📊 Track and Visualize Assessment Scores Over Time
We're adding score tracking and visual trends for clinical assessments like the PHQ-9 and GAD-7 so you can see at a glance whether a client is improving, plateauing, or getting worse.
Right now, if you want to compare a client's assessment scores across sessions, you have to open each submitted form individually and do the math yourself. With this update, scored measures from our template library will include automatic severity interpretation (e.g., Minimal, Moderate, Moderately Severe) and plot scores on a trend line over time. You'll see a clear graph with color-coded severity zones directly in the client's chart. We'll also retroactively calculate scores for assessments clients have already completed, so your historical data shows up on day one.
This gives you an objective view of treatment progress in under five seconds, makes it easier to justify continued care to payers, and helps you catch concerning changes early instead of relying on memory or manual comparisons.
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Comments17
Upheal Moderator
Jul 17
PinnedExciting news: Upheal’s progress tracking is now live! 🥳
You can now automatically score PHQ-9 and GAD-7 assessments, visualize progress over time, and see severity-based trend lines right inside the client chart.
Instead of digging through old forms and comparing scores manually, you’ll get a clear, at-a-glance view of how a client is doing, plus AI insights that explain what changed and why.
This update also includes quick stats, color-coded severity zones, retroactive scoring for past assessments, and PHQ-9 item 9 safety alerts — so tracking progress is faster, clearer, and more clinically useful than ever.
David Brocato
May 7
I have struggled to find a really good measurement tool. I do know Joint Commission and CARF both allow for the PHQ9 to used as a measured outcome. So this would be fantastic.
Andrea Siegel
Mar 16
•Merged request
•2 votes
Visual tracking and automatic assessment?
Hello, I use assessments (some unusual ones, like the Massachusetts General Hospital (MGH) Hair Pulling Scale). Would be great if there could be a feature not only for automatic scoring beyond the common assessments such as PHQ-9/GAD-7, but also quick visual graphing for therapists (and clients?) to see how the scoring results shift from week-to-week.
Upheal Moderator
Mar 16
•Merged request
•27 votes
Clinical Assessments with Automatic Scoring (PHQ 9, GAD 7 etc.)
We’re adding automatic scoring for common clinical assessment forms like PHQ 9 and GAD 7. Scores will be calculated instantly from client responses, making it easier to track progress over time without manual math.
Marina Winkler
Feb 12
This is a Great Feature. Maybe also the possibility to translate them into our own language and a way so that we as users could add an algorithm to forms doing this for the tests which we need. Thanks a lot, Marina
Upheal Moderator
Jul 22
•Merged request
•13 votes
📈 Client Progress and Outcomes Tracking That Runs in the Background
We're adding automatic client progress tracking so you can see how each client is doing over time without adding a single step to your workflow.
Three things come together inside the client profile: AI-derived progress from your session content, standardized assessments like PHQ-9 and GAD-7 with automatic scoring, and short client-facing check-ins on the goals in their treatment plan. You stay in control of which signals matter for each client. The system surfaces trends and flags when something's worth a second look.
This gives you the documentation payers and accreditors increasingly ask for, helps you have grounded conversations with clients about their progress, and turns measurement-based care from a separate tool you'd have to learn into something that just happens as you do your work.
Katerina Philbrick
May 7
Love this idea!
Essence Scott
May 8
!!!
Michelle Keller
Aug 11
Is there a way to get it so that we can administer and record PHQ-9 and GAD-7 assessments in sessions with clients versus waiting for their email responses?
Patricia Martinez
Aug 12
Can you add the PCL5, CPSS, and PHQLong?
Tony Hasaballa
Aug 24
how many times does a client have to do the GAD-7 or PHQ-9 for this to kick in?
Leila Anderson
Aug 24
Hi there! Just once, but it does have to be within 48 hours to either side of a session so that we can be confident that the score is linked to the client’s functioning as reflected in that particular session.