✅ Your Practice To-Do List & Notifications
We're rebuilding the home experience around one clear view of everything that needs your attention: notes waiting to be signed, treatment plans coming due, outstanding balances, pending client forms, and the follow-ups you'd otherwise keep in your head.
You'll also get a proper to-do list. Add your own tasks, like calling a collateral contact or following up after a difficult session, and let the AI Assistant add what it notices, so "prep my day" becomes a list you can actually work through rather than a conversation you have to remember. Items clear as you complete them, and nothing important hides three clicks deep.
The goal: open Upheal in the morning and know exactly where your practice stands before your first client, without hunting through the calendar, payments, and client pages to piece it together.
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Comments23
Essence Scott
May 8
Omg yes. An actual dashboard
Kellyanne Richmond
May 28
•Merged request
•5 votes
dashboard
I have posted about this before and am going to post about it again. Having a dashboard where it says what notes are waiting for review, signature, when treatment plan reviews are upcoming, invoices overdue, upcoming appt, assessments that need to be updated, missing notes, etc; for those who are using a group practice version to see who has uncompleted notes/signatures/etc.
Katerina Philbrick
May 20
I also would find this helpful. But Im just realizing the the Assistant can let us know? Currently I’ve been using the blue dot that appears on unopened session transcripts as a way to keep track, but that means that I won’t open them until I’m ready to finalize the note.
Essence Scott
May 21
agreed. we need a dashboard bad.
Kellyanne Richmond
May 28
•Merged request
•2 votes
Sticky Notes / Dashboard
I am still advocating for a good dashboard for therapists. I do want to have a section for “sticky notes” where we can put basic notes or reminders for everyday type things.
chananya abraham
May 28
•Merged request
•4 votes
Daily notficiation
On the main page, on the left side, can there be a notification of things we need to
take care of? likes notes, billing, or reminders for practice management….
Larisa Neskovic
Jul 2
Yes! For all the neurodivergent folks that love a checklist!
chananya abraham
Jul 22
•Merged request
•3 votes
Notifications
On the menu bar on the left side, there should be an option for notifications of things that we need to take care of, similar to what they have in Simple Practice. For example:
if there are notes that need to be finished or signed
if there are billings that need to be finalized or settled that we have not documented yet
if there are no emails or texts that need to be sent out to clients or to insurances
There should be a notification bar with the number of different items that still need to be taken care of
Kassidy Nearhoof
Jun 19
Was just coming on here to say this exact same thing! This would be a game changer!
Michael Osborne
Jul 22
•Merged request
•5 votes
Todo or Tasks lists
It would be awesome to have to today’s tasks list in the system that the Ai assistant can create for us. Love to Prepare my day prompt, but love to be able to keep things in the system and have a todo list created from that. To add ot that would be notes that need done, treatment plans that are due or need updated, notices of clients that haven’t been seen in awhile to follow up with them.
Essence Scott
Apr 22
Great idea
Myeshia Hammond LMFT
Jul 23
•Merged request
•3 votes
Status Updates
In my current EHR we are notified when a client completes paperwork or has accepted the portal invite. Can we please have a similar type of feature added? Right now it seems like the only we will know, is if we go into each individual chart to see if there are any signed documents. That would be tedious for those of us transferring an entire case load.
Adrian Tannock
Jul 23
•Merged request
•1 vote
Incomplete client forms
A “Pending forms” button (perhaps in the forms or clients session) that takes you to a screen that lists all clients with outstanding forms so I can quickly chase them up from one screen, rather than having to search for outstanding forms manually.
Josh Rychert
Jul 23
•Merged request
•4 votes
Notification to clinician and client regarding client form completion
need notification to clinician when client completes form, reminder notification to client x number of days after initial sending if not complete, notification to clinician x number of days before session is forms still pending.
Michelle Smeller
Aug 27
So, I recently asked my AI Assistant to identify items that I have promised clients in session and it did a really good job of locating them. Could there be a way to have those ToDos automatically generated with the note? I have ADHD myself and it is so hard to remember when I promise clients stuff.