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

Navigating your notes

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Upheal app

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