Upheal
AI-native EHR platform for therapists automating notes, billing, and scheduling.
Pricing
About Upheal
Upheal is an AI-native electronic health record (EHR) system built specifically for mental health therapists and practitioners. Unlike traditional practice management tools that add AI features as afterthoughts, Upheal was designed from the ground up to automate clinical documentation, billing, scheduling, and compliance workflows. The platform captures therapy sessions and generates personalized therapy notes using customizable templates like SOAP, DAP, BIRP, and GIRP formats, with a feature called Golden Thread that connects problems, goals, interventions, and progress across every session. The tool is designed for individual therapists and group mental health organizations looking to reduce administrative burden and stay more present with clients. Upheal includes an AI Assistant that can handle scheduling changes, consent form management, and other practice tasks through natural language commands. The platform is HIPAA compliant, SOC 2 Type II certified, and supports 800+ organizations with over 70,000 providers. One limitation is that the tool is specifically tailored to mental health therapy practices, making it less suitable for other healthcare specialties.
At a glance
- Company
- Upheal, Inc.
- Platforms
- Web
- API
- Available
- Last verified
- June 2026
Who It's For
- •Individual therapists and counselors
- •Mental health group practices and organizations
- •Licensed Professional Counselors (LPCs)
- •Licensed Marriage and Family Therapists (LMFTs)
- •Mental health clinicians seeking to reduce administrative burden
How It Works
- 1AI captures therapy sessions and automatically generates personalized clinical notes based on customizable templates
- 2Golden Thread feature connects clinical problems, goals, interventions, and progress across multiple sessions
- 3AI Assistant processes natural language commands to handle scheduling, administrative tasks, and client management
- 4Compliance Checker validates notes against payer requirements and clinical standards
- 5Platform stores encrypted data on secure cloud infrastructure with audit logging capabilities
How to Use Upheal
- 1Set up account in under 5 minutes with no credit card required
- 2Choose or customize therapy note templates (SOAP, DAP, BIRP, GIRP formats)
- 3Record or upload therapy sessions for AI processing
- 4Review and edit AI-generated notes using custom editing features
- 5Use AI Assistant for scheduling, client communications, and administrative tasks via natural language commands
Key Features
- •AI note generation from therapy sessions
- •Customizable SOAP, DAP, BIRP, GIRP, and PIRP note templates
- •Golden Thread documentation connecting clinical elements across sessions
- •AI Assistant for scheduling and administrative task automation
- •Insurance billing and payment processing
- •Automated scheduling management
- •Telehealth/video call integration with AI notes
- •Compliance Checker for validating notes against requirements
- •Encrypted video calls
- •Secure consent collection and storage
- •Audit logging and data activity tracking
Use Cases
- •Automating therapy session documentation to reduce time spent on administrative work
- •Managing insurance billing and claims for therapy practices
- •Scheduling and client appointment management with automated reminders
- •Maintaining compliance with HIPAA, PHIPA, PIPEDA, and GDPR regulations
- •Running telehealth/video therapy sessions with integrated AI note-taking
Pros & Cons
Advantages
- •Specifically designed for mental health practitioners with clinical workflows embedded from the start, not bolted on
- •Comprehensive feature set covering documentation, scheduling, billing, and telehealth in one platform
- •Strong compliance certifications (HIPAA, PHIPA, PIPEDA, GDPR, SOC 2 Type II) tailored for healthcare
- •Affordable pricing starting at $1 per session capped at $69/month for individual practitioners
Disadvantages
- •Specialization in mental health therapy means limited applicability for other medical specialties
- •AI-dependent workflow may require training for therapists unfamiliar with AI tools
- •Limited information available about data export capabilities or switching to other EHR systems
Alternatives
See all Upheal alternatives →- Clinicminds
- Assort Health
- Freed AI
- SimplePractice
- TherapyNotes
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Frequently Asked Questions
What is Upheal?
Upheal is an AI-native electronic health record (EHR) system built specifically for mental health therapists and practitioners. Unlike traditional practice management tools that add AI features as afterthoughts, Upheal was designed from the ground up to automate clinical documentation, billing, scheduling, and compliance workflows.
How much does Upheal cost?
Upheal is free to use. A free trial is available.
Is Upheal free?
Yes, Upheal offers a free plan you can start with.
What are the best Upheal alternatives?
Popular Upheal alternatives include Clinicminds, Assort Health, Freed AI.
What is Upheal used for?
Upheal is commonly used for Automating therapy session documentation to reduce time spent on administrative work, Managing insurance billing and claims for therapy practices, Scheduling and client appointment management with automated reminders.
Does Upheal have an API?
Yes, Upheal offers an API for developers.
What platforms does Upheal support?
Upheal is available on Web.
Information Accuracy
Please note: While we regularly update all tool information including descriptions, features, pricing, and other details, this information may change over time as tools evolve and update their offerings. For the most current and accurate information, we recommend visiting the official website directly. Our goal is to provide you with comprehensive and up-to-date information to help you make informed decisions.