Upheal

Categories: Business & Sales, Productivity, Automation / Agents | Pricing: Freemium | Official Website ↗

Upheal is an AI-native EHR for therapists, automating documentation, scheduling, billing, and compliance to manage an entire practice.

Upheal is an AI-native Electronic Health Record (EHR) system designed specifically for therapists. It integrates AI technology to streamline various aspects of practice management, including generating therapy notes, creating treatment plans, and assisting with administrative tasks. The platform aims to reduce the time therapists spend on documentation and administrative overhead, allowing them to focus more on client care. Key features include AI-powered note-taking that drafts clinical notes in seconds, automated treatment plan generation, and an AI Assistant for managing daily practice tasks through natural conversation. Upheal also provides intelligent scheduling, HIPAA-compliant telehealth, client portals, and billing functionalities. It supports individual providers, group practices, and virtual providers, offering tools for scaling operations with AI.

Key Features

AI notes & documentation
AI Treatment Plan generation
AI Assistant for clinical and admin tasks
Compliance Checker for notes
Intelligent scheduling & client booking
Digital practice forms & client portal
HIPAA-compliant telehealth with session capture
Client payments & automated superbills

Pros

Significantly reduces time spent on therapy notes and documentation.
AI learns individual writing styles for personalized notes.
Maintains 'Golden Thread' with auto-generated treatment plans.
Includes HIPAA-compliant telehealth and secure client portal.
Pricing is usage-based with a monthly cap, making it cost-effective for varying caseloads.

Cons

Insurance billing is listed as 'coming soon' (Summer 2026).
Card processing fees are an additional cost (2.9% + $0.30).
AI Assistant is currently in Beta.
Requires internet access for full functionality.
Reliance on AI for clinical documentation may require initial trust-building for some users.

Use Cases

Automating therapy note generation after sessions
Creating and maintaining treatment plans
Managing client scheduling and intake forms
Conducting HIPAA-compliant virtual therapy sessions
Processing client payments and generating superbills
Ensuring compliance of clinical documentation

Best For

Individual therapists
Group therapy practices
Virtual mental health providers
Therapists seeking to automate administrative tasks
Practitioners needing HIPAA-compliant EHR solutions

Integrations: Google Calendar, SimplePractice (migration tool), TherapyNotes (import tools), Carepatron (import tools), Sessions Health (import tools), JaneApp (import tools), Owl Practice (import tools)

Platforms: Web, iOS, Android, macOS, Windows

Watch demo on YouTube ↗

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