Practice Management

Client Messaging that knows your clients.

Upheal is the only EHR where your AI assistant drafts client messages based on your actual session notes, treatment plans, and assessments. Included free in your plan.

Messaging
Secure one-on-one messaging

Secure one-on-one messaging

Chat with your clients directly on Upheal, with notifications when they reply. And all message history organized by client.

Fully HIPAA-compliant messaging means no more PHI risks over email.

AI-powered replies

Upheal Assistant can draft messages based on your client data like session notes and treatment plan. Adjust the tone, review, and send. It never goes out without your review.

No other EHR does this.
AI-powered replies
Announcements to all your clients

Announcements to all your clients

Whether it's for a holiday closure, a rate change, or a practice update, send an announcement to every client at once. Plus, Upheal Assistant can draft them for you.

You decide who can reach you

Messaging is off by default. Enable it globally or per client in Settings, so you're only reachable by the people you choose. You can also turn announcements on or off per client.
You decide who can reach you
Client app with push notifications

Client app with push notifications

Your clients get notifications via dedicated client mobile app when you message them, and they can respond easily without logging in. Most competing EHRs don't have a client app at all.

We take data security and privacy
really seriously

Your data and your clients' data are handled with extreme care.

HIPAA, PHIPA, PIPEDA & GDPR compliant
SOC 2 Type II certified
Encrypted video calls
Secure consent collection and storage
Personal data activity tracking in an audit log
Modern cloud infrastructure
HIPAA CompliantPHIPA CompliantSOC2 CompliantGDPR Compliant

Your most popular FAQs

Is Upheal client messaging HIPAA compliant?

Yes. Upheal Messaging is HIPAA compliant, SOC2 Type II certified, and includes a Business Associate Agreement. All client messages are sent and stored within Upheal's encrypted environment. No more sending PHI over email.

Can Upheal's AI Assistant draft client message replies?

Yes. Upheal Assistant can draft replies based on your most recent session notes, treatment plan goals, and assessments on file. You always review and approve before sending. It never auto-sends.

How is Upheal Messaging different from SimplePractice or TherapyNotes?

Upheal is the only EHR where your AI Assistant drafts client replies from your actual clinical record. It also includes broadcast announcements, a client app with push notifications, and per-client messaging controls.

Can therapists send messages to all clients at once in Upheal?

A: Yes. Upheal includes Announcements, which lets you message all clients or a specific group at once. Your AI Assistant can help draft the message. Included in every plan. Most other EHRs don't offer this, or lock it behind premium tiers.

Do clients get notifications when their therapist messages them?

Yes. Clients receive push notifications on iOS and Android when you send them a message. Messages appear in their client portal and they can respond directly from their phone.

Can I control which clients can message me?

Yes. Messaging and announcements are off by default. Enable it globally or per client in Settings. You have a full control over who can receive and send messages.

The only EHR messaging grounded in your clinical record

Intake forms, notes, scheduling, and billing in one platform. Only €0.85/session, capped at €59/month.

100% HIPAA compliant
Unlimited AI notes
Free plan