Trusted by 36,000+ providers
Pick the best plan for your practice
Free
Try Upheal at no cost — video calls and a taste of AI notes.
$0
/ month
Up to 20 AI notes per month, no card required.
Notes from dictated or text summaries
Manually upload session recordings
Telehealth without AI notes
MOST POPULAR
AI notes
AI documentation for therapists who just need great notes, fast.
$39
/ month
Flat monthly fee, unlimited sessions.
All note types
Capture in-person sessions and EHR calls
Smart Edit for quick AI adjustments
Note template customization
+ Assistant Pro
+$39/mo
Unlimited AI assistant & session prep.
Running a group practice?
Per-seat AI Notes or EHR, Assistant Pro attachable per provider, SSO & org-wide setup.
No credit card required for trial
•
30-day money back guarantee
Free
AI Notes
Notes & documentation
Session notes per month
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.
Session transcripts
Complete transcripts with each participant clearly labeled.
Please note that Upheal's telehealth without AI notes won't generate a transcript.
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 with Golden Thread
Get insurance-compliant, AI-generated Treatment Plans, plus our Golden Thread feature to track client progress session-to-session.
Compliance Checker
Use our AI to check your notes for compliance based on leading payer criteria.
AI assistant
Editing with Assistant
Our secure, HIPAA-compliant AI chat knows your practice and can take on session prep, scheduling, case questions, billing, and so much more.
Case questions & insights
Our secure, HIPAA-compliant AI chat knows your practice and can take on session prep, scheduling, case questions, billing, and so much more.
Limited
Limited
Session preparation
Our secure, HIPAA-compliant AI chat knows your practice and can take on session prep, scheduling, case questions, billing, and so much more.
Limited
Limited
Custom reports
Our secure, HIPAA-compliant AI chat knows your practice and can take on session prep, scheduling, case questions, billing, and so much more.
Intake & scheduling
Calendar
Schedule sessions and connect other calendars to keep all your appointments in one place.
Client self-scheduling
Let clients book appointments with you according to your set availability.
Client portal
Our HIPAA-compliant portal gives your clients a single, secure place to message you, handle paperwork, and manage their schedule.
Practice forms
Create and send forms for intake, informed consent, assessments, and more. Start from scratch, or use our clinician-made form library.
Practice branding
Apply your brand colors and logo to forms, telehealth sessions, and the Client Portal.
Smart Intake
Minimize intake admin with AI that collects your new client requests, helps check for a good fit, and sets up your first appointments.
Coming soon
Telehealth and capture
Telehealth
Upheal's own secure, HIPAA-compliant calling platform.
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.
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 mobile app.
Virtual sessions
Use our in-app tool or our Chrome browser extension to capture sessions held on any online calling platform.
Desktop & mobile apps
Our apps for iPhone, iPad, and Android phones and tablets, and Mac computers make it simple to get notes from your sessions.
Zoom integration
Hold your sessions in Zoom and get notes in Upheal, no extra steps needed.
Therapy formats
Individual therapy
All note types and session capture methods support individual therapy.
Couples therapy
Note types available for couples are SOAP, DAP, GIRP, BIRP, SIRP, PIRP, PIE and Upheal notes.
Family therapy
Add participants to your sessions to include others important to your client.
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.
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
Priority support
EHR
Try Upheal at no cost — video calls and a taste of AI notes.
$1
/ session
Up to 20 AI notes per month, no card required.
Notes from dictated or text summaries
Manually upload session recordings
Telehealth without AI notes
EHR Pro
Most popular
AI documentation for therapists who just need great notes, fast.
$99
/ month
Up to 20 AI notes per month, no card required.
Everything in Free, and:
All note types
Capture in-person sessions and EHR calls
Smart Edit for quick AI adjustments
Note template customization
Running a group practice?
Per-seat AI Notes or EHR, Assistant Pro attachable per provider, SSO & org-wide setup.
No credit card required for trial
•
30-day money back guarantee
Free
AI Notes
Notes & documentation
Session notes per month
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.
Session transcripts
Complete transcripts with each participant clearly labeled.
Please note that Upheal's telehealth without AI notes won't generate a transcript.
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 with Golden Thread
Get insurance-compliant, AI-generated Treatment Plans, plus our Golden Thread feature to track client progress session-to-session.
AI Assistant
Our secure, HIPAA-compliant AI chat knows your practice and can take on session prep, scheduling, case questions, billing, and so much more.
Limited
Limited
Compliance Checker
Use our AI to check your notes for compliance based on leading payer criteria.
Intake & scheduling
Calendar
Schedule sessions and connect other calendars to keep all your appointments in one place.
Client self-scheduling
Let clients book appointments with you according to your set availability.
Client portal
Our HIPAA-compliant portal gives your clients a single, secure place to message you, handle paperwork, and manage their schedule.
Practice forms
Create and send forms for intake, informed consent, assessments, and more. Start from scratch, or use our clinician-made form library.
Practice branding
Apply your brand colors and logo to forms, telehealth sessions, and the Client Portal.
Smart Intake
Minimize intake admin with AI that collects your new client requests, helps check for a good fit, and sets up your first appointments.
Coming soon
Telehealth and capture
Telehealth
Upheal's own secure, HIPAA-compliant calling platform.
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.
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 mobile app.
Virtual sessions
Use our in-app tool or our Chrome browser extension to capture sessions held on any online calling platform.
Desktop & mobile apps
Our apps for iPhone, iPad, and Android phones and tablets, and Mac computers make it simple to get notes from your sessions.
Zoom integration
Hold your sessions in Zoom and get notes in Upheal, no extra steps needed.
Payments
Invoicing & payment tracking
Generate and send invoices, then track when they're paid, overdue, or refunded.
Online payments
Accept and manage online card payments via Stripe, the secure payment processing service we use.
Insurance billing
Check eligibility, submit claims, and match payments automatically, all inside the same platform that writes your notes.
Superbills
Generate and send superbills to your clients.
Therapy formats
Individual therapy
All note types and session capture methods support individual therapy.
Couples therapy
Note types available for couples are SOAP, DAP, GIRP, BIRP, SIRP, PIRP, PIE and Upheal notes.
Family therapy
Add participants to your sessions to include others important to your client.
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.
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
Priority support
