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Trusted by 36,000+ providers

A plan for every practice

Individual
Group
Enterprise
USD ($)
Monthly
Yearly
Save more than 30%

Free

$0
/month
No credit card required
Get started
Unlimited notes
Notes from dictated or text summaries
Manually upload session recordings
Telehealth without AI notes

Starter

Most popular
$29
$19
/month
billed annually
Save $120/year
‎
Unlimited notes
Everything in Free, and:
All note types
Capture in-person sessions and EHR calls
Smart Edit for quick AI adjustments
Note template customization

Premium

$99
$69
/month
billed annually
Save $360/year
‎
Unlimited notes
Everything in Starter, and:
Treatment Plans with Golden Thread documentation
Custom AI prompts in templates
Telehealth with AI notes
Compliance Checker
Advanced analytics
No credit card required for trial
•
30-day money back guarantee

Free

Starter

Premium

AI clinical notes
Session notes per month
Unlimited
Unlimited
Unlimited
Note types
Basic
SOAP, DAP, and Intake note types.
Full set
All in the Basic plus GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Upheal notes, Psychiatry, Headway-compliant SOAP and Medical notes.
Full set
All in the Basic plus GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Upheal notes, Psychiatry, Headway-compliant SOAP and Medical notes.
Session transcripts
Complete transcripts with each participant clearly labeled.
Please note that Upheal's telehealth without AI notes won't generate a transcript.
AI learns your writing style
As you edit your notes, our AI adapts to your terminology and formatting, so future notes require less adjusting.
Chosen modality reflected in notes
Notes are tailored to your chosen therapeutic approach.
Treatment summaries
Quickly prepare for your next session with an AI-generated overview of your client's recent treatment.
Post-session summaries for clients
Generate a client-friendly summary to share after the session.
Smart Edit for quick AI adjustments
Edit your notes quickly by telling our AI what to do.
Note template customization
Mix and match our 170+ preset note sections to get the perfect template for your practice.
Custom AI prompts in templates
Give our AI your own instructions to capture specific information from sessions.
Advanced analytics and a session map
Measurements of talking ratio, cadence, sentiment, and more tracked along the session's timeline.
Treatment Plans
Insurance-compliant Treatment Plans
Evidence-based treatment plans with SMART goals.
Interventions based on modalities
Choose your therapeutic modalities, and your Treatment Plans will include interventions consistent with your approach.
Automatically generated Case Snapshots
Case Snapshots are the foundation of your Treatment Plans. Let our AI generate them based on past sessions, saving you time.
Tools
Calendar
Schedule sessions and connect your other calendars to keep all your appointments in one place.
Basic
Max 2 calendars connected
Client self-scheduling
Set your services, and let your clients book their own appointments.
Telehealth
Upheal's own secure, HIPAA-compliant calling platform.
Calls only (no AI notes)
Notes and transcripts won't be generated after the session.
Calls only (no AI notes)
Notes and transcripts won't be generated after the session.
With automated AI notes
 Get seamless notes, insights, and analytics after your sessions.
Compliance Checker
Use our AI to check your notes for compliance based on leading payer criteria.
Session capture
Notes from text or dictation
Dictate or type brief observations from your session to receive a structured note.
Manual uploads
Get notes from your own session recordings.
In-person sessions
Capture audio from in-person sessions in your browser or with our iOS app.
Virtual sessions
Use our in-app tool or our Chrome browser extension to capture sessions held on any online calling platform.
Zoom integration
Hold your sessions in Zoom and get notes in Upheal, no extra steps needed.
Supported therapy formats
Individual therapy
All note types and session capture methods support individual therapy.
Couples therapy
Note types available for couples are SOAP, DAP, and Upheal notes.
Upheal's own telehealth calling platform does not yet support couples, but other session capture methods do.
Family therapy
Add participants to your sessions to include others important to your client.
Upheal's own telehealth calling platform does not yet support family therapy.
Privacy & management features
All recordings deleted by default
For maximum privacy, all session audio is automatically deleted once you get your notes. Of course, you can still choose to save it.
2-step verification for login
Add a phone number to your account for an extra layer of security.
Opt-out from AI model training
You're in full control of your data. While de-identified data helps us improve Upheal, you can opt out any time.
Chat and email support
Get help and answers from our Support team.
Basic
Standard
Priority support

Team

Contact Sales

Tell us more about your practice

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

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.

Can Upheal be used alongside my telehealth platform?

Yes, we can integrate Upheal seamlessly with your EHR or provider platform. Upheal has a secure and flexible API that supports bi-directional integrations and is part of other EHR integration programs.

Can I assign different roles to my team members?

Yes, we offer different roles in the Upheal app to suit your team members’ access and administrative needs. There’s no per-seat charge — Billing is based on number of sessions, not number of team members, so you can add as many seats as you like.

Is there a free option for teams?

Yes, your team can use Upheal for free. You’ll get a 14-day full-featured trial, after which you’ll move to our Free plan if you don’t subscribe to a paid plan. Don’t worry, you won’t lose any client or session data.

On our Free plan, you’ll get unlimited notes, but you won’t have access to live session capture options, several note types, or more advanced tools. You can still generate notes from written summaries, dictation, and uploaded recordings, plus use Upheal for secure video calls without note generation.

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 Upheal be integrated into my EHR or provider platform?

Yes, we can integrate Upheal seamlessly with your EHR or provider platform. Upheal has a secure and flexible API that supports bi-directional integrations and is part of other EHR integration programs.

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.

Can Upheal be used alongside my telehealth platform?

Yes, Upheal provides multiple ways to capture session audio regardless of the telehealth platform you're using to provide a seamless experience for your providers. We also offer our own video visit solution.

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

Excellent !

Based on 58 reviews

trustpilot-star-rating
Sep 16, 2025

A co-pilot for my practice

Upheal is easy to use and very reliable. Allowing me to get bandwidth back (mentally and physically) to focus on my clients. I've grown to appreciate and trust their transparency and privacy as their platform put clinical outcomes and ethical practice first. I always feel like the providers and my clients come first, not insurance or investors.

Seung J.
trustpilot-star-rating
Sep 12, 2025

I researched several AI behavioral…

I researched several AI behavioral health note apps and initially chose Upheal because they provide the option to note save the entire session. Instead, it just summarizes and organizes the session immediately and I can choose to accept just that summary. That allows me to feel more comfortable being HIPPA compliant. Upheal write more eloquent and thorough notes than I ever have in 20+ years of practice. It also saves me soooo much time. Upheal is one of the most valuable toolsI have as a psychotherapist.

Amy KL
trustpilot-star-rating
Aug 21, 2025

I love using Upheal

I love using Upheal! It is a tremendous help with organizing and generating progress notes!

M P
trustpilot-star-rating
Aug 5, 2025

This software is a game changer

This software is a game changer. I have reduced the number of hours I spend writing notes and am grateful to be able to devote more time to my clients.

Grady
trustpilot-star-rating
Jul 9, 2025

Super Helpful

I am truly happy with Upheal. This app has been super helpful with my clinical work. No longer am I working late just to finish notes. No longer do I have to type or write down notes let alone any information from the session. Upheal has given me the time I need to spend with my loved ones. I work 40 hours a week on top of being a wife and mom. So it's relieving not to spend my weekends doing notes. I highly recommend Upheal if you want support convenience and peace of mind.

Dashae Burge
trustpilot-star-rating
Jun 11, 2025

Best notes for the $

I tried a lot of programs and this one had the best deal and note types. I do wish they would incorporate a way to make documents with the notes saved such as a psychological report template. They upgraded me without me requesting it and it has been great. Customer service is always super responsive and helpful.

Kayzim Suarez

Secure and compliant

HIPAA complaint
HIPAA
compliant
PHIPA & PIPEDA complaint
PHIPA & PIPEDA
compliant
GDPR & DPA compliant
GDPR & DPA
‍compliant
SOC2 compliant
SOC2
certified
Continuously externally tested
Continuously
externally tested

Frequently asked questions

How does Upheal's pricing work?

For individuals, we offer a free plan and two paid tiers at set prices. If you’d like to use our free plan, no credit card is required. Each higher tier includes more advanced features. You can pick a monthly plan, or save 30% with a yearly plan.

For group practices of 2 to 20 providers, we offer pricing based on how many sessions you hold, rather than how many team members you have. See the Group practice tab above for more details.

For even larger organizations, see the Enterprise tab.

Can I customize my plan?

As of now, the options for our individual plans are set. However, if your larger organization would like to join Upheal, we might be able to accommodate more specific needs. Please feel free to reach out to us.

Can I pause my subscription/payment?

You can pause your subscription for up to two months. To pause, contact Support, choose a date to automatically resume your plan, and reach out to confirm when you’re ready to start again. While your subscription is paused, you can still sign in to your account and access your notes — it’s just like being on our free plan.

How secure is Upheal?

Upheal is committed to the highest standards of privacy and security. Our platform is HIPAA-compliant and adheres other privacy regulations worldwide. We use record-level encryption and perform regular security audits to protect your and your clients’ data. More on our privacy practices and technical security monitoring.

How do I switch to an organization-paid plan?

If you use Upheal as an individual, and you’re going to be added to a larger practice or organization, the paying organization will invite you to their Team plan. If you want your clients and data transferred to your new organization, please contact Upheal Support.

Will I be charged sales tax?

You won’t be charged sales tax on your Upheal subscription.

How and when can I cancel my subscription or trial?

You can cancel any time. Just contact Support, and we’ll assist. When you cancel, your subscription remains active until the end of your current billing period, and then you won’t be charged again.

For both monthly and yearly plans, we offer a 30-day money-back guarantee in case you change your mind about your subscription. After 30 days, any cancellation will take effect at the end of your billing cycle, monthly or annual.

Where can I update my payment method?

To update your payment method, go to Settings > Plans and billing. If you need help, please contact Support in the Upheal app, and we’ll assist.

Discount offering

For students or associate level therapists

We are offering 50% discount on your first 12 months of Upheal. After starting your trial, please reach out to our support with a screenshot of your student or associate status.
‍It can't be combined with any other offers and only applies to our Individual practice plans.

Reach to support

For non-profits organizations

We take pride in giving as much as we can to philanthropic efforts. If you work for a nonprofit organization and would like to use Upheal, please reach out to support, and we will offer you a discount.
‍

Reach to support

Focus on your session with our AI progress notes

The first AI-assisted platform for mental health professionals with therapy notes and analytics.

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Unlimited notes
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