Upheal

What Is Upheal?

Upheal is a cloud-based, AI-native EHR built specifically for mental health providers. The Upheal software captures therapy sessions and drafts clinical notes, transcripts, and treatment plans, reducing post-session paperwork.

It also includes practice management tools such as scheduling, digital intake forms, a secure client portal, telehealth, and billing, giving therapists a centralized platform for managing documentation and practice operations. Providers can use Upheal alongside their existing EHR or migrate their practice to the platform, helping them reduce administrative work and stay focused on client care.

What Is Upheal Best For?

The platform is best known for its AI Progress Notes, which generate formatted clinical documentation from therapy sessions or dictation in as little as 60 seconds while adapting to each clinician’s writing style over time. Upheal supports various clinical note formats, including SOAP, DAP, GIRP, BIRP, EMDR, and MSE, allowing providers to choose a format that fits their documentation workflow.

Clinicians can also customize note templates using prebuilt clinical sections or create their own, while AI-powered editing tools let them adjust the structure, content, and language of generated notes. This makes Upheal particularly useful for providers looking to reduce documentation time without having to change their preferred clinical documentation style.

How Much Does Upheal Cost?

Upheal Pricing starts at $1/session and is capped at $69/month for the Individual plan. The software also offers the following plans:

• Group: Custom pricing
• Enterprise: Custom pricing

The following additional charges may apply depending on the services and payment features used:

• Card Payment Processing: 2.9% + $0.30/transaction for online payments processed through Stripe
• Insurance Claim Submission: $0.30/claim submitted
• Eligibility Check: $0.15/eligibility check
• Implementation/Migration: Included for Group plans; Enterprise pricing is customized

Users generally view Upheal’s pricing as fair for its feature depth and integrated EHR capabilities, though some users feel it is slightly expensive compared with standalone AI documentation tools.

Disclaimer: The pricing is subject to change.

Upheal Integrations

The software supports integration with multiple systems and platforms, such as:

• Zoom
• Google Meet
• SimplePractice
• TherapyNotes
• IntakeQ
• Healthie

How Does Upheal Work?

Here is how you can get started with Upheal once your account is set up:

• Access the main dashboard to view upcoming sessions, unsigned notes, and today's schedule
• Select a progress note type from the available therapeutic and psychiatric templates
• Capture a session through audio, video, text, or manual upload
• Review the AI-drafted clinical note generated in about 60 seconds
• Run the note through the compliance checker, make any necessary edits, and sign it
• Generate treatment plans from past session data as needed
• Manage post-session tasks such as sending invoices or collecting client payments
• Use the AI Assistant to retrieve client information or prepare for upcoming sessions

Who Is Upheal For?

Upheal is designed to support a range of mental health providers and practice types, including:

• Individual providers
• Group practices
• Virtual providers

Upheal Use Cases

Based on our analysis of Upheal's current capabilities, we have identified key scenarios where this software is a good fit for mental health providers:

Solo Therapists Managing Heavy Documentation Workloads

Solo therapists who manage their own caseloads may struggle to complete clinical notes after back-to-back sessions, leaving less time for other practice responsibilities. Upheal's AI Progress Notes drafts clinical documentation while allowing providers to review, edit, and approve the final note. Its AI Assistant can also recap recent sessions, retrieve treatment-plan information, and surface details from earlier sessions when therapists need to prepare for returning clients. This combination can help individual providers reduce documentation workload while keeping client information readily accessible.

Group Practices Managing Multiple Provider Schedules

Group practices with several therapists may struggle to keep track of individual provider availability, appointments, and schedule changes when calendars are managed separately. Upheal's centralized scheduling lets practice managers manage every provider's calendar, appointment, and availability from one place. This gives the practice a shared view of scheduling activity without relying on individual providers to communicate updates or maintain separate scheduling tools.

Virtual Care Networks Managing Provider Documentation

Virtual care providers managing a growing network of clinicians may struggle to maintain consistent documentation and compliance processes across providers. Upheal's AI documentation and Compliance Checker provide each provider with automated clinical notes while flagging documentation gaps before they result in insurance clawbacks. The platform applies these tools across the provider network, allowing virtual care organizations to standardize their clinical documentation workflow without requiring individual providers to adopt separate systems.

Is Upheal Right For You?

Looking for an EHR that gives you back the hours spent on documentation? Upheal addresses time-consuming note-taking and fragmented practice workflows by combining AI-powered documentation with scheduling and billing in one system.

The platform is HIPAA-, PHIPA-, PIPEDA-, and GDPR compliant, is SOC 2 Type II certified, and runs on encrypted cloud infrastructure built to scale with a growing caseload.

Trusted by organizations including Two Chairs, Fort Health, and Cartwheel for how well it fits their virtual-first care workflows as they scale across growing provider networks.

Still not sure if it is right for you? Contact us at (661) 384-7070, and we will help you make the best decision regarding Upheal features and more.