Upheal offers two kinds of plans: plans you use alongside your current EHR, and plans that make Upheal your full EHR. Here’s what each plan includes so you can pick the one that fits your practice.
You can also check the pricing page on our website.
Plans to use alongside your EHR
If you already have an EHR you’re happy with, these plans give you Upheal’s AI documentation without switching systems.
Free plan
The Free plan lets you try Upheal’s AI notes at no cost.
Basic AI notes from past sessions, via text-to-note, dictation, and uploads only
Telehealth calling without AI
Individual therapy only
AI Assistant chat with a monthly usage limit
AI Notes plan: $39/month
The AI Notes plan is AI documentation for therapists who just need great notes, fast. You pay a flat monthly fee for unlimited sessions.
Unlimited AI notes via video, audio, dictation, and uploads
Individuals, couples, and families supported
All note templates, with powerful customization
Built-in telehealth with automated notes
Treatment Plans with Golden Thread
Mobile and desktop apps available
AI Assistant chat with a monthly usage limit
To get unlimited AI Assistant and session prep, you can add Upheal Assistant Pro to the AI Notes plan for an additional $39/month.
Compare plans to use alongside your EHR
Feature | Free | AI Notes |
Price | Free | $39/month |
AI notes | Basic, from past sessions | Unlimited sessions |
AI note methods | Text-to-note, dictation, uploads | Video, audio, dictation, uploads |
Session types | Individual only | Individuals, couples, families |
Telehealth | Calling without AI | Built-in, with automated notes |
All note templates with customization | — | ✓ |
Treatment Plans with Golden Thread | — | ✓ |
Mobile and desktop apps | — | ✓ |
AI Assistant chat | Monthly usage limit | Monthly usage limit |
AI Assistant Pro | — | Add-on: +$39/month |
EHR plans
If you want to run your whole practice in Upheal, our EHR plans combine AI notes with scheduling, billing, insurance, and client communication in one workspace.
EHR plan: $1/session
The EHR plan is our complete EHR, paid per session. It’s ideal if you have a lighter or varying caseload.
Unlimited AI progress notes via video, audio, dictation, uploads, and telehealth
All note templates, with powerful customization
Treatment Plans with Golden Thread
Invoicing, superbills, and online client payments
Insurance billing and eligibility checks
Client Portal with scheduling, messaging, and forms
AI Assistant chat with a monthly usage limit
To get unlimited AI Assistant and session prep, you can add Upheal Assistant Pro to the EHR plan for an additional $39/month.
For more on pay-per-session pricing, see $1/session EHR plan.
EHR Pro plan: $99/month
The EHR Pro plan is our complete EHR with unlimited AI admin assistance, for a flat monthly fee. It’s the best value if you have a fuller caseload. It includes everything in the EHR plan:
Unlimited AI progress notes via video, audio, dictation, uploads, and telehealth
All note templates, with powerful customization
Treatment Plans with Golden Thread
Invoicing, superbills, and online client payments
Insurance billing and eligibility checks
Client Portal with scheduling, messaging, and forms
Plus, AI Assistant Pro is included, with unlimited AI Assistant and session prep.
If you hold 14 or more sessions per week, you save money with EHR Pro.
Compare EHR plans
Feature | EHR | EHR Pro |
Price | $1/session | $99/month |
Best for | Lighter or varying caseload | Fuller caseload (14+ sessions/week) |
Unlimited AI progress notes | ✓ | ✓ |
All note templates with customization | ✓ | ✓ |
Treatment Plans with Golden Thread | ✓ | ✓ |
Invoicing, superbills, and online payments | ✓ | ✓ |
Insurance billing and eligibility checks | ✓ | ✓ |
Client Portal (scheduling, messaging, forms) | ✓ | ✓ |
AI Assistant chat | Monthly usage limit | Unlimited |
AI Assistant Pro (unlimited AI Assistant and session prep) | Add-on: +$39/month | Included |
Which plan should I choose?
Just need notes, and want to try first? Start with the Free plan.
Keeping your current EHR but want unlimited AI notes? Choose AI Notes.
Want a full EHR with a lighter or varying caseload? Choose EHR at $1/session.
Want a full EHR and see 14 or more sessions a week? Choose EHR Pro for the best value.