How Danielle enhanced the quality of her care
A plan for every practice
Monthly
Yearly
Save more than 30%
Free
$0
/month
No credit card required
Free for everyone
Unlimited notes
Notes from dictated or text summaries
Manually upload session recordings
Telehealth without AI notes
Schedling in your Upheal calendar
Starter
Most popular
$29
$19
/month
billed annually
Save $120/year
Everything in Free, and:
Unlimited notes
All note types
Capture in-person sessions and EHR calls
Template customization
Diagnosis & modalities
Smart Edit for quick adjustments
AI learns your writing style
Premium
$99
$69
/month
billed annually
Save $360/year
Everything in Starter, and:
Unlimited notes
Telehealth with AI notes
Treatment Plans with Golden Thread
Upheal AI assistant
Compliance Checker
UphealOS
Client self-scheduling
Practice forms
Payments
No credit card required for trial
30-day money back guarantee
Free
Starter
Premium
Notes & documentation
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.
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.
Upheal assistant
Chat with our AI to surface client details, get insights, generate resources, and prep for sessions.
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.
Practice forms
Create and send forms for intake, informed consent, assessments, and more. Start from scratch, or use our clinician-made form library.
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.
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 iOS 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 iPhones, iPads, 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.
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, and Upheal notes.
Upheal's own telehealth calling platform does not yet support couples, but other session capture methods do.
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.
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.
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
Unlimited notes
Everything in Premium, and:
Team management
Supervision
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.
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.
Can my team practice use UphealOS?
Yes, your whole practice can use UphealOS as your EHR (best for private-pay practices). For more information, please contact us.
Enterprise
Contact Sales
Open API access
Customized note development
Dedicated customer success manager
Service-level agreement (SLA) available
Volume discounts
Single sign-on (SSO)
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.
Can my team practice use UphealOS?
Yes, your whole practice can use UphealOS as your EHR (best for private-pay practices). For more information, please contact us.
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