Notes done before the next session.
Record or upload a session. Upheal drafts the note and treatment plan; your clinician reviews and signs.
Group practices
AI notes and an EHR for your group practice.
Less admin for your clinicians. A clearer view for you. Bring AI therapy notes, scheduling, and billing together, or start with AI notes alongside your current EHR.
We cut documentation from 10 to 15 hrs a week to about 2.
Kristy Castille, Alliance Family Services
Group practices using Upheal
Less to catch up on. Less to chase.
Your clinicians finish notes before the next client. You pay for the work, not the headcount.
Ten clinicians. One standard.
Build one shared template. Every note follows the same structure, so your team stays consistent.
Pay for sessions, not seats.
Pay for sessions, not seats. Part-time clinicians cost less, and adding a provider doesn’t add a flat fee.
I feel like we spend more time talking to each other instead of hiding from each other.
Upheal Assistant
See what needs your attention.
Without opening every note.
Upheal Assistant works across your notes and practice data. Ask for outstanding work, a chart, or an appeal draft, and get something you can use.
Know which notes need a signature.
Who has unsigned notes from last week?
3 providers have 11 unsigned notes.
Dana R.
6
Marcus T.
3
Priya S.
2
Turn your question into a chart.
Chart days from session to signed note, by clinician.
Average days from session to signed note
Avg. 1.7 days
4.5 days
Dana R.
2 days
Marcus T.
3 days
Priya S.
1 day
Jordan L.
Start your appeal with a draft.
Full EHR
Draft an appeal for this denied claim.
Appeal draft, built from the signed notes
Claim EX-1042 • 90837 • DENIED
“Please reconsider the denial of claim EX-1042 for the 4/2 psychotherapy session (90837). Medical necessity is documented: PHQ-9 of 18 at intake on 3/12, weekly sessions since, and a signed treatment plan with measurable goals. Session notes are attached.”
What you get with each plan.
Everything in AI notes is included in the full EHR.
Workflow
AI notes only
Full EHR
Scheduling and client records
Your current EHR
Upheal
Insurance billing and payments
Your current EHR
Upheal
Reports on sessions and payments
Your current EHR
Upheal
Getting notes into your EHR
Smart Fill or copy and paste
Already in Upheal
Moving your data
Optional migration
Guided migration call
Both include AI notes, Templates, Co-signing, The Assistant, Documentation reports, and flexible setup with your customer success manager.
Roles and access
Give each person the access their work needs.
Four roles in the Upheal EHR. Clinical records stay with clinical roles.
Full practice access
Owner / clinical director
Sees every client and every provider. Manages the team and practice settings.
Own clients only
Clinician
Works with their own clients: sessions, notes, treatment plans, scheduling, and messages. Can’t see colleagues’ clients.
Billing access
Biller
Handles claims, invoices, and payments for the whole practice. Sees diagnoses for billing, never session notes.
Admin access
Practice manager
Runs the front desk: clients, calendars, billing, and templates. No caseload, no clinical notes.
Provider retention
The provider you keep is the caseload you keep.
When clinicians take paperwork home, it’s one more reason they leave. Upheal cuts hours of documentation down to minutes a session without changing your EHR.
Up to
90%faster
Finish progress notes faster
About
6 hoursa week
Back per provider
Alliance Family Services
More room for the work between the notes.
Kept their EHR. Took back their evenings. About a dozen clinicians use Upheal alongside their EHR, with shared templates managed centrally.
About
2 hrs / week
Down from 10–15 hours of paperwork
Up to
12 more clients
Per clinician
It allows us to be more present. Instead of trying to write in your head, you’re just making sure you hit those key questions you put in your template,
and then boom.
I’ll guide your move and stay your contact after launch.
Kira
Onboarding and migration
A guided move. Your team keeps seeing clients.
Every group gets a dedicated customer success manager. AI migration brings over clients, notes, and history from any EHR, and you decide what moves.
1
Kickoff call.
Account setup, your team’s needs, and how to pull your export.
2
Migration call.
Your admin uploads the export and reviews the AI mapping, with us on the call.
3
Team setup.
Templates, roles, and training. Most teams do it themselves.
AI notes only? Migration is optional. Bring your client list or past notes for better context.
We take data security and privacy
really seriously
Your data and your clients’ data are handled with extreme care.
Business associate agreement included
Secure consent collection and storage
Session audio deleted by default
Billers and front desk never see clinical notes
Encrypted video calls
Your data is yours. Export it any time.
Questions group practice owners ask
Is Upheal a full EHR for group practices, or an AI notes tool?
Both. Use Upheal for AI therapy notes alongside your current EHR, or use the full behavioral health EHR for notes, scheduling, insurance billing, payments, and practice reporting.
How do notes get from Upheal into our current EHR?
Three ways. Smart Fill in Upheal’s Chrome extension fills your EHR’s note form in one click, section by section, in SimplePractice, TherapyNotes, Owl Practice, Jane App, and Healthie. With any other EHR, copy and paste the signed note. If you want the systems connected directly, your developers can build an integration with the Upheal API. Ask about access on the demo.
Can we set templates and permissions for our team?
Yes. You can use shared templates or tailor them by program or clinician. The Upheal EHR has four roles, with clinical and non-clinical access separated. Compare the roles and permissions above.
Can we migrate from our current EHR?
Yes, from any EHR, with your customer success manager guiding each step. Your admin pulls an export from your current EHR (our support articles show how), then uploads it on a migration call. AI brings over clients, notes, and history, and your admin reviews the client mapping. Using AI notes only? Migration is optional, but bringing over your client list or past notes gives new notes more context.
What if we need a feature Upheal does not have yet?
Tell us on the demo and we will say when, or whether. Supervision workflows beyond co-signing and advanced note customization (dropdown and checkbox fields inside a note) are the two things group practices ask for most that are not built yet. Both are on the public roadmap.
How do you keep client data private?
Upheal is HIPAA compliant and independently audited for SOC 2 Type II. A business associate agreement is included, and session audio is deleted by default after the note is created. Read the trust page for details.
Can we use Upheal for notes only and keep our current EHR?
Yes. Keep your current scheduling and billing while your clinicians record or upload sessions, review AI drafts, and sign notes in Upheal. You still get your own templates, co-signing, and an Assistant that answers across your team’s notes, so supervisors and admins can see where documentation stands.
How does Upheal handle supervision and co-signing?
Supervisors co-sign notes inside Upheal. Supervision workflows beyond co-signing are still in development and listed on the public roadmap.
What reporting do practice owners get?
Every group practice gets Reports: five dashboards plus a library of practice reports. With AI notes only, they cover documentation. The full EHR adds sessions, billing, and payments. Ask the Assistant a question, or describe a chart and add it to a dashboard. Export the numbers as a spreadsheet.
How does Upheal compare to SimplePractice or TherapyNotes for a group practice?
SimplePractice and TherapyNotes charge a flat fee for every clinician seat and add AI notes as a paid extra. Upheal includes AI notes and compliance checking for every clinician and bills for sessions actually held, so a part time provider costs less than a full time one. Read the full comparison with SimplePractice or with TherapyNotes.
How is Upheal different from a general AI scribe?
General scribes are built for a 12 minute medical visit. Upheal is built for a 50 minute therapy session. It knows what a golden thread is, what a payer means by medical necessity, and which sections an auditor reads first. A general scribe gives you a note that looks right. Upheal gives you one that holds up.
Does this work for a practice our size?
Yes. AI notes work at any size, from a two-person practice to organizations with thousands of therapists. The full EHR is built for group practices of 2 to 25 providers. Larger team or specialized workflows? Use the demo to review your needs, including supervision, note customization, and billing.
See how Upheal would work for your practice.
Walk through your team’s documentation, reporting, and billing needs. Explore using Upheal alongside your current EHR or moving your practice onto it.
Built for behavioral health
AI notes or the full EHR