Upheal

How to create and delete notes, and how to reprocess your note and get a new one if something went wrong

Creating, deleting, and regenerating a note

Editing your notes

Using Smart Edit

Where to find your session transcripts and more

Session transcripts

Reassigning transcript speakers

Change client and session information from the session page

Editing client and session information in notes

Signing progress notes

Exporting your notes

Providing feedback on notes and insights

Switching which client a session and its notes belong to

Reassigning a session to another client

Removing a session including its notes, transcript, and insights

Deleting a session and all of its content

Deleting sessions transcripts and automatic transcript deletion

Deleting session transcripts

Aviva Glassman

Upheal Team

Navigating your notes

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.

{appName} in 60 seconds

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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