# Upheal: AI-Powered Mental Health EHR & Clinical Automation
> Upheal is an AI-powered mental health EHR and practice management platform, with built-in insurance billing, built for therapists, psychologists, psychiatrists, and counselors. It automates clinical documentation - including SOAP, DAP, GIRP, BIRP, PIRP, SIRP, PIE, Intake, and EMDR note formats - using AI, saving mental health professionals up to 6 hours per week. Upheal is HIPAA, PHIPA, PIPEDA, and GDPR compliant, and SOC 2 Type II certified. Headquartered in Miami, FL. Serves individual providers, group practices, and virtual care companies across the US, Canada, UK, Australia, New Zealand, and the EU.
## Core Platform
- [Homepage](https://www.upheal.io/): Overview of Upheal's AI-powered mental health EHR. Includes feature summary, supported note formats, pricing tiers, and FAQs.
- [Pricing](https://www.upheal.io/pricing): Four plans for individual providers. Free ($0): basic AI notes from dictation, text summaries and uploads, plus telehealth without AI. AI Notes ($39/month flat): unlimited AI notes via video, audio, dictation and uploads, all note templates, treatment plans with Golden Thread, and built-in telehealth with automated notes. EHR Pay-as-you-go ($1 per session, billed monthly based on usage, no cap, no minimum spend): the full EHR with AI notes, scheduling, Client Portal, practice forms, client billing, insurance billing and compliance checking. EHR Pro ($99/month flat): the full EHR with AI Assistant Pro included. AI Assistant Pro add-on (+$39/month) removes the monthly AI Assistant usage limit on AI Notes and Pay-as-you-go. Group practices: per-seat AI Notes or EHR plans with team management and SSO (contact sales). Card processing is 2.9% + $0.30 per online transaction; insurance billing is $0.30 per claim and $0.15 per eligibility check (US only). Prices are localized for Canada, the UK, Australia, New Zealand and the EU. 30-day money-back guarantee. No credit card required to start.
- [Sign Up](https://www.upheal.io/signup): Start on the Free plan or begin a 30-day free trial of a paid plan. No credit card required.
- [Privacy & Compliance](https://www.upheal.io/privacy-and-compliance): Details on HIPAA, PHIPA, PIPEDA, and GDPR compliance; SOC 2 Type II certification; encrypted video; audit logs; and data security infrastructure.
- [Careers](https://www.upheal.io/careers): Open roles at Upheal across engineering, clinical, and go-to-market teams.
- [Download](https://www.upheal.io/download): Download the Upheal app for iOS, Android, Mac, and Windows. Data syncs across all devices.
## AI Notes & Documentation Features
- [AI Clinical Notes](https://www.upheal.io/features/ai-clinical-notes): AI listens to or reads therapy sessions and auto-generates progress notes in SOAP, DAP, GIRP, BIRP, PIRP, SIRP, PIE, Intake, and EMDR formats. Works for individuals, couples, and multi-speaker family sessions across eight languages.
- [AI SOAP Notes](https://www.upheal.io/ai-clinical-notes/ai-progress-notes/ai-soap-notes): Dedicated feature page for AI-generated SOAP notes. Covers how Upheal structures Subjective, Objective, Assessment, and Plan sections automatically from session audio or text.
- [AI Treatment Plans](https://www.upheal.io/features/treatment-plans): Generates insurance-ready treatment plans with SMART goals. Maintains the Golden Thread of clinical consistency required by insurers across all sessions.
- [AI Assistant](https://www.upheal.io/features/ai-assistant): HIPAA-compliant AI assistant for therapists. Answers clinical questions, assists with documentation, and acts as a context-aware alternative to ChatGPT for mental health professionals. Included with a monthly usage limit on AI Notes and Pay-as-you-go; unlimited with Assistant Pro (+$39/month) or EHR Pro.
- [Compliance Checker](https://www.upheal.io/features/compliance-checker): Automatic audit tool that reviews notes against clinical and insurance compliance standards before submission.
- [Session Capture & Formats](https://www.upheal.io/features/session-formats): Captures sessions via in-person audio recording, virtual platform capture, file upload, dictation, or typed summaries. Compatible with any existing EHR or telehealth platform.
- [AI Migration](https://www.upheal.io/): Import clients, notes and data from SimplePractice, TherapyNotes, Sessions Health or any other EHR. Drop in your export and the AI Assistant guides you step by step; PDF forms and templates are recreated automatically. Included with AI Notes and both EHR plans.
## Free Plan & Practice Tools
- [Free AI Therapy Notes](https://www.upheal.io/ai-therapy-notes-free): Upheal's Free plan includes basic AI notes from dictation, text summaries and uploads, HIPAA-compliant telehealth without AI, and Google Calendar sync. No credit card required. Live session capture with automated notes starts on the AI Notes plan.
- [Free Note Generation](https://www.upheal.io/ai-therapy-notes-free/free-note-generation): Generate unlimited therapy notes from typed or dictated session summaries at no cost, without a subscription.
- [Free Telehealth](https://www.upheal.io/ai-therapy-notes-free/free-telehealth): HIPAA-compliant built-in video calling available on the free plan, for individual sessions.
- [Scheduling](https://www.upheal.io/features/scheduling): Intelligent booking system with client self-scheduling, automated reminders, and calendar sync. Reduces no-shows and protects clinician time.
- [Client Payments](https://www.upheal.io/features/payments): Integrated payment processing for private-pay practices. Handles invoicing, superbills, receipts, and billing without separate software. Included in both EHR plans; 2.9% + $0.30 per online transaction. Available in the US and Canada.
- [Insurance Billing](https://www.upheal.io/features/insurance-billing): Built-in claims submission, ERA processing, and eligibility checks with no separate clearinghouse. Usage based: $0.30 per claim submission and $0.15 per eligibility check, no setup or monthly fee on top of the EHR plan. US practices only.
- [Managed Billing](https://www.upheal.io/features/managed-insurance-billing): Upheal's done-for-you billing service. Upheal's billing team works your claims, denials and follow-up, including credentialing. Currently on a waitlist.
- [Client Portal](https://www.upheal.io/features/client-portal-for-therapists): Secure client portal for scheduling, forms, session summaries, telehealth, and messages, accessed by magic link with no client account needed. Included in the EHR plans.
- [Practice Forms](https://www.upheal.io/features/practice-forms): Digital client intake forms that collect information before the first session. Customizable and integrated with the Upheal platform.
## Who We Serve
- [Individual Providers](https://www.upheal.io/who-we-serve/individual-providers): How Upheal helps solo therapists, psychologists, LCSWs, LMFTs, and counselors reduce documentation time and focus on client care.
- [Group Practices](https://www.upheal.io/who-we-serve/group-practices): Features for multi-clinician practices including team management, supervision tools, and shared AI notes infrastructure. Practices pay per seat, with each seat on AI Notes or the full EHR; team management and SSO included.
- [Virtual Care Providers](https://www.upheal.io/who-we-serve/virtual-care-providers): How telehealth-first companies and digital health organizations scale clinical operations using Upheal's AI documentation.
## Clinical Documentation Library
- [Documentation Hub](https://www.upheal.io/documentation): Full library of clinical note templates, format guides, and best-practice resources for mental health documentation.
- [SOAP Note Example](https://www.upheal.io/documentation/soap-note-example-2026): Completed example of a SOAP format therapy note with section-by-section guidance.
- [Intake Note Template](https://www.upheal.io/documentation/intake-form-template): Template and guidance for writing clinical intake notes at the start of a therapeutic relationship.
- [Psychotherapy Notes vs Progress Notes](https://www.upheal.io/documentation/psychotherapy-notes-vs-progress-notes): Explains the clinical, legal, and insurance differences between psychotherapy notes and progress notes - a common source of compliance confusion.
- [Progress Note Template](https://www.upheal.io/documentation/progress-note-template): Blank template and writing guidance for standard therapy progress notes.
- [GIRP Note Example](https://www.upheal.io/documentation/girp-note-example): Completed example of a GIRP format therapy note with explanation of each section.
- [BIRP Note Example](https://www.upheal.io/documentation/birp-note-example): Completed example of a BIRP format therapy note with explanation of each section.
- [DAP Note Example](https://www.upheal.io/documentation/dap-note-example): Completed example of a DAP format therapy note with explanation of each section.
- [SIRP Note Example](https://www.upheal.io/documentation/sirp-note-example): Completed example of a SIRP format therapy note with explanation of each section.
- [PIRP Note Example](https://www.upheal.io/documentation/pirp-note-example): Completed example of a PIRP format therapy note with explanation of each section.
- [SOAP Notes vs DAP Notes](https://www.upheal.io/documentation/what-is-the-main-difference-between-soap-notes-and-dap-notes): Side-by-side comparison of SOAP and DAP formats - structure, use cases, and when to choose each.
- [BIRP vs SOAP Notes](https://www.upheal.io/documentation/birp-vs-soap-notes): Side-by-side comparison of BIRP and SOAP formats - structure, use cases, and when to choose each.
- [How to Choose an AI Note-Taking Tool](https://www.upheal.io/documentation/how-to-choose-an-ai-note-taking-tool-for-therapy-a-step-by-step-guide): Step-by-step guide for mental health professionals evaluating AI note-taking tools for their practice.
## Blog
- [Blog](https://www.upheal.io/blog): Industry trends, AI in mental health practice, clinical documentation guides, and Upheal product updates.
- [How to Ethically Discontinue Therapy with a Client](https://www.upheal.io/blog/how-to-ethically-discontinue-therapy-with-a-client): Clinical guidance on ending the therapeutic relationship ethically, including documentation requirements and client communication.
- [Why the Intake Process Is So Important](https://www.upheal.io/blog/why-the-intake-process-is-so-important-and-how-our-ai-intake-notes-can-help): The clinical and operational importance of intake documentation and how AI intake notes reduce administrative burden.
- [When a Client Wants to Discontinue Therapy](https://www.upheal.io/blog/when-a-client-wants-to-discontinue-therapy): How therapists can respond clinically and ethically when clients initiate termination.
- [How Social Workers Can Use AI](https://www.upheal.io/blog/how-social-workers-can-use-ai): Practical guide to AI documentation tools and workflows for licensed clinical social workers.
- [The Truth Behind Therapist Burnout](https://www.upheal.io/blog/the-truth-behind-therapist-burnout): Data-backed look at causes of documentation-related burnout in mental health professionals and how to address it.
- [8 Tips for Better Therapy Progress Notes](https://www.upheal.io/blog/8-tips-for-better-therapy-progress-notes-by-an-ex-therapist): Practical documentation tips from a former therapist covering clarity, compliance, and efficiency.
- [AI Ethics in Therapy](https://www.upheal.io/blog/ai-right-or-wrong-4-ethical-considerations-of-ai-in-therapy): Four ethical considerations for therapists using AI tools - consent, data privacy, clinical responsibility, and bias.
- [AI in Therapy: What the Research Says](https://www.upheal.io/blog/ai-in-therapy-heres-what-people-think-about-it-according-to-research): Research-backed overview of public and professional attitudes toward AI in mental health practice.
- [Best EHR for Private Practice in 2026](https://www.upheal.io/blog/the-best-ehr-for-private-practice-in-2026): Guide to evaluating and choosing an EHR system for private-pay mental health practices, including key criteria and platform comparisons.
## Comparisons
- [All Comparisons](https://www.upheal.io/comparisons): Index of how Upheal compares to other mental health documentation tools, AI scribes, and EHR platforms.
- [Upheal vs Freed](https://www.upheal.io/comparisons/upheal-vs-freed): Comparison of Upheal and Freed AI across mental-health-specific features, note formats, compliance, and value for therapists.
- [Upheal vs SimplePractice](https://www.upheal.io/comparisons/upheal-vs-simplepractice): Feature-by-feature comparison of Upheal and SimplePractice across AI notes, EHR functionality, pricing, and practice management tools.
- [Upheal vs Blueprint](https://www.upheal.io/comparisons/upheal-vs-blueprint): Comparison of Upheal and Blueprint across AI documentation, measurement-based care tools, and practice management features.
- [Upheal vs Mentalyc](https://www.upheal.io/comparisons/upheal-vs-mentalyc): Comparison of Upheal and Mentalyc across AI note quality, supported formats, pricing, and platform completeness.
## Support & Community
- [Support Center](https://www.upheal.io/support/en): Tutorials, how-to guides, and direct contact options for the Upheal support team.
- [Referral Program](https://www.upheal.io/referral-program): Earn account credits and bonuses for referring other mental health providers to Upheal.