and validation behind the Upheal AI Assistant

How the AI Assistant works

Adding your logo and branding (change the color) to client facing documents, the Client Portal, and Telehealth screens.

Add your logo and branding to Upheal

How AI builds your session notes from transcripts

Understanding how your notes are generated

Upheal Clinician app

Welcome to Upheal!

Introducing Upheal to your clients

What it looks like when you invite a client to join an Upheal telehealth session

Curious about a client's first-time experience with Upheal?

Helping clients understand Upheal

Move client and practice data into Upheal from SimplePractice

Moving your records from SimplePractice to Upheal

Download your client list, notes, and documents from TherapyNotes so you can bring them into Upheal

Exporting your data from TherapyNotes

Add your full client list to Upheal from another practice management system

Importing multiple clients at once from other EHRs

If you're thinking about using Upheal as your EHR, this article describes the migration process for getting your existing data into Upheal.

Group Practices: Migrating Your Data to Upheal

Exporting data from your former EHR, and uploading it to Upheal

Switching to Upheal

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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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.

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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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