Soul space ehr transition

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Why is Soul Space changing systems?
To improve your experience with more reliable appointment reminders, video links, and secure client portal access.

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Will there be any disruption to my appointments?
No. Your scheduled appointments remain the same. You may receive duplicate reminders from both the old and new systems temporarily.

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What do I need to do?
Look for an email from Upheal (check spam/junk folder). It will contain a link to your new client portal where you’ll need to:

• Re-sign consent forms (telehealth, privacy, etc.)

• Update payment method (for self-pay clients)
   

What about insurance clients?
Your billing continues through Headway exactly as before. No action needed from you.
 

What about self-pay clients?
Invoicing will move from SimplePractice to Upheal. You will receive invoices directly through your Upheal client portal.
 

Where will my appointment reminders come from?
Going forward: Upheal (email and/or text).
For a short transition period: you may still receive reminders from SimplePractice as well.
 

Where is my telehealth link?
Your link will be in the Upheal appointment reminder. It may open in a browser rather than a mobile app. Please click it 2–3 minutes early to test.
 

Do I need to download an app?
No. Upheal works through your web browser on computer or phone.
 

What if I can’t find the email from Upheal?
Check your spam/promotions folder. Add Upheal and Soul Space to your contacts. Still can’t find it? Email Sonya directly.
 

Who do I contact with problems during the transition?
Reply to any Soul Space message or email Sonya directly at sonya@soulspace.systems. Please allow a little extra response time during the first week of transition.
 

What other small changes should I expect?

• You may need to log in with a new password.

• Clinical assessments (if you complete them regularly) may arrive in a slightly different email format.

• Your payment method may need to be re-entered even if it was on file before.