Upheal
AI progress-note software for therapists that also offers an EHR with scheduling, telehealth and billing.
Upheal is clinical documentation software for mental health professionals. Upheal captures a therapy session held in person or online, or takes dictated or typed observations, and drafts a structured progress note in a chosen template for the clinician to review, edit and sign. It can also serve as a full EHR with scheduling, telehealth and billing.
Best for Therapists and group practices who want session notes drafted automatically and, optionally, practice management in the same system.
- Platforms
- Web, iOS, Android, macOS, Browser extension
- Pricing model
- Freemium
- Free plan
- Yes
- Free trial
- Yes
- Made by
- Upheal
- Added
Last verified: . Information taken from upheal.io.
What is Upheal?
Upheal is a documentation and practice-management platform for therapists. Its core function is drafting progress notes: a session is captured in the browser, the mobile app, a telehealth call or a third-party video platform, or the clinician dictates, types or uploads a recording afterwards, and the software returns a note in formats such as SOAP, DAP, GIRP or BIRP, plus psychiatric and custom templates. Treatment plans can be generated from past sessions, and a compliance checker reviews notes against payer criteria. An AI Assistant answers questions about cases and edits notes on request. Clinicians can keep their existing EHR and transfer notes with a browser extension, or use Upheal's own EHR, which covers scheduling, intake forms, a client portal, messaging, video calls, invoicing and insurance claims. The company lists HIPAA, PHIPA, PIPEDA and GDPR compliance and SOC 2 Type II certification.
Key Features
AI Progress Notes
Drafts a structured note from a captured session, a dictated summary, typed observations or an uploaded recording.
Template Library and Customisation
Offers therapeutic and psychiatric note types for individuals, couples and families, built from more than 170 preset sections with custom AI prompts.
Treatment Plans and Compliance Check
Generates treatment plans that link goals across sessions and audits notes against insurer documentation criteria.
AI Assistant
Responds to plain-language requests such as reformatting a note, preparing for the next client or listing unsigned notes.
Telehealth and Session Capture
Provides its own video calling and records sessions held in person, on Zoom or on other calling platforms.
Practice Management and Billing
Handles self-scheduling with reminders, intake forms, a client portal, invoices, superbills, card payments and insurance claims.
How Upheal works
Capture the session
Record an in-person or virtual session, or dictate, type or upload a summary afterwards.
Choose a note type
Select a therapeutic or psychiatric progress-note template for an individual or a couple.
Receive the draft
Upheal returns the note with extra insights, and a treatment plan can be generated from earlier sessions.
Review and sign
Edit where needed and sign, or push the note into another EHR with the browser extension.
Screenshots
Use Cases
- Finishing Notes After Each Session
- Receive a draft progress note shortly after a session ends and sign it once reviewed.
- Documenting Without Recording
- Dictate or type a brief recap and have it turned into a structured note.
- Preparing for the Next Client
- Ask the assistant for objectives and what was planned before a session starts.
- Running a Private Practice
- Manage bookings, forms, video sessions and payments from one workspace.
- Moving from Another EHR
- Import clients and records exported from a previous system with guided migration.
Things to know
- Clinician review is part of the flow
- Notes arrive as drafts that the clinician reviews, edits and signs before they are final.
- Free plan scope
- The Free plan covers individual therapy only and does not create notes from live video or audio capture.
- Recordings deleted by default
- Session audio is removed after the note is generated unless the user decides to save it.
- Family therapy templates are limited
- For family sessions the site currently lists SOAP and custom templates only.
FAQs
What is Upheal?
Upheal is an AI-powered documentation platform for therapists that drafts progress notes from sessions and can also act as a full EHR.
What is Upheal used for?
Upheal is used to produce therapy progress notes and treatment plans, and to run scheduling, telehealth, client messaging and billing for a mental health practice.
Is Upheal free?
It provides basic AI notes from text, dictation and uploads for individual therapy, plus telehealth calling without AI.
How much does Upheal cost?
Upheal: a free plan is available, and a free trial is offered. Paid plan rates are published on upheal.io. Check the official pricing page for current amounts.
Is Upheal HIPAA compliant?
Upheal states that it is HIPAA, PHIPA, PIPEDA and GDPR compliant and SOC 2 Type II certified.
Does Upheal work with my existing EHR?
Yes. Upheal says its notes work alongside any EHR, with a browser extension that fills notes into the other system, or it can replace the EHR entirely.
Does Upheal have mobile apps?
Yes. Upheal offers apps for iPhone, iPad and Android devices as well as a Mac desktop app.
What happens to session recordings in Upheal?
Upheal deletes session audio automatically once the notes are produced, unless you choose to keep it. You can also opt out of de-identified data being used for model training.
Who it's for
- Therapists
- Counsellors
- Psychiatrists
- Group practices
- Virtual care providers
Comments
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Listed in the same categories as Upheal. A starting price appears only where we checked it on the maker’s pricing page; a dash means not checked or not published. All Health & Wellness tools