Integrated payment processing for your therapy practice

Payment processing is built into Upheal, so there's no separate app to connect. Send an invoice, and clients pay by credit or debit card, either in the Client Portal or with a card saved during intake. You can also log cash, checks, Venmo, and Zelle, split payments, apply credits, and generate superbills, all in the platform.

With Upheal, you set up payments once. Then you collect a card during intake, charge it after a session, or send an invoice clients pay online in the Client Portal. Card payments are 2.9% + $0.30 per transaction.

Yes. Clients see their current balance, invoices, and superbills in the Client Portal and can pay the full balance in one click. They can also update their own card, so an expired card doesn't mean a phone call. For telehealth practices, that means clients can pay copays and balances from home without anyone collecting a card over the phone.

No. When you log a payment you collected outside Upheal, the invoice is marked paid and your client isn't emailed.

Yes, for US practices. Clients opt in by signing the automatic payment authorization form and saving a card; you send the form from the client's billing settings, the Forms tab, or during intake. After each session, Upheal charges the session fee for self-pay clients or the copay for insured clients, plus any late cancellation or no-show fee, and emails the receipt. Charges run at midnight or once you sign the note. Balances left after insurance wait for your approval, each client has a per-charge limit, and clients can ask for a notice before every charge or withdraw in the Client Portal. You can still charge a saved card in one click.

No. Invoicing, payment processing, balance tracking, client statements, and superbills are included with the EHR.

Yes. Upheal is SOC 2 Type II audited and HIPAA compliant, and client payment data is processed securely. See whether therapy payment processors need a HIPAA BAA.

Billing is part of our full EHR, together with AI notes, scheduling and client records. That's $1 per session on Pay-as-you-go or $99/month on EHR Pro. Card payments are 2.9% + $0.30 per transaction.

This page covers client payments. For insurance claims, see Insurance Billing. Still deciding whether to take insurance at all? Compare insurance and private pay on your take-home with our free calculator.

Yes. Managed Billing, where Upheal's billing team handles billing for you, costs 5.9% of collections, or 4.9% from $25,000 a month in insurance payments. Insurance billing is available to US practices only. See how Managed Billing works.

Yes. Once a client has signed the automatic payment authorization form, Upheal charges late cancellation and no-show fees to their saved card, under the same per-charge limit and notice options as any other automatic charge.