# 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. - Official site: https://upheal.io - Listed in: [Health & Wellness](https://trendhub.net/ai-tools/category/health-wellness), [Notes & Knowledge Management](https://trendhub.net/ai-tools/category/notes-knowledge) - Last checked: 2026-10-09 (facts taken from upheal.io) - Source page: https://trendhub.net/ai-tools/upheal-ai-therapy-notes-ehr-therapists ## Key facts - Platforms: Web, iOS, Android, macOS, Browser extension - Pricing model: Freemium - Free plan: Yes - Free trial: Yes - Made by: Upheal ## 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 1. **Capture the session**: Record an in-person or virtual session, or dictate, type or upload a summary afterwards. 2. **Choose a note type**: Select a therapeutic or psychiatric progress-note template for an individual or a couple. 3. **Receive the draft**: Upheal returns the note with extra insights, and a treatment plan can be generated from earlier sessions. 4. **Review and sign**: Edit where needed and sign, or push the note into another EHR with the browser extension. ## 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. --- Source: https://trendhub.net/ai-tools/upheal-ai-therapy-notes-ehr-therapists (trendhub)