How Michael became more present with clients
PHIPA-Compliant AI Assistant
Beta
Your evening should start when your last session ends
Tell Upheal's AI assistant what needs doing. Notes, billing, scheduling. Handled with one prompt. So your after-hours stop being work hours.
Your data is never used for training
Works inside your existing workflow

Supporting 800+ organizations:
Still copying notes into ChatGPT?
Generic AI isn't PHIPA-compliant, doesn't know your clients, and can't manage your schedule.
Generic AI ( ChatGPT, Gemini,Claude)
Compliance risks
Not HIPAA-compliant. Constant PHI exposure risks.
Manual data entry
Copy-paste anonymized notes, every time.
Zero memory
Re-explain the clinical context each session.
Answers only
Gives you text to paste elsewhere.
Upheal Assistant
Secure by design
HIPAA-compliant by design. No copy-paste risk.
Zero data entry
Already knows your clients, notes, and treatment plans.
Clinical continuity
Remembers the full clinical journey across all sessions.
Takes action
Takes care of your scheduling, notes, bills, and emails.
Try Upheal Assistant ·
Beta
· Live demo
Ask anything. Upheal’s AI gets it done. Try it below.
From rescheduling your afternoon to sending a client a consent form, just say what you need, and our AI Assistant can handle the rest. Try it now.
1. Pick a moment
2. Select prompt
2. Select prompt
2. Select prompt
2. Select prompt
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In practice
Upheal Assistant in action
Four workflows where the AI Assistant can replace hours of admin work.
Session prep
Always ready for your next client
Upheal Assistant pulls the last session, ongoing themes, homework, flags, and a suggested focus. You used to scroll through three sessions of notes. Now you ask one question.
Therapists spend 2.5 to 5 hours a week on average on session prep. Upheal Assistant does it in seconds.


Scheduling
Your scheduling on auto-pilot
No more playing receptionist. Upheal Assistant can help you reschedule, move a recurring session, notify clients with personalized messages, and send booking links. Nothing goes out without your approval.
One ask to Upheal Assistant vs. 30 minutes of panicked texts, emails, and calendar edits.
Documentation
Write clinical documents better and faster
From discharge summaries and referral letters to SOAP notes and resource lists, Upheal Assistant drafts them from your actual session data using your personalized tone and style.
Discharge summaries take 20 to 40 minutes manually. Assistant drafts them in under a minute.


Client Engagement
Improve your client retention with ease
Upheal Assistant surfaces caseload gaps, flags unusual scheduling patterns, and sends follow-ups on your behalf to help minimize client churn. You can keep your caseload full without the headache.
You potentially lose $150 to $250 for every unfilled session. Early follow-ups protect your revenue and your clients' continuity of care.
Capabilities
An assistant that knows what a superbill is
Everything it can do today, and what's coming next.
Document
Draft notes, treatment plans, discharge summaries, and referral letters. Grounded in your actual session data.
Schedule
Reschedule sessions, manage cancellations, optimize your calendar, and prep your entire day.
Bill
Create invoices, track outstanding balances, apply fee adjustments, and create superbills.
Message
Draft client communications, send appointment follow-ups, and triage your inbox.
Research
Surface patterns across sessions, get evidence-based suggestions grounded in your client's history and clinical research.
Manage
Update client records, create intake forms, track follow-ups, and handle the admin you never want to do.
Built for the weight of what you carry
Your clients trust you with their most vulnerable moments.
Your tools should earn that same trust.
HIPAA, GDPR & PHIPA Compliant
Built from day one to meet the strictest global standards for Protected Health Information.
PHI never leaves Upheal
Stop pasting client details into ChatGPT. The Assistant works inside your secure environment with data it already has.
Your data stays yours
Clinical data is never used to train AI models. Period. Unless you explicitly opt in.
You're always in control
See what sources are used. Review before any action is taken. Get full transparency around your data.



Watch it work
See how Upheal Assistant handles real multi-step workflows.
Frequently asked questions
What can the AI Assistant actually do?
It documents (notes, treatment plans, letters), schedules (book, cancel, reschedule, optimize), bills (invoices, superbills, balance tracking), communicates (draft messages, follow-ups), and answers clinical questions grounded in your client's full history. It works across your entire practice, not just one workflow.
Is Upheal Assistant PHIPA-compliant?
Yes. The Assistant is PHIPA-compliant by design. Your clinical data is encrypted, never used for model training without consent, and never leaves your secure Upheal environment.
Can it take actions, or does it just answer questions?
Both. The Assistant reads your data (client history, patterns, schedules) and takes actions (reschedule sessions, draft documents, send messages). It always asks for confirmation before executing anything.
How is this different from ChatGPT?
ChatGPT does not know your clients, cannot access your schedule, and is not HIPAA- compliant out of the box. The Upheal Assistant is embedded in your practice with full clinical context and the ability to act on your behalf.
Is ChatGPT HIPAA-compliant?
No, standard versions of ChatGPT (like Free, Plus, and Team) are not HIPAA-compliant. However, healthcare organizations can legally process patient data by upgrading to ChatGPT Enterprise, ChatGPT for Healthcare, and signing a Business Associate Agreement (BAA) with OpenAI.
Is the agentic functionality available now?
The agentic capabilities (scheduling, billing, messaging actions) are in beta with early access users. Documentation and clinical query features are fully available to all users today.
What if the Assistant makes a mistake?
The Assistant shows you what it is about to do and asks for confirmation before taking any action. You review everything. Nothing happens without your approval.
You didn't build a practice to spend it on admin
Start getting more done with Upheal Assistant today.
100% HIPAA compliant
No credit card required
Free plan
