When sessions end,
so should your workday

Write AI therapy notes in minutes, manage scheduling and billing in one place, and put Upheal Assistant to work across your practice. The EHR built for therapists.

Join our free webinar

In 20 minutes, we'll walk you through migrating your data, setting up payments, connecting your calendar, and covering data privacy — live, every Monday.

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How many clinicians are in your practice?

4.6 on Trustpilot

SOC 2 Type II audited

HIPAA compliant

“We cut documentation from 15 hrs a week to about 2.”

Kristy Castille · Alliance Family Services

AI notes
Upheal EHR
Upheal AI assistant

Less of the admin, wherever you start

Begin with AI notes in the EHR you already use. Move your whole practice to Upheal when you’re ready, and let the AI Assistant take the admin off your plate.

AI notes

Keep your current EHR. Leave the after-hours notes behind.

Record your session in person or online, or dictate afterward. Upheal drafts the therapy note the way you’d write it. You review it, sign it, and paste it into the EHR you already use.

Explore AI notes

Your note is ready in 60 seconds

A draft is waiting about a minute after the session ends. Read it over and sign.

Sounds like you wrote it

Choose from 30+ templates, or upload a past note and Upheal matches your style.

Audit-ready by default

Upheal flags anything missing before you sign, so your notes hold up if you’re audited.

EHR

Already loving our notes? Run your whole practice in one place.

Your calendar, intake forms, telehealth, billing and client portal sit right next to your notes. No more copying between tools, and a lot less paperwork after every session.

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One record for every client

Notes, appointments, intake and billing together, so you’re not jumping between tools.

Get paid without chasing it

Invoices go out when the session ends, and superbills pull codes straight from your note.

Free self-serve migration

Move over from SimplePractice, TherapyNotes, Sessions Health or any other EHR.

AI Assistant

Ask anything. Upheal’s AI Assistant gets it done.

Need to fix a note’s formatting, prep for your next session or send a client a consent form? Just say so. Try it below.

Explore AI Assistant

No need to explain anything

It works from your notes, calendar and claims, so there’s nothing to paste in or look up.

Done, not just drafted

It can reschedule a session, send an invoice or file a claim for you, not just tell you what to write.

Nothing goes out without you

It shows you what it’s about to do and waits for your OK.

Ask Assistant

What it can do for you

See all jobs →

What therapists are saying

We take data security and privacy really seriously

Your data and your clients' data are handled with extreme care.

HIPAA

Compliant

PHIPA

Compliant

SOC 2

Type II

GDPR

Compliant

Privacy compliant

HIPAA, PHIPA & PIPEDA,   GDPR

SOC 2 Type II

Independently audited

Encrypted video calls

Private telehealth sessions

Secure consents

Collected and stored safely

Audit log

Every data access is tracked

Modern cloud

Reliable and secure

Pricing

Free

Basic AI notes from past sessions, plus telehealth calling without AI.
$0/ month
Try Upheal at no cost
AI notes via text-to-note, dictation, and uploads only
Individual therapy only
AI Assistant chat with monthly usage limit

AI notes

AI documentation for therapists who just need great notes, fast.
$39/ month
Flat monthly fee, unlimited sessions
Unlimited AI notes via video, audio, dictation, uploads
Individuals, couples, and families supported
All note templates, with powerful customization
Built-in telehealth with automated notes
Treatment Plans with Golden Thread
Mobile and desktop apps available
AI Assistant chat with monthly usage limit
AI Assistant Pro
+$39/mo
Add for unlimited AI Assistant & session prep.

Running a group practice?

Get our AI Notes or EHR plan per-seat. Team management and SSO included, Assistant Pro optional.

Join our free webinar

In 20 minutes, we'll walk you through migrating your data, setting up payments, connecting your calendar, and covering data privacy — live, every Monday.

Save my spot

How many clinicians are in your practice?

No credit card required for trial
•
30-day money back guarantee
•
Student & Non-profit Discount

EHR

Pay-as-you-go
Our full EHR workspace. Ideal for a lighter or varying caseload.
‍
$1/ session
Our complete EHR, paid per session.
Unlimited AI progress notes via video, audio, dictation, uploads, telehealth
All note templates with powerful customization
Treatment Plans with Golden Thread
Invoicing, superbills, and online client payments
Low processing fees: 2.9%+$0.30 per online transaction
Insurance billing and eligibility checks
$0.30 per claim submission, $0.15 per eligibility check
Client Portal with scheduling, messaging, and forms
AI Assistant chat with monthly usage limit
AI Assistant Pro
+$39/mo
Add for unlimited AI Assistant & session prep.

EHR Pro

Flat fee
Our complete EHR with unlimited AI admin assistance. Best value for a fuller caseload.
$99/ month
Our AI-native EHR for a flat fee, Assistant Pro included.
Everything in EHR plan
AI Assistant Pro included
You save if you hold 14 sessions/week
AI Assistant Pro
Included
Add for unlimited AI Assistant & session prep.

Running a group practice?

Get our AI Notes or EHR plan per-seat. Team management and SSO included, Assistant Pro optional.

Join our free webinar

In 20 minutes, we'll walk you through migrating your data, setting up payments, connecting your calendar, and covering data privacy — live, every Monday.

Save my spot

How many clinicians are in your practice?

No credit card required for trial
•
30-day money back guarantee
•
Student & Non-profit Discount

Frequently Asked Questions

What is Upheal and how is it different from other EHRs?

Upheal is an AI clinical notes platform for therapists, with a full AI-native EHR when you want it. Keep your current EHR and Upheal turns each session into a progress note in under 60 seconds, learns your writing style, and checks the note for compliance before you sign and paste it into the system you already use.

If you'd rather run your whole practice in one place, Upheal's EHR adds scheduling, billing, insurance claims, and a client portal, all built around AI from day one, not bolted on afterwards. An AI Assistant handles everyday admin from your notes and calendar.

Can I migrate from SimplePractice or another EHR?

Yes. Upheal's AI-powered migration works with any EHR. Export your data from SimplePractice, TherapyNotes, Sessions Health, or whichever platform you're leaving, drop it in, and the AI Assistant recreates your clients, notes, and data step by step. You can also upload PDF forms and templates and the AI will recreate them instantly. Most therapists are up and running before their next session.

How does the AI note-taking work?

After each session, Upheal's AI generates a clinical note formatted to your preferred template in under 60 seconds. The AI learns your writing style over time, improving with every edit.

You can choose from 30+ note templates or build custom ones from 170 clinically approved sections. Or upload your own notes and we'll generate a custom one for you.

A built-in compliance checker reviews notes against payer requirements before you sign.

Does Upheal include telehealth?

Yes. Upheal includes built-in HIPAA-compliant telehealth with video sessions. Your full client history and treatment plan are visible right alongside the video. Clients join with one click from the portal, no downloads needed.

How much does Upheal cost?

Upheal has a plan for every caseload. Start free with basic AI notes and telehealth. AI Notes is $39/month for unlimited AI notes. Our full EHR (scheduling, practice forms, client billing, insurance and compliance checking) is $1 per session on Pay-as-you-go, or $99/month flat on EHR Pro with Assistant Pro included. The AI migration tool is included with AI Notes and both EHR plans. Card processing is 2.9% + $0.30.

Is Upheal HIPAA compliant?

Yes. Upheal is fully HIPAA compliant. All data is encrypted in transit and at rest, and our infrastructure meets the security standards required for handling protected health information (PHI). We provide a Business Associate Agreement (BAA) for every account.

Does Upheal support insurance billing?

Yes. Insurance billing - including claims submission, ERA processing, and eligibility checks is built directly into the platform, so you don't need a separate clearinghouse.

What is the AI Assistant?

The AI Assistant is a conversational tool that knows your practice, your clients, and your preferences. It can answer clinical questions, look up client information, help with scheduling, draft messages, and handle routine tasks. Browse the jobs it can do today, from session prep and sick day rescheduling to a superbill template for therapy.

Focus on your session with our AI progress notes

Our AI‑generated notes help you stay more present during sessions and save precious time.

Join our free webinar

In 20 minutes, we'll walk you through migrating your data, setting up payments, connecting your calendar, and covering data privacy — live, every Monday.

Save my spot

How many clinicians are in your practice?

100% HIPAA compliant

Unlimited AI notes

Free plan