Feature Request
Auto-deactivate inactive clients after configurable inactivity threshold
Feature Suggestion: Automated Inactivity Tracking and Inactive Client Offboarding Workflow Add an automated background workflow for managing inactive caseloads. Therapists should be able to set an inactivity threshold (e.g., 30 days without a session and no future appointments scheduled). Once a client hits this threshold, the system should automatically: Send a customized warning message informing them that they need to schedule an appointment or their patient portal access will be deactivated. Automatically deactivate the client's account if they do not respond by scheduling within a set grace period. Send a follow-up notification informing them of the deactivation and letting them know they can return at any time by contacting the office. This would eliminate the need to manually run reports and manage follow-ups, saving significant administrative time for caseload maintenance.
Liza Shaw about 1 hour ago
High Priority
+1
💡
Auto-deactivate inactive clients after configurable inactivity threshold
Feature Suggestion: Automated Inactivity Tracking and Inactive Client Offboarding Workflow Add an automated background workflow for managing inactive caseloads. Therapists should be able to set an inactivity threshold (e.g., 30 days without a session and no future appointments scheduled). Once a client hits this threshold, the system should automatically: Send a customized warning message informing them that they need to schedule an appointment or their patient portal access will be deactivated. Automatically deactivate the client's account if they do not respond by scheduling within a set grace period. Send a follow-up notification informing them of the deactivation and letting them know they can return at any time by contacting the office. This would eliminate the need to manually run reports and manage follow-ups, saving significant administrative time for caseload maintenance.
Liza Shaw about 1 hour ago
High Priority
+1
💡
Feature Request
Global default custom note/footer on all invoices
Feature Suggestion: Global Invoice Footer / Custom Note on All Invoices Add a setting to add a default custom note, footer, or payment instructions on every generated invoice. Currently, custom text can only be added to individual invoices manually, which creates extra administrative steps for recurring billing or standardized practice policies (e.g., payment terms, Zelle/Venmo handles, or insurance disclaimers). A global invoice note setting would save significant time and ensure consistency across all client billing documents.
Liza Shaw about 1 hour ago
High Priority
+2
💡
Feature Request
Global default custom note/footer on all invoices
Feature Suggestion: Global Invoice Footer / Custom Note on All Invoices Add a setting to add a default custom note, footer, or payment instructions on every generated invoice. Currently, custom text can only be added to individual invoices manually, which creates extra administrative steps for recurring billing or standardized practice policies (e.g., payment terms, Zelle/Venmo handles, or insurance disclaimers). A global invoice note setting would save significant time and ensure consistency across all client billing documents.
Liza Shaw about 1 hour ago
High Priority
+2
💡
Feature Request
Assistant Pro as standalone add-on
I just want assistant pro as a stand alone add on, Offer Assistant Pro as a standalone add-on that can be purchased separately.
Zoe Southcott about 7 hours ago
1
💡
Feature Request
Assistant Pro as standalone add-on
I just want assistant pro as a stand alone add on, Offer Assistant Pro as a standalone add-on that can be purchased separately.
Zoe Southcott about 7 hours ago
1
💡
Feature Request
Reminder banner for clients in the Client list
Reminders for clinicians Add a way to set a personal reminder inside a client's chart or file, displayed as a banner that pops up next to their name in the Client list. Use cases: reminding oneself to tell the client things not to forget, e.g. that the clinician is taking off of work next week and asking to change the appointment, or remembering that the client is going on vacation.
Maliekalanikilaokapuanahenahe Carvalho about 17 hours ago
💡
Feature Request
Reminder banner for clients in the Client list
Reminders for clinicians Add a way to set a personal reminder inside a client's chart or file, displayed as a banner that pops up next to their name in the Client list. Use cases: reminding oneself to tell the client things not to forget, e.g. that the clinician is taking off of work next week and asking to change the appointment, or remembering that the client is going on vacation.
Maliekalanikilaokapuanahenahe Carvalho about 17 hours ago
💡
Feature Request
No alerts when a processed claim has a client deductible
No alerts for deductible applying The billing system does not alert the practice when a processed claim results in a client deductible that must be invoiced. When a claim is processed and the deductible needs to be met, insurance pays nothing and the system takes no further action, so the practice is never alerted to go back and invoice the client. Unless every remittance is read closely to look for deductibles, these invoices get missed — and reading through every remittance defeats one of the main purposes of using an EHR for billing.
David Drustrup 1 day ago
High Priority
Client Billing
No alerts when a processed claim has a client deductible
No alerts for deductible applying The billing system does not alert the practice when a processed claim results in a client deductible that must be invoiced. When a claim is processed and the deductible needs to be met, insurance pays nothing and the system takes no further action, so the practice is never alerted to go back and invoice the client. Unless every remittance is read closely to look for deductibles, these invoices get missed — and reading through every remittance defeats one of the main purposes of using an EHR for billing.
David Drustrup 1 day ago
High Priority
Client Billing
Calendar feature for appointments without client or email link
Add a calendar feature that allows creating an appointment without having to link it with a client or an email.
Patricia Moura 1 day ago
💡
Feature Request
Calendar feature for appointments without client or email link
Add a calendar feature that allows creating an appointment without having to link it with a client or an email.
Patricia Moura 1 day ago
💡
Feature Request
Add Moral Recontation therapy to modalities list
Add Moral Recontation therapy as an option in the modalities list.
Kenneth Tombley 2 days ago
💡
Feature Request
Add Moral Recontation therapy to modalities list
Add Moral Recontation therapy as an option in the modalities list.
Kenneth Tombley 2 days ago
💡
Feature Request
Choice Therapy modality (William Glasser)
Add Choice Therapy by William Glasser as a selectable therapy modality.
Kenneth Tombley 2 days ago
💡
Feature Request
Choice Therapy modality (William Glasser)
Add Choice Therapy by William Glasser as a selectable therapy modality.
Kenneth Tombley 2 days ago
💡
Feature Request
Cognitive Rehabilitative Therapy modality
Add Cognitive Rehabilitative Therapy as a selectable therapy modality.
Kenneth Tombley 2 days ago
💡
Feature Request
Cognitive Rehabilitative Therapy modality
Add Cognitive Rehabilitative Therapy as a selectable therapy modality.
Kenneth Tombley 2 days ago
💡
Feature Request
Interactive Metronome therapy modality
Add Interactive Metronome therapy as a modality, covering issues of impulse, executive function, and focus.
Kenneth Tombley 2 days ago
💡
Feature Request
Interactive Metronome therapy modality
Add Interactive Metronome therapy as a modality, covering issues of impulse, executive function, and focus.
Kenneth Tombley 2 days ago
💡
Feature Request
Relapse Prevention modality (CENAPS model by Gorski)
Add Relapse Prevention based on the CENAPS model by Gorski as a selectable therapy modality.
Kenneth Tombley 2 days ago
💡
Feature Request
Relapse Prevention modality (CENAPS model by Gorski)
Add Relapse Prevention based on the CENAPS model by Gorski as a selectable therapy modality.
Kenneth Tombley 2 days ago
💡
Feature Request
Messaging Templates
Would be nice to have ready-made templates for common messaging scripts such as a welcome message.
David Stanton 3 days ago
💡
Feature Request
Messaging Templates
Would be nice to have ready-made templates for common messaging scripts such as a welcome message.
David Stanton 3 days ago
💡
Feature Request
Who attended the session
When I am working with a couple and only an individual attends that particular session, Upheal tries to assign some of the words to the non-participating person. When I try to switch them to me, it swaps all my words to their name, so I have to assign each individual statement on the non-existent participant to my name. Please make a way to state who actually attended so AI can assign the speaker, rather than me having to do each statement individually.
Verlynda Simonyi-Gindele 4 days ago
💡
Feature Request
Who attended the session
When I am working with a couple and only an individual attends that particular session, Upheal tries to assign some of the words to the non-participating person. When I try to switch them to me, it swaps all my words to their name, so I have to assign each individual statement on the non-existent participant to my name. Please make a way to state who actually attended so AI can assign the speaker, rather than me having to do each statement individually.
Verlynda Simonyi-Gindele 4 days ago
💡
Feature Request
Cigna EAP Code
Hello! Cigna EAP requires use of code 99404 with no modifier. This code is not currently available in the insurance submission form. I need it added ASAP as it is keeping me from billing multiple sessions.
Michelle Smeller 4 days ago
High Priority
💡
Feature Request
Cigna EAP Code
Hello! Cigna EAP requires use of code 99404 with no modifier. This code is not currently available in the insurance submission form. I need it added ASAP as it is keeping me from billing multiple sessions.
Michelle Smeller 4 days ago
High Priority
💡
Feature Request
Maximum number of sessions
Could you work for a feature where we could control how many sessions maximum on a day can happen? for example, 5 clients per day ideal, so people could book 5 sessions and when those are booked it would not allow clients to self-book sessions that would go over that limit? but therapist can book if needed?
Jessica Deron 5 days ago
💡
Feature Request
Maximum number of sessions
Could you work for a feature where we could control how many sessions maximum on a day can happen? for example, 5 clients per day ideal, so people could book 5 sessions and when those are booked it would not allow clients to self-book sessions that would go over that limit? but therapist can book if needed?
Jessica Deron 5 days ago
💡
Feature Request
Session Summaries Available by default in client portal
The Clients session summaries are great and my clients are really loving it. The problem is that I have to push the button every time to send it. It would be great if we had an option to turn off/on visibility for the client. Those who don’t want it we can leave off and those that do will automatically have it available after the session.
Michelle Smeller 5 days ago
💡
Feature Request
Session Summaries Available by default in client portal
The Clients session summaries are great and my clients are really loving it. The problem is that I have to push the button every time to send it. It would be great if we had an option to turn off/on visibility for the client. Those who don’t want it we can leave off and those that do will automatically have it available after the session.
Michelle Smeller 5 days ago
💡
Feature Request
automatic unit-based pricing
Set up service price for 1 unit…seeking when change units in session cpt code area it will calcuate the number of units entered in session…this assists with quicker process and I do not have to do math.
William Snoberger MA 5 days ago
High Priority
+2
💡
Feature Request
automatic unit-based pricing
Set up service price for 1 unit…seeking when change units in session cpt code area it will calcuate the number of units entered in session…this assists with quicker process and I do not have to do math.
William Snoberger MA 5 days ago
High Priority
+2
💡
Feature Request
issue with calendar sync
Upheal’s calendar used to sync with my google calendar (and vice versa); I have noticed that upheal is no longer syncing with google. I see my gmail calendar on Upheal, but my client appointments (or anything else I schedule on upheal are not appearing on google. I really need everything to merge so as not to have conflicts. I have tried toggling on/off permissions and refreshed, but that has not helped. Is there a fix? is this just on my end? Thank you!
Katerina Philbrick 5 days ago
High Priority
+2
💡
Feature Request
issue with calendar sync
Upheal’s calendar used to sync with my google calendar (and vice versa); I have noticed that upheal is no longer syncing with google. I see my gmail calendar on Upheal, but my client appointments (or anything else I schedule on upheal are not appearing on google. I really need everything to merge so as not to have conflicts. I have tried toggling on/off permissions and refreshed, but that has not helped. Is there a fix? is this just on my end? Thank you!
Katerina Philbrick 5 days ago
High Priority
+2
💡
Feature Request