UphealOS is here!
A new way to run your private-pay practice

Top 5 EHR for Private Practice

Upheal is the private practice EHR designed for therapists who take private-pay clients. AI notes, scheduling, telehealth, payments, and compliance — all in one subscription. No insurance bloat. No weekend notes.

Try for free
Upheal 
vs. SimplePractice

Upheal is a private practice EHR built specifically for mental health therapists who serve private-pay clients. Unlike traditional EHR software designed around insurance billing workflows, Upheal's UphealOS combines clinical documentation, AI-generated progress notes, HIPAA-compliant telehealth, client scheduling, and payment processing in a single, modern platform. It is designed and maintained by licensed mental health clinicians, making it one of the most clinically intuitive EHR options available for solo and small group private practices. Upheal offers a free plan with unlimited notes and paid plans starting at $1/session.

Clearly supported
Limited or unclear
Not supported
What Matters Most
End-to-end AI support for care delivery
Upheal’s AI supports the entire client care journey — from intake to outcomes — while keeping you in control.
AI support is currently limited to documentation.
Consent-based data use for AI training
AI training requires dual consent: the client must explicitly give permission, and providers must be opted in as well. No training occurs without client opt-in.
Client data may be used for training once de-identified. Providers are opted in by default, and there is no mechanism to request client consent specifically for training AI models.
Subpoena transparency and therapist involvement
Upheal commits to notifying providers whenever legally allowed and keeps transcripts separate from notes
No public disclosure on subpoena notification or process
SOC 2 Certified and HIPAA-compliant
Use with Zoom or any video platform
(SP Telehealth only)
Supports both in-person and virtual sessions
Generate notes from dictation or text without required session recording
Built-in session insights (sentiment, talk ratio, etc.)
Clearly supported
Limited or unclear
Not supported
End-to-end AI support for care delivery
Upheal’s AI supports the entire client care journey — from intake to outcomes — while keeping you in control.
AI support is currently limited to documentation.
Consent-based data use for AI training
AI training requires dual consent: the client must explicitly give permission, and providers must be opted in as well. No training occurs without client opt-in.
Client data may be used for training once de-identified. Providers are opted in by default, and there is no mechanism to request client consent specifically for training AI models.
Subpoena transparency and therapist involvement
Upheal commits to notifying providers whenever legally allowed and keeps transcripts separate from notes
No public disclosure on subpoena notification or process
SOC 2 Certified and HIPAA-compliant
Use with Zoom or any video platform
(SP Telehealth only)
Supports both in-person and virtual sessions
Generate notes from dictation or text without required session recording
Built-in session insights (sentiment, talk ratio, etc.)
How it works

More than SOAP: Clinical notes tailored to real-world needs

Upheal offers multiple clinically vetted templates (SOAP, DAP, BIRP, GIRP, and more), giving providers the flexibility to document in the format that best fits their session goals and specialties. SimplePractice's AI Note Taker only supports SOAP notes by default.

vs

Privacy-First By Design

Upheal was built with a consent-first philosophy.

Unlike SimplePractice, which uses de-identified transcription data for AI training by default, Upheal requires dual consent: providers must be opted in, and clients must explicitly give permission. No data is used to train our models without both.

You and your clients stay in control — always.

Here’s how we go further:

Explicit consent required from clients and providers for model training

No session recording required to generate notes via dictation or text

SOC 2–certified infrastructure with HIPAA-compliant design

Subpoena response process that includes therapist involvement whenever legally possible

Separate storage for notes vs. transcripts to minimize exposure

“Alongside tracking patient progress, Upheal maintains rigorous privacy standards, making it an invaluable tool for modern professionals.”
Gino C.
LPC
Libby Mayes,Registered, Counsellor

Join thousands of providers like Gino who leverage Upheal to securely deliver care.

Join for free
100% HIPAA compliant
Unlimited notes
Free plan