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

Reassigning transcript speakers

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 session transcripts

Aviva Glassman

Navigating your notes

Upheal web

Upheal app

Find answers and get help from Intercom Support and Community Experts

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