Last updated 11-26-2025
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Upheal
Upheal is an AI-powered platform designed specifically for mental health professionals to automate clinical documentation and streamline practice workflows. It supports note-taking for various therapy formats including in-person, virtual, and recorded sessions, enabling therapists to focus more on their clients rather than paperwork. The platform offers multiple progress note templates such as SOAP, DAP, and EMDR, and allows customization to fit different therapeutic approaches.
The tool caters to individual providers, group practices, and virtual care providers, offering features like AI-generated treatment plans with SMART goals and insurance-compliant documentation through its Golden Thread system. Upheal integrates with any telehealth or video platform and electronic health records (EHR) via a browser extension, simplifying the transfer of notes and session data.
Upheal emphasizes privacy and security, complying with HIPAA, SOC 2, GDPR, and other regulations. Audio recordings are deleted by default after note generation, and users can opt out of data sharing for AI training. The platform also provides client consent templates to ensure compliance with privacy standards.
Additional tools include scheduling with calendar integration, a HIPAA-compliant telehealth calling platform, a compliance checker for notes, and advanced analytics that track session metrics like talking ratio and sentiment. Upheal supports multiple languages and therapy modalities, making it adaptable to diverse clinical needs.
The platform offers a free plan with unlimited notes from dictated or text summaries and manual uploads, while paid plans unlock live session capture, advanced note types, AI customization, telehealth with AI notes, compliance checking, and team management features. Upheal also provides enterprise solutions with API access, custom note templates, and dedicated support.
Overall, Upheal enhances mental health documentation by reducing administrative burden, improving note accuracy, and supporting better clinical outcomes through data-driven insights.
📝 AI-powered clinical notes save up to 90% time on documentation
🎯 Generate insurance-ready treatment plans with SMART goals
📅 Integrated scheduling with client self-booking options
🔒 Secure telehealth platform with HIPAA compliance
📊 Advanced session analytics track talking ratio and sentiment
Significantly reduces time spent on clinical documentation
Supports multiple therapy formats and note templates
Strong privacy and compliance with major regulations
Integrates easily with existing telehealth and EHR systems
Offers scalable plans for solo providers to enterprises
Live session capture and advanced features require paid plans
Upheal's own telehealth platform has limited support for couples and family therapy
Customization and enterprise features require contacting sales
Is Upheal safe and compliant with privacy laws?
Yes, Upheal follows strict privacy protocols and complies with HIPAA, SOC 2, GDPR, and other regulations. Audio recordings are deleted by default after note generation.
Can I use Upheal with my existing EHR or telehealth platform?
Yes, Upheal integrates with any telehealth or video platform and EHR via a browser extension, allowing easy capture and transfer of session notes.
Does Upheal offer a free plan?
Yes, the Free plan allows unlimited notes from dictated or text summaries and manual uploads, with no credit card required.
Can I customize note templates to fit my clinical style?
Yes, Upheal offers over 170 clinically approved note sections and allows customization and custom AI prompts to match your practice needs.
How does Upheal support treatment planning?
Upheal generates insurance-ready treatment plans with SMART goals using the Golden Thread system, connecting intake, notes, and progress in one narrative.
Is there a client consent process included?
Yes, Upheal provides client consent templates and handles consent collection to ensure compliance when using session recordings or AI notes.
Can teams use Upheal and manage roles?
Yes, Upheal supports team management with different user roles, supervision features, and no per-seat charges, billing based on session volume.