Upheal is an AI-powered EHR and practice management platform for therapists that automates progress notes, treatment plans, scheduling, and billing.
About
Upheal is an AI-powered electronic health record (EHR) and practice management platform built for mental health professionals, including therapists, psychologists, psychiatrists, and counselors. Its primary purpose is to reduce the time clinicians spend on documentation: Upheal captures sessions and generates finished progress notes in common clinical formats, and the company reports users can save up to six hours per week on paperwork.
The platform works across three capture modes — in-person recording, virtual session capture on any platform, and dictation or typed summaries. After a session is captured, the clinician selects a note template, the AI produces a draft note plus optional treatment plan, and the clinician reviews and signs. Upheal can be used as a standalone notes tool or as a full EHR replacement, with scheduling, client portal, telehealth, and billing. The company is headquartered in Miami, Florida, and serves providers in the US, Canada, the UK, Australia, New Zealand, and the EU.
Key Features
Pricing & Fees
- Pricing: The Free plan costs $0 and includes basic AI notes from dictation, text summaries and uploads, HIPAA-compliant telehealth without AI, and Google Calendar sync. AI Notes is $39/month flat with unlimited AI notes. EHR Pay-as-you-go is $1 per session based on usage. EHR Pro is $99/month flat. Card processing is 2.9% + $0.30 per online transaction; insurance billing is $0.30 per claim and $0.15 per eligibility check (US only). Group pricing is available by contacting sales.
- Free tier and trial: A free plan and a 30-day free trial of paid plans are available with no credit card required; a 30-day money-back guarantee applies.
- Platforms: Mobile and desktop apps for iOS, Android, Mac, and Windows, with data synced across devices; a browser extension fills notes into an existing EHR.
- Compliance: Upheal is HIPAA, PHIPA, PIPEDA, and GDPR compliant and holds SOC 2 Type II certification, with encrypted video and audit logs.
Who It's For
Upheal is designed for individual mental health providers who want to cut documentation time, group practices that need per-seat plans with team management and SSO, and virtual care companies scaling their operations. Typical users include solo therapists replacing or supplementing an existing EHR, psychiatrists who need psychiatric note templates, and organizations handling insurance billing. A browser extension also supports clinicians who want to keep their current EHR while using Upheal only for note generation.
FAQ
What is Upheal?Upheal is an AI-powered mental health EHR and practice management platform that automates clinical documentation, scheduling, telehealth, and billing for therapists, psychologists, psychiatrists, and counselors.
Does Upheal have a free plan?Yes, the Free plan includes basic AI notes from dictation, text summaries and uploads, HIPAA-compliant telehealth without AI, and Google Calendar sync, with no credit card required; live session capture with automated notes starts on the $39/month AI Notes plan.
Can Upheal work with my existing EHR?Yes, Upheal can capture sessions held on any platform or EHR, and a browser extension fills generated notes into an existing EHR; it also offers AI-assisted migration from EHRs such as SimplePractice, TherapyNotes, and Sessions Health.
How does Upheal handle privacy and compliance?Upheal is HIPAA, PHIPA, PIPEDA, and GDPR compliant, holds SOC 2 Type II certification, and uses encrypted video and audit logs.
Which note formats does Upheal support?It supports SOAP, DAP, GIRP, BIRP, PIRP, SIRP, PIE, Intake, and EMDR note formats for individuals and couples, across eight languages.
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