Why we priced Upheal at $1 per session

You opened your EHR billing email and saw the number. You already paid it. It'll hit again next month, same amount, whether you used the tool or not.

The price increase and renewal goes through an auto-bill. The calendar keeps moving, and by Sunday night you're three chart notes behind and the charge cleared on Tuesday regardless. Meanwhile you pay for EHR, but you pay again for telehealth add-on, another for AI, and even more fees for payments.

So we settled on something simpler. You pay a dollar for every session Upheal processes. And if your caseload is full most months, a flat $99 covers unlimited sessions and includes Assistant Pro.

Pricing at a glance

• Upheal AI Notes: $39 a month, alongside the EHR you already use.
• Upheal EHR: $1 per session, with AI notes, treatment plans, scheduling, telehealth, forms and payments included. No seat fee.
• Full caseload: $99 a month for unlimited sessions, with Assistant Pro included.
• Assistant Pro: $39 a month, or included in the $99 plan. Every plan includes the Assistant's free tier.
• Group practices: AI Notes is $45 per provider a month for 2 to 5 providers, $40 for 6 to 20 and $35 for 21 or more. The EHR is $1 per session.
• Usage fees: insurance claims $0.30 each, covering the claim and its ERA; eligibility checks $0.15; card payments 2.9% + $0.30.
• Try it: a free plan that doesn't expire, and a 30-day free trial of the paid plans with no card required.

Pricing should prove the promise

Every decent EHR makes a promise somewhere above the fold. Ours is simple: an EHR that does the work for you. When you finish a session, the note is written, the treatment plan reflects today, anything you need to sign off on is flagged, and the claim or superbill is ready if you're billing insurance. By the time you close your laptop, the work that used to wait for you at 11pm is already done. That's what Upheal is for.

If that was the promise, the pricing had to match it. You should pay when the tool does real work for you. Not when you forget to cancel. Not when the seat is empty. Not when an AI subscription renews quietly in the background while you're on the phone with a client.

We designed this pricing for solo therapists and small group practices, where a bad month isn't a line on a spreadsheet, it's your mortgage payment. The old EHR playbook pretended those months didn't happen. We wanted a model that admitted they do.

Before we ever touched the pricing page, we wrote that principle down. It ruled out most of the pricing models we knew.

Why feature tiers were the first thing we ruled out

Most software pricing works like this: the features you actually need are in the tier above the one you can afford. So you pay for the bigger tier, along with everything else in it that you didn't ask for and won't use.

That's a reasonable model for a company selling project software to an ad agency. It's a bad model for a therapist.

In a solo practice, the EHR handles charting but the AI scribe is a separate $35 or more a month. Telehealth is sometimes included, sometimes not. Text reminders are extra. Insurance billing is either an add-on or a per-claim fee. You piece it together because every tool solved one thing, and together they're just expensive.

"Everything is a la carte and pieced together. You end up paying out the wazoo," one therapist told our sales team recently. She wasn't exaggerating. Then SimplePractice's Starter plan went from $29 to $49 a month in March 2025. Another therapist in a demo said what everyone says eventually: "I'm really trying to get something more all-in-one."

Tiered pricing is how you end up here. It isn't a catastrophe. It's just built for the wrong shape of work.

Upheal does have more than one plan, and it's worth being direct about why. They split by what you run on Upheal, not by which clinical features you're allowed to touch. If you want to keep your current EHR and just want better notes, Upheal AI Notes is $39 a month. If you want the whole practice in one place, that's the Upheal EHR, and that's what the rest of this post is about.

Why pay per session was the honest answer

Here's the question we kept coming back to: what does Upheal actually do?

You finish a session. By the time you've walked back to your desk, the note is written, the treatment plan has caught up with what just happened in the room, and anything that needs your sign-off is flagged. If you're billing insurance, the claim is ready to go. If a client needs a follow up, there's a draft for you to read.

So: $1 per session. You see a client, Upheal processes the session, you owe us a dollar. You don't see a client, you don't owe us anything. You take a week off, the bill reflects it. You take a month off, the bill reflects that too. Most SaaS pricing isn't built to be explainable in a sentence.

Per session pricing has a second effect we liked: it puts our incentive on the same side of the table as yours. If Upheal gets better, more of your sessions run through it. If it doesn't, you notice and stop. We'd rather win that way than by making you forget you're subscribed.

What about a full caseload?

Per session pricing has one obvious flaw. If you see 100 sessions in a month, you pay for 100 sessions. Heavy caseloads aren't rare. They happen when a colleague goes on leave, when an insurance reimbursement makes you load up on paneled clients, when you're new to private practice and saying yes to everyone.

So there's a flat option. The $99 plan covers unlimited sessions and includes Assistant Pro, which is otherwise $39 a month. If you use Assistant Pro, it becomes the better deal at around 60 sessions a month. If you don't, it wins from 99 sessions up.

That number isn't random either. A solo therapist on SimplePractice Essential with its AI Note Taker pays $114 a month before claim fees (eligible new customers get 50% off for their first 3 months), and TherapyNotes with TherapyFuel is $109. We wanted the flat plan to sit below what a full-time therapist already pays for an EHR with AI notes, and to include the Assistant on top.

If you're having a 20 session month on per-session pricing, you pay $20. If you're running a full caseload on the $99 plan, you pay $99, and the Assistant runs without monthly limits.

See the full pricing breakdown on our pricing page.

What about group practices?

Group practices choose between the same two ways of running Upheal. AI Notes is priced per provider: $45 a month each for 2 to 5 providers, $40 for 6 to 20, and $35 for 21 or more. The Upheal EHR is $1 per session held, with AI notes included for every clinician and no seat fee. Assistant Pro is $39 per provider a month. Associate and intern seats on AI Notes are 50% off for their first 12 months, and paying for AI Notes annually saves 10%. Our guide to the best EHR for group practices covers roles, supervision and what a 10 clinician practice pays.

What's included, and what costs extra

For $1 a session, you get the whole EHR, not a tier of it.

Included:

• AI progress notes in your preferred format (SOAP, DAP, BIRP, GIRP, EMDR, psychotherapy, psychiatry, intake, and more), plus fully custom templates you can build with Smart Sections. All templates were created and tested by a team of clinicians, with regular feedback from customers.
• AI compliance checker that flags missing elements before you sign
• AI treatment plans that maintain the golden thread across your treatment, updating as the work in the room evolves
• The AI Assistant's free tier: HIPAA-compliant, already loaded with your practice context, with unlimited note editing and help using Upheal and a monthly allowance of case questions, session prep, billing support and document drafting
• Scheduling, calendar sync, client reminders, and secure messaging with attachments and group conversations
• Intake forms and custom forms
• Telehealth with encrypted video
• Client invoicing, superbills and payments
• Migration from any EHR: the Assistant recreates your clients, notes, session history, contracts, note templates, and intake and consent forms

What costs extra:

• Assistant Pro, $39 a month or included in the $99 plan: unlimited Assistant use, including routines that run whole workflows for you, plus custom reports
• Insurance billing, which is live: $0.30 per claim, covering the claim and its ERA, and $0.15 per eligibility check, with no monthly billing fee
• Card processing at 2.9% + $0.30 per transaction

The reason we list what costs extra is because every therapist who's been burned by an EHR knows the real price is whatever you didn't read in the footnote. We'd rather tell you up front than get an angry Reddit thread about it in six months.

The bet

Pricing is a bet. The company picks a number, and the customer decides whether it matches the value.

We picked $1 per session, and a flat $99 for a full caseload, because we think the honest answer to "what does Upheal do?" is measured in sessions, not seats. If we're wrong, you'll try us for a month and leave. If we're right, you'll stop paying four other companies and your 11pm isn't spent finishing notes anymore.

This isn't a pricing trick. There's no annual lock in. No minimum seats. The free plan doesn't expire. If you want to try Upheal for a month with two clients to see if the notes are any good, that's a reasonable way to evaluate us.

Let's compare clinician pricing for a mental health EHR with an AI note taker, calendar syncing, and treatment plans.

Pricing that flexes with your practice

Say you start the spring off busy with 100 sessions in April, and in July you take the two week vacation you've been planning for years and hold 30 sessions instead. On per-session pricing, July costs $30. There's no calling to pause your account, no back-and-forth emails trying to get a prorated price. The bill just reflects what actually happened. You just held fewer sessions.

That flexibility matters for therapists. For the slow month after a client cohort wraps, the week you're at a training, the month you're easing back in after parental leave. Per seat EHRs charge you the same through all of it. And if your caseload sits near full most months, the $99 plan is the simpler choice: unlimited sessions, Assistant Pro included. At 50 sessions per month, Upheal costs less than half of what SimplePractice or TherapyNotes charge with AI notes. That's the whole philosophy. Pay for what you use, and never get a bill that punishes you for having a slow month.

Your practice deserves pricing that matches the work. Try Upheal free for 30 days →

Frequently asked questions

How much does Upheal cost?

Upheal AI Notes is $39 a month and works alongside the EHR you already use. The Upheal EHR is $1 per session, with AI notes included and no seat fee. For a full caseload, the $99 plan covers unlimited sessions and includes Assistant Pro.

When is the $99 plan the better deal?

If you use Assistant Pro, the $99 plan costs less than paying per session from around 60 sessions a month. Without Assistant Pro, it costs less above 99 sessions a month.

What costs extra on Upheal?

Assistant Pro is $39 a month, or included in the $99 plan. Insurance claims are $0.30 each, covering the claim and its ERA, eligibility checks are $0.15, and card payments are 2.9% + $0.30. There is no monthly billing fee.

Can I keep my current EHR and use Upheal for notes?

Yes. Upheal AI Notes is $39 a month and works alongside any EHR. If you later want scheduling, billing and telehealth in one place, the Upheal EHR is $1 per session with AI notes included.

How much does Upheal cost for a group practice?

AI Notes is $45 per provider a month for 2 to 5 providers, $40 for 6 to 20 and $35 for 21 or more. The Upheal EHR is $1 per session held, with AI notes included for every clinician. Assistant Pro is $39 per provider a month.

Is there a free plan or a free trial?

Yes. Upheal has a free plan that doesn't expire, and a 30-day free trial of the paid plans with no card required.