Secure messaging for your clients and your team

Yes. Upheal Messaging is HIPAA compliant, SOC2 Type II certified, and includes a Business Associate Agreement. All client and team messages are sent and stored within Upheal's encrypted environment. No more sending PHI over email.

Yes. Upheal Assistant can draft replies based on your most recent session notes, treatment plan goals, and assessments on file. You always review and approve before sending. It never auto-sends.

Upheal is the only EHR where your AI Assistant drafts client replies from your actual clinical record. It also includes broadcast announcements, a client app with push notifications, and per-client messaging controls. Team chat for colleagues is included as well, on by default for every team member and in groups of up to 20; SimplePractice (Plus plan) and TherapyNotes (Practice Messaging) also offer messaging between team members, checked on their support centers on 6 November 2026.

Yes. Upheal includes Announcements, which lets you message all clients or a specific group at once. Your AI Assistant can help draft the message. Included in every plan. Most other EHRs don't offer this, or lock it behind premium tiers.

Yes. Clients receive push notifications on iOS and Android when you send them a message. Messages appear in their client portal and they can respond directly from their phone.

Yes. Messaging and Announcements are off by default. Enable it globally or per client in Settings. You have full control over who can receive and send messages.

Yes. Team chat lets clinicians, supervisors and admin staff message each other one-on-one or in a group without leaving Upheal. It lives in the Team tab in Messaging on web and in the Messages tab of the clinicians app, and conversations stay inside Upheal's HIPAA-compliant messaging rather than in texts or email. It comes with Upheal Messaging at no extra cost, it's on by default, and a practice admin can switch it off in Settings.