Less paperwork for your clinicians, a clearer picture for you. Start with AI notes alongside your current EHR, or bring scheduling and billing over too.
“We cut documentation from 15 hrs a week to about 2.”
Record or upload a session, and Upheal drafts the note and treatment plan for your clinician to review and sign.
Shared templates keep every clinician’s notes to the same structure.
Part-time clinicians cost less, and adding someone new doesn’t add a flat fee.
“I feel like we spend more time talking to each other instead of hiding from each other.”
Kristy Castille
Clinical Supervisor, Alliance Family Services
Four roles keep clinical records away from non-clinical staff.
Sees every client and every provider. Manages the team and practice settings.
Works with their own clients: sessions, notes, treatment plans, scheduling, and messages. Can’t see colleagues’ clients.
Handles claims, invoices, and payments for the whole practice. Sees diagnoses for billing, never session notes.
Runs the front desk: clients, calendars, availability, billing, and templates. No caseload, no clinical notes.
When clinicians take paperwork home, it’s one more reason they leave. Upheal cuts hours of documentation down to minutes a session without changing your EHR.
The team at Alliance Family Services kept their existing EHR and got their evenings back. Today, around a dozen clinicians use Upheal with shared templates managed in one place.
It allows us to be more present. Instead of trying to write in your head, you’re just making sure you hit those key questions you put in your template,
and then boom.
AI-powered migration brings over clients, notes, and history from your current EHR. You decide what moves.
We'll get your account set up, talk through your team's needs, and show you how to export your data.
Your admin uploads the export, and we'll review the AI mapping together.
We'll help you set up templates, assign roles, and get your team comfortable with Upheal.
I’ll guide your move and stay your contact after launch.
HIPAA
Compliant
PHIPA
Compliant
SOC 2
Type II
GDPR
Compliant
Encrypted video calls
Private telehealth sessions
Secure consents
Collected and stored safely
Audit log
Every data access is tracked
Modern cloud
Reliable and secure
Both. Use Upheal for AI therapy notes alongside your current EHR, or use the full behavioral health EHR for notes, scheduling, insurance billing, payments, and practice reporting.
Three ways. Smart Fill in Upheal’s Chrome extension fills your EHR’s note form in one click, section by section, in SimplePractice, TherapyNotes, Owl Practice, Jane App, and Healthie. With any other EHR, copy and paste the signed note. If you want the systems connected directly, your developers can build an integration with the Upheal API. Ask about access on the demo.
Yes. You can use shared templates or tailor them by program or clinician. The Upheal EHR has four roles, with clinical and non-clinical access separated. Compare the roles and permissions above.
Yes, with your customer success manager on each step. Your admin exports from your current EHR, uploads it on a migration call, and reviews the AI mapping with us. With AI notes only, migration is optional.
Tell us on the demo and we will say when, or whether. Supervision workflows beyond co-signing and advanced note customization (dropdown and checkbox fields inside a note) are the two things group practices ask for most that are not built yet. Both are on the public roadmap.
Upheal is HIPAA compliant and independently audited for SOC 2 Type II. A business associate agreement is included, and session audio is deleted by default after the note is created. Read the trust page for details.
Every group practice gets Reports: five dashboards plus a library of practice reports. With AI notes only, they cover documentation. The full EHR adds sessions, billing, and payments. Export the numbers as a spreadsheet.
SimplePractice and TherapyNotes charge a flat fee per clinician seat and sell AI notes as an add-on. Upheal includes AI notes and compliance checking for every clinician and bills per session held, so a part-time provider costs less than a full-time one. Full comparisons: SimplePractice, TherapyNotes, and our guide to the best EHR for group practices.
General scribes are built for a 12 minute medical visit. Upheal is built for a 50 minute therapy session. It knows what a golden thread is, what a payer means by medical necessity, and which sections an auditor reads first. A general scribe gives you a note that looks right. Upheal gives you one that holds up.
Yes. AI notes work at any size, from a two-person practice to organizations with thousands of therapists. The full EHR has no limit on the number of providers.
Yes. Admins set practice-wide hours, time zones, and up to 10 locations once, then apply them to any service. Providers can keep their own hours. Clients book from their provider’s hours and pick in-person, video, or phone where a service offers more than one.
Tell us what your team needs, from documentation to billing, and we'll show you the setup that fits.
100% HIPAA compliant
Unlimited AI notes
Free plan