Last updated 08-31-2026
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Upheal
Therapists reach for Upheal when they need healthcare documentation and billing in one system. Session audio, dictation, or uploads become signed clinical notes in about 60 seconds, with scheduling, telehealth, client payments, and insurance claims kept in the same workspace.
Most therapy note scribes stop at documentation and push finished text into another EHR. Upheal is built as a full practice system with usage-based pricing at $1 per completed session, capped at $69 per month, and insurance billing that charges per claim rather than a monthly clearinghouse subscription. That makes it a stronger fit for solo and small-group providers who want one login for notes and revenue cycle work.
The product serves individual clinicians, group practices, and virtual care organizations running in-person or telehealth sessions. Intake forms, HIPAA-compliant messaging, treatment plans linked to progress notes, and a browser extension for SimplePractice or TherapyNotes let teams adopt it gradually or replace an existing EHR when ready.
Drafts SOAP, DAP, GIRP, BIRP, and 30+ note templates from session capture in under 60 seconds
Golden Thread links auto-generated treatment plans to every progress note for payer audits
Insurance billing at $0.30 per claim and $0.15 per eligibility check with no monthly clearinghouse fee
Built-in HIPAA telehealth with one-click client join and no downloads required
Individual plan costs $1 per completed session capped at $69 per month after a 30-day trial
AI Assistant in beta handles scheduling, billing questions, and note edits from natural-language prompts
Usage-based pricing at $1 per session with a $69 monthly cap replaces flat per-provider EHR fees
Insurance billing and clinical notes share one workflow with per-claim pricing instead of a separate clearinghouse subscription
Combines notes, scheduling, telehealth, payments, and compliance in one HIPAA-aligned platform
Works alongside existing EHRs via browser extension and offers SimplePractice migration
Free plan keeps unlimited dictation-based notes without a credit card to start
AI Assistant scheduling and billing actions remain in beta
Group and enterprise pricing requires contacting sales rather than self-serve checkout
Some Golden Thread intake features like PDF case snapshot uploads are still marked coming soon
How much does Upheal cost?
Upheal charges $1 per completed session for individual providers, capped at $69 per month. That price includes AI notes, scheduling, telehealth, client billing, compliance checking, and the AI Assistant. New accounts start with a 30-day full trial of those paid features.
Is Upheal HIPAA compliant?
Yes, Upheal is HIPAA compliant and provides a Business Associate Agreement for covered entities. The platform is SOC 2 Type II certified and supports PHIPA, PIPEDA, and GDPR requirements. Upheal deletes session audio by default after transcription unless you choose to save recordings.
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 automated migration from SimplePractice plus import tools for other systems when you want to move the full practice.
Does Upheal include telehealth?
Yes. Upheal includes built-in HIPAA-compliant video sessions inside the platform. Clients join with one click from the client portal without installing software, and session history plus treatment plans 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 Upheal matches your documentation style.
Does Upheal support insurance billing?
Yes. Upheal includes built-in insurance billing with claims submission, ERA processing, and eligibility checks through one payer enrollment loop. Solo practices pay $0.30 per claim submission and $0.15 per eligibility check with no monthly clearinghouse fee.
Does Upheal offer a free plan?
Yes. Upheal offers a free plan with unlimited AI notes from dictated or typed session summaries plus HIPAA-compliant telehealth. New accounts also receive a 30-day full trial that unlocks scheduling, billing, and the full EHR feature set.