UphealOS

A new EHR replacement
for private-pay practices

We are unifying client payments, scheduling, documentation, telehealth, forms, and marketing into one AI‑powered system.

AI progress notes

Who is UphealOS for?

Most EHRs are built for insurance workflows, leaving private-pay therapists juggling disconnected tools that don’t fit their needs.

Private-pay practices

Whether solo or in a group, UphealOS streamlines admin work and simplifies workflows for practices with self-pay clients.

Clinicians using Headway, Grow, Alma

Great for providers who use these platforms for insurance billing but want a lighter, more intuitive EHR for self-pay clients.

Clinicians frustrated with pricey EHRs

Most EHRs aren’t built for private-pay care. UphealOS offers a modern, streamlined alternative without the bloat or high cost.

The Operating System for running mental health practices

Available now
Client payments
Superbill support
Scheduling & reminders
Reliable telehealth
Shareable forms
AI notes
Treatment plans
Customizable templates
Treatment summaries
Advanced analytics
Session captures
Diagnosis & modalities
Coming later
Client communications
CRM and emails
Text messaging and calls
Client match-making
AI front desk
Marketing support

Tools to power your practice

Payments
Shareable froms
Scheduling and reminders
Client payments
Stop overpaying for payment processing, send invoices with ease, and generate superbills automatically.
Low transaction fee of 2.9% + $0.30
Create and send invoices, including refunds
Automatically generate superbills for each session
Practice forms
Collect intake and consent information quickly using customizable forms and ready-made templates.
Build custom forms in minutes
Use templates for intake, consent, and assessments
Track completed forms and send reminders automatically
Scheduling and reminders
A simple, flexible calendar that keeps you organized and reduces no-shows.
Manage all appointments in one place
Send automated reminders to reduce cancellations
Offer clients flexible booking options
Reliable telehealth sessions
A secure, seamless telehealth experience that adapts to any client setup.
One reliable link and instant invites every time
Set how notes generate, view past notes, sync private notes
Get AI-generated treatment summaries
Faster notes with built-in AI
Real-time AI notes that help you finish documentation faster and stay focused on your clients.
AI listens, transcribes, and drafts notes automatically
Capture non-session notes just as quickly
Keep everything consistent with templates
Automated documentation
Smarter documentation tools that reduce admin time and support stronger clinical quality.
Use custom templates for progress notes and intakes
Auto-generate treatment plans with Golden Thread alignment
Create summaries and follow-ups with less writing
Reliable telehealth sessions
Faster notes with built-in AI
Automated documentation
Consistent client diagnoses
Easy migration
Consistent client diagnoses
A unified source of truth that keeps diagnostic information accurate across the entire record.
Add, update, and manage diagnoses in the client profile
Automatically sync diagnoses from the Case Snapshot
Pass ICD codes directly into superbills
Easy migration
While full automated migration is still in development, clinicians switching from SimplePractice can now request assistance and we will handle the migration for you.
UphealOS Roadmap

What makes UphealOS different

Other EHRs

A simple all-in-one system
One unified system that supports the full clinical and administrative workflow. From EHR and AI notes to marketing in a single platform.
Clinically relevant AI built-in across all workflows
AI developed with clinical context in mind, integrated across multiple workflows to support efficiency and reduce administrative burden.
No nickel-and-diming for addition features
All essential features come standard. No need to pay for additional services.
Designed specifically for private-pay practices
No bloated features catered to insurance companies, not the therapists.
Built by behavioral health clinicians
In-house team of licensed mental health clinicians oversee all product development and actively take guidance from external clinicians.
Affordable payment processing fees
Secure payment processing with fees lower than 3% + $0.30 per transaction.
Reliable and high-quality software
From telehealth services to mobile apps, the system shows a clear track record of reliably processing tens of sessions daily without failure.
Flexibility and automation of documentation
Ability to customize and automate progress notes, treatment plans, and scribes.
Guaranteed highest level of data protection
Independent certification SOC 2 Type II , the gold standard of data protection.

How much does UphealOS cost?

One simple transparent subscription, no hidden fees.

Individual
Group
Enterprise
Monthly
Yearly
Save more than 30%

UphealOS

Early access
EHR replacement for private-pay practices

Premium

$99
$69
/month
billed annually
Save $360/year
Start free trial
Scheduling
All-in-one calendar
Schedule sessions and connect other calendars to see all your appointments in one place
Client self-scheduling
Set up your services and availability, and let clients book their own appointments
Session reminders
Send automated email reminders to clients before upcoming sessions
Payments
Available soon in your location
Low fees
Low processing fee
Simple invoicing
Create, send, and manage invoices
Low fees: 2.9% + $0.30
A processing fee of 2.9% plus $0.30 is charged per transaction
Simple invoicing
Create, send, and manage invoices
Automated superbills
Easily generate and send superbills
Practice forms
Form template library
Access our clinician-made form templates for intake, consent collection, and assessment
Custom editor
Customize any of our existing form templates, or create forms from scratch
Clients fill and sign online
Send forms directly to clients through Upheal, and collect responses online
Signature reminders
Send automated emails reminding clients to fill out forms
Telehealth
Secure & HIPAA-compliant
Secure, private, and compliant with regional regulations worldwide
Reference notes during calls
Check past notes during sessions without leaving your call tab
Supports couples
Hold sessions with couples, as well as added collateral participants
AI clinical notes
Notes from any session
Notes, full transcripts, and analytics from any in-person or virtual session
Template customization
Mix and match our 170+ preset note sections, plus create custom AI sections
Therapeutic modalities
Notes reflect your selected therapeutic approach
Individuals & couples
All note types support individual therapy. For couples, Upheal's own note type, SOAP, and DAP are available.
Mobile and desktop apps
TODO
Enhanced documentation
Diagnosis tracking
Add diagnoses to client profiles
Treatment Plans with Golden Thread
Generate evidence-based treatment plans, then see them reflected in your notes session-to-session
Treatment Summaries
Quickly prepare for your next session with an AI-generated overview of your client's recent treatment
Compliance Checker
Use our AI to check your notes for compliance based on leading payer criteria

Premium

C$115
C$85
/month
billed annually
Save C$360/year
Start free trial

Team

Contact Sales

Tell us more about your practice

Unlimited notes
Everything in Premium, and:
Team management
Supervision
SSO login

Can my team practice use UphealOS?

Yes, your whole practice can use UphealOS as your EHR (best for private-pay practices). For more information, please contact us.

Can Upheal customize a note template for my organization?

Yes, we'll work with your clinical team to produce a note template that matches your requirements.

Is Upheal SOC 2 compliant?

Yes, in addition to HIPAA, PHIPA, PIPEDA, and GDPR, Upheal is SOC 2 compliant. More on our privacy.

USD ($)

Enterprise

Contact Sales

Tell us more about your practice

Open API access
Customized note development
Dedicated customer success manager
Service-level agreement (SLA) available
Volume discounts

Can my team practice use UphealOS?

Yes, your whole practice can use UphealOS as your EHR (best for private-pay practices). For more information, please contact us.

Can Upheal customize a note template for my organization?

Yes, we'll work with your clinical team to produce a note template that matches your requirements.

Is Upheal SOC 2 compliant?

Yes, in addition to HIPAA, PHIPA, PIPEDA, and GDPR, Upheal is SOC 2 compliant. More on our privacy.

What customer onboarding does Upheal provide?

Enterprise organizations will work with a dedicated customer success manager on a tailored rollout plan, including any API development guidance and provider trainings.

What does Upheal's SLA include?

We offer a service-level agreement that guarantees agreed-upon system uptime and note generation speed.

Join other innovative providers

Get started with UphealOS

Self-pay clinicians deserve tools that fit how they work.
UphealOS cuts admin work and unifies your practice in one smart system.

Get Early Access
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