Upheal

A closer look at Upheal

Upheal is AI for therapists: AI therapy notes, EHR and billing, turning each session into a progress note in under 60 seconds and, when ready, running the whole practice in one place.

Editorial guidance based on published documentation. The workflow below is a suggested starting point, not a measured product result.

When to choose Upheal

• A therapist wants AI notes in minutes while keeping the current EHR, reviewing, signing and pasting notes in.
• A practice wanting calendar, intake forms, telehealth, billing and client portal next to notes in one record.
• A lighter or varying caseload wanting pay-as-you-go EHR at $1 per session instead of a flat fee.

When to choose something else

• A therapist needing unlimited AI Assistant on the lower plans must add Assistant Pro at $39 per month.
• A non-therapy user will find a therapist-focused EHR not relevant.

A practical starting workflow

1. Record the session in person or online, or dictate afterward.
2. Let Upheal draft the therapy note the way the therapist would write it, ready in about 60 seconds.
3. Review the draft, check anything flagged as missing, sign it, and paste it into the EHR already in use.
4. When ready, move the whole practice to Upheal's EHR, with calendar, intake forms, telehealth, billing and client portal in one place.

Check before committing

• Free plan covers basic AI notes from past sessions plus telehealth calling without AI, with a monthly usage limit on AI Assistant chat.
• Card processing is 2.9% plus $0.30 per online transaction, and claim submission and eligibility checks carry small per-use fees.
• This entry describes published homepage features and does not compare note quality through testing.

Common questions

Compare approaches for this task

• Unabyss — Sharing one live context across AI tools via MCP, without re-explaining.
• ChatGPT — Turning a brief or source files into structured drafts, explanations, and working documents.