Last updated 06-29-2026
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Upheal
Upheal is an AI-native electronic health record built for mental health providers. It combines clinical documentation, scheduling, billing, telehealth, and compliance in one platform so therapists can run a practice without juggling separate tools.
The product started with therapy notes and expanded into full practice management. Session audio, dictation, or uploads feed into note templates like SOAP, DAP, BIRP, and GIRP, while Golden Thread links treatment plans to progress notes across sessions. A browser extension also pushes finished notes into existing EHRs such as SimplePractice or TherapyNotes.
Upheal targets solo therapists, group practices, and virtual care organizations. It supports in-person and virtual sessions, client intake forms, HIPAA-compliant messaging, and client payments with invoicing and superbills. Insurance billing is listed as coming in summer 2026.
Drafts SOAP, DAP, BIRP, GIRP, and custom notes from session capture in under 60 seconds
Golden Thread auto-generates treatment plans and keeps goals linked to every progress note
Built-in HIPAA telehealth with one-click client join and no downloads required
Scheduling sends intake forms and reminders when clients book from your link
Compliance Checker flags missing documentation before notes are signed
AI Assistant handles session prep, rescheduling, invoicing, and client messages in beta
Usage-based pricing at $1 per session with a $69 monthly cap replaces older flat-rate tiers.
Combines notes, scheduling, telehealth, payments, and compliance in one platform.
Strong compliance posture with HIPAA, SOC 2 Type II, PHIPA, PIPEDA, and GDPR coverage.
Works alongside existing EHRs via browser extension and offers SimplePractice migration.
Free plan keeps unlimited dictation-based notes without a credit card to start.
Insurance billing is not available yet and is scheduled for summer 2026.
Some AI Assistant scheduling and billing actions remain in beta.
Group and enterprise pricing requires contacting sales rather than self-serve checkout.
How much does Upheal cost?
Upheal charges $1 per completed session, capped at $69 per month for individual providers. That includes AI notes, scheduling, telehealth, billing, and the AI Assistant. A free plan remains available after the 30-day trial, and unlimited AI notes from dictation or text are free on upheal.io.
Is Upheal HIPAA compliant?
Yes, Upheal is HIPAA compliant and provides a Business Associate Agreement for covered entities. The platform is also SOC 2 Type II certified and supports PHIPA, PIPEDA, and GDPR requirements. Audio recordings are deleted by default after note generation unless you choose to save them.
Can Upheal work with my existing EHR?
Yes. Upheal captures sessions from any telehealth or video platform and includes a browser extension to copy notes into EHRs like SimplePractice, TherapyNotes, and Healthie. Upheal also offers AI-powered migration from SimplePractice and import tools for other systems.
Does Upheal include telehealth?
Yes. Upheal includes built-in HIPAA-compliant video sessions. Clients join with one click from the client portal without installing software, and your session history and treatment plan stay visible during the call.
What note formats does Upheal support?
Upheal supports SOAP, DAP, GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Intake, and Mental Status Exam templates. You can also build custom templates from 170 clinically approved sections or upload sample notes so the output matches your voice.
Does Upheal offer a free plan?
Yes. Upheal offers a free plan with unlimited AI notes from dictated or typed summaries plus HIPAA-compliant telehealth. New accounts get a 30-day full trial of paid features, and you can return to the free plan afterward with no credit card required to start.
When will Upheal support insurance billing?
Upheal lists insurance billing, including claims submission, ERA processing, and eligibility checks, as coming in summer 2026. Until then, the platform supports client billing with automated invoicing, superbills, and Stripe card processing at 2.9% plus $0.30 per transaction.