Upheal

Upheal provides a centralized calendar that syncs with personal calendars, Google Calendar, Alma, and Headway in real time to reflect provider availability and prevent double-bookings. Providers can customize appointment types, allow clients to self-schedule through the Client Portal, and automate reminders. The AI Assistant can also help reschedule appointments, move recurring sessions, and send booking links with provider approval.

The software reviews clinical notes for missing documentation elements based on payer standards, including criteria used by Aetna and Optum. Providers can review flagged items in a checklist or automate checks with daily summaries. It also supports PDF notes from external EHRs, allowing providers to check documentation without moving it into Upheal.

A conversational tool answers questions about a clinician's own practice, clients, and schedule. It can surface treatment plan objectives, flag unsigned notes, or check on clients showing signs of worsening symptoms. Providers gain a quicker way to prepare for sessions without digging through separate records beforehand.

Eligibility checks, claims submission, and payment matching run inside the same system used for documentation, removing the need for a separate clearinghouse. Keeping billing tied to clinical notes gives a practice a clearer view of its revenue cycle. This reduces the manual cross-checking typically required between separate systems.

Upheal provides browser-based, HIPAA-compliant telehealth for individual, couple, anonymous, and family sessions without requiring downloads or patient logins. Providers can use a single link to invite clients, manage the waiting room, and access past sessions and treatment plans during calls. AI notes are ready approximately 60 seconds after the session ends and sync with the client record.