AI clinical notes, EHR, and practice management for therapists
Practice management software that automates admin for coaches while keeping client data private
Stage
Not given
MVP
Founded
Not given
Not given
Based in
US
CA
Pricing model
Freemium
Freemium
Pricing
Free plan includes basic AI notes and telehealth. AI Notes plan is $39/month for unlimited sessions. EHR Pay-as-you-go is $1 per session with $0.30 per claim and $0.15 per eligibility check. EHR Pro is $99/month flat with Assistant Pro included. AI Assistant Pro is +$39/month. Card processing is 2.9
Free during private beta and free while coaching up to 3 paying clients. After that: $49 USD/month standard; $39 USD/month for founding coaches (first 100 practices, for life); $29.40 USD/month for beta coaches (for life). Billed monthly in the currency of your practice's country. No transaction fee
Key features
AI-generated progress notes in under 60 seconds
30+ clinical note templates with custom options
AI learns therapist writing style
Compliance checker for payer requirements
HIPAA-compliant built-in telehealth
Integrated scheduling and calendar sync
Insurance claims submission and ERA matching
Client portal with secure messaging
AI-powered data migration from other EHRs
AI Assistant for admin tasks and session prep
Automated booking with client self-service and Google Calendar sync
Self-chasing invoices with multiple payment methods
Intake forms and agreements sent before first session
Private client portal for sessions, invoices and notes
ICF hours tracking with paid and pro bono split
Coaching website drafted from coach's own words
Email outreach to past and current clients
Session prep with goals, commitments and client notes
Client pipeline with stages and automated check-ins
In-app Guide for help articles and import assistance
What makes it different
AI-native EHR design with AI integrated from the foundation rather than bolted on
Works standalone with existing EHR or as complete practice replacement
AI learns individual therapist writing style for personalized notes
Fast migration from SimplePractice, TherapyNotes and other platforms
No separate subscription for telehealth or integrations
All features in one flat price with no transaction fees on client payments
Staff have no tool to access coach accounts or client records
AI assistant has zero data retention and never trains on user data
Built by a working coach who still runs his practice on the platform
Upheal
CoachTide