Ava Rose

Commented on Client Address Populating "First Name" FieldI didn’t correct it so that you can see it. Let me know if you need more info from me.Commented on Client Address Populating "First Name" FieldHi, I’m still having this issue. A client just completed the Telemental Health Consent form, and his address over-wrote his name.Created Client Billing Display Commented on Consultation MeetingsGlad that was helpful! 🥰Created Match Client Name Spelling in Progress Notes Commented on Consultation MeetingsI referenced the specific treatment modalities that I use, but of course those could be swapped for other modalities or something more generic. Ideally, if Upheal develops a template, they could allow the clinicians to choose from a list of modalities, just as we do for our progr…Commented on Consultation MeetingsHere are the prompts I used in case this is helpful: Description: Summary of consultation goals; topics discussed; insights and reflections; recommendations; plans. Refer to therapist as "Consultant" and client as "Consultee." Section 1: Header for this section: "Consultation Top…Commented on Consultation MeetingsI’m using Upheal for this! I created my own custom template for individual consultation, which is working well. But it would be nice to have a default Upheal template for this, as well as a Group Consultation template!Upvoted Consultation Meetings Upvoted I think it would be helpful to have the fee agreement on the profile for our clients that are cash only Upvoted Default Service Type for Calendar Events Upvoted Practice-level document library for quick messaging and sharing Upvoted Provider notification when a client submits a form Upvoted Just One Portal Link Commented on Client Address Populating "First Name" FieldAlso: it has happened every time.Commented on Client Address Populating "First Name" FieldI usually access Upheal on Firefox, but sometimes on Chrome, and it’s happening in both places. It also shows up on the Upheal app in Zoom: my list of clients will show the new client’s address instead of their name. That’s usually how I first discover it, then I go into Upheal o…Created Client Address Populating "First Name" Field Commented on Auto-populate procedure codes on invoices (from calendar)I got input on how to do this in my custom template, and it’s working well!Commented on 💳 Client BalancesThis is great! I created a new “Feature Request” just now asking if we can also see these running balances for all clients at a glance (on Clients page). 🙏Created Easier access to outstanding balances Upvoted 3 way messaging Upvoted Tags for Messaging Commented on Access archived clients in Client sectionThere’s your new tagline - haha. 😂Commented on Access archived clients in Client sectionI happily submitted a glowing review on Trustpilot, titled: “An EHR as attentive and responsive as you are..…” As I said in the review, after being an attentive listener all day, trying to respond thoughtfully to my clients, it’s so refreshing to receive that kind of attention an…Created Can we have an option to include procedure codes on billing statements?Commented on Access archived clients in Client sectionThank you! You guys are so responsive! So glad I’m switching from my old EHR to Upheal. I’m going to recommend this platform to all my colleagues. ❤️Commented on Access archived clients in Client sectionCase in point: a few days after suggesting this feature, I had to access an archived client, and had already forgotten where to find the file! 😂Created Replace "Custom Prompt" as a heading with our own heading Created Auto-populate procedure codes on invoices (from calendar)Created Autofill "Next Session" in Progress Notes