Clinical Notes AI vs Upheal: AI documentation and EHR compared
Clinical Notes AI is a dictation-to-note tool for healthcare professionals. You dictate, it transcribes and generates a note. There's no scheduling, billing, client records, or telehealth. Therapists using it still need a separate EHR.
Upheal is a full AI-native EHR. Notes connect to treatment plans and the client's full history. The compliance checker audits documentation against payer standards before you sign. The AI assistant handles scheduling, billing, and the admin between sessions. If you're paying for Clinical Notes AI plus a separate EHR, Upheal replaces both.
There's also a meaningful privacy difference. Clinical Notes AI uses client data to train their AI by default and reserves the right to disclose aggregated session data. For therapists, that matters.
What is Clinical Notes AI?
Clinical Notes AI is a dictation tool for healthcare providers. You record or dictate a session summary, it generates a structured note. Free plan users get limited credits. Paid plans run $20-60/month.
The product has no scheduling, billing, client portal, telehealth, or treatment planning. Therapists using it need a separate EHR for everything else.
Upheal is a full AI-native EHR. If you're currently paying for Clinical Notes AI plus a separate EHR, Upheal replaces both.
Clinical Notes AI vs Upheal at a glance
Privacy: a significant concern
Clinical Notes AI uses client data to train their AI models by default. Their terms of service reserve the right to sell aggregated session data and share information for research purposes. In a market where AI companies actively seek large datasets of therapeutic conversations, these provisions are not theoretical.
Upheal requires explicit opt-in consent from both therapist and client before any session data trains their AI. Session recordings are deleted by default. The contrast is not subtle: one platform treats your clients' words as a training resource by default, the other requires active consent before any data is used.
Both platforms are SOC 2 certified. But security certification and privacy policy are different things.
AI documentation
Clinical Notes AI takes dictated summaries or uploaded audio and generates a structured note. Notes are standalone — they don't connect to treatment plans, prior sessions, or clinical history.
Upheal's AI has the full clinical record. Notes connect to treatment goals and what came up in prior sessions. The compliance checker reviews documentation before you sign. Smart Sections let you build custom note sections using your own prompts — any modality, any format. The AI assistant drafts clinical documents, handles scheduling, and manages admin between sessions.
Pricing
$20-60/month depending on session credits. The $60/month Pro plan gives you unlimited notes — but still no scheduling, billing, or client records. Add a separate EHR at $49-99/month and you're at $64-149/month for two systems.
Upheal is $1/session capped at $69/month. Scheduling, billing, AI notes, treatment plans, compliance checking, and client messaging included. A lighter caseload pays less.
Insurance billing is coming soon. If that's part of your practice, now is a good time to get started on the free plan and be ready when it goes live.
Who it's for
Choose Clinical Notes AI if you want basic dictation-to-note functionality at a low monthly cost and already have an EHR you're satisfied with. If documentation alone is the only thing you need help with, it does what it says.
Choose Upheal if you want AI documentation and a complete EHR in one platform, with explicit consent controls over your clients' data, compliance checking, and an AI assistant that handles the work between sessions.
Frequently asked questions
Is Clinical Notes AI an EHR?
No. Clinical Notes AI is a dictation and note generation tool. It does not include scheduling, billing, client records, or telehealth. Therapists using it also need a separate EHR.
Does Clinical Notes AI have privacy concerns?
Yes. Their terms of service allow client data to be used for AI training by default and reserve the right to sell aggregated session data. Upheal requires explicit opt-in consent before any session data trains their AI and does not sell personal information.
How does Clinical Notes AI pricing compare to Upheal?
Clinical Notes AI costs $20-60/month for notes only, with credit limits on lower plans. Upheal is $1/session capped at $69/month, including scheduling, billing, AI notes, treatment plans, compliance checking, and telehealth.
Can Upheal replace Clinical Notes AI and my current EHR?
Yes. Upheal covers AI session notes, treatment planning, scheduling, billing, intake forms, telehealth, and client records in one platform.
