Clinic & practice management · United States
Upheal
AI clinical notes, EHR, and practice management for therapists
Upheal generates AI therapy notes in under 60 seconds and offers a full EHR with scheduling, billing, telehealth, and insurance claims for mental health
About Upheal

Upheal is an AI-powered platform for therapists that generates clinical progress notes automatically from therapy sessions. The core AI notes feature works with any existing EHR, turning each session into a formatted note in under 60 seconds while learning the therapist's writing style. For practices ready to consolidate tools, Upheal offers a full AI-native EHR with integrated scheduling, client portal, secure telehealth, practice forms, client billing, and insurance claims management. The platform includes an AI Assistant that handles administrative tasks like rescheduling, invoicing, and appeal drafting. All features are HIPAA-compliant with SOC 2 Type II certification and data encryption.
What we found
- 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
Pricing
Pricing model: Freemium
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
Common questions
- What is Upheal and how is it different from other EHRs?
- Upheal is an AI clinical notes platform for therapists that can work alongside an existing EHR or function as a complete practice management system. It automatically generates progress notes in under 60 seconds, learns the therapist's writing style, and includes compliance checking. The full EHR adds scheduling, billing, insurance claims, client portal, and telehealth, all built around AI from the foundation.
- How does the AI note-taking work?
- After each session, Upheal's AI generates a clinical note in the therapist's preferred template format in under 60 seconds. The AI learns the therapist's writing style over time and improves with every edit. Therapists can choose from 30+ note templates or create custom ones from 170 clinically approved sections, and a built-in compliance checker reviews notes against payer requirements before signing.
- Can I migrate from SimplePractice or another EHR?
- Yes. Upheal's AI-powered migration works with any EHR by exporting data from SimplePractice, TherapyNotes, Sessions Health, or other platforms and automatically recreating clients, notes, and documents. PDF forms and templates can also be uploaded for the AI to recreate. Most therapists are up and running before their next session.
- Does Upheal include telehealth?
- Yes. Upheal includes built-in HIPAA-compliant telehealth with video sessions. Your full client history and treatment plan are visible during the video call, and clients can join with one click from the portal without needing to download anything.
- Is Upheal HIPAA compliant?
- Yes. Upheal is fully HIPAA compliant with all data encrypted in transit and at rest. The infrastructure meets security standards for protected health information, and Upheal provides a Business Associate Agreement for every account.
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