Trusted by 70,000+ providers

Save time with secure AI progress notes

The most loved AI notes for therapists. Plus everything you need to replace your EHR, when you're ready.

Trustpilot 4.6/5 rating
SOC 2 Type II
HIPAA compliant
Upheal AI therapy notes
Supporting 800+ organizations:
How it works

From session to signed note in 60 seconds

In-person
Virtual
Write or dictate
Without capturing
Session capturing
Progress note types
Session analytics
Click to copy
Virtual session capturing
Progress note types
Session analytics
Click to copy
Write or dictate
Progress note types
Session analytics
Click to copy
Works with all EHRs or as a replacement
User ratingUser ratingUser rating
Trusted by 70,000+ providers

What therapists are saying

Upheal has granted me time, but more importantly - energy! The quality of my work AND my life has improved significantly since incorporating Upheal and its AI technology.
Alison Morogiello
Alison Morogiello
Licensed Professional Counselor, USA
Your Al is incredible! Not only does it save me time and energy completing my therapy notes, but it also captures the clinical information I need.
Melissa Bartholomew
Melissa Bartholomew
Licensed Mental Health Counselor, USA
I was concerned I'd have to cut my sessions short so I wouldn't have to stay up until midnight, doing notes. You have a brilliant thing going and it’s a must have for many professionals.
Linda Salomone
Linda Salomone
Ph.D., LPCC, USA
‍
Upheal has been such a help to me. It helps me stay present with my clients. The insight into goals and interventions is better articulated than the therapy notes I would write.
Hunter Adams
Hunter Adams
Licensed Marriage and Family Therapist, USA
This is a godsend. There are many clinicians I know who would love to have their hands on this.
Dipesh J. Patel
Dipesh J. Patel
MSW MBA LCSW, LICSW
‍
Upheal is an absolute game changer. The notes are accurate and  they allow me to focus on the client. The analytics are a bonus that allows for my self-development.
Libby Mayes
Libby Mayes
Registered Counsellor
Australia
Upheal Assistant
· Live demo

Ask anything. Upheal’s AI gets it done.

From changing note formatting to sending a client a consent form, just say what you need, and our AI Assistant can handle the rest. Try it live, right here.

1. Pick a moment
🗓️
Before the sessions
✅
After the session
🏁
Between sessions
2. Select prompt
What are my next client's treatment plan objectives?
Remind me what I need to know for my next session
What interventions worked well for my next client last time we met?
2. Select prompt
Expand the Interventions section to include more detail on client response
Any unsigned notes from yesterday?
Are any of today's clients showing worsening symptoms?
2. Select prompt
What tasks should I focus on today?
List the notes I haven't reviewed yet
Rework my last session note to reflect more of an IFS clinical lens
Thank you! Your submission has been received!
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More when you need it

Already loving our notes?
Upheal can replace your whole EHR.

AI therapy notes, automated scheduling, billing, telehealth, and compliance. Run your entire practice from one AI-native EHR.

AI progress notes

AI drafts your notes in seconds. Upload a sample and we'll generate one that sounds like you.

AI progress note
Insurance billing

Insurance billing

New

Check eligibility, submit claims, and match payments automatically.

Treatment plans

Treatment plans

Generate treatment plans that your insurance will automatically approve.

Scheduling

Scheduling

Clients book, forms go out, reminders follow. No back-and-forth.

AI Assistant

Client portal

Give clients a self-serve space, so you can get back to what you trained for.

Telehealth

Telehealth

One click to join HIPAA-compliant virtual sessions. No downloads or installation needed.

Payments

Client payments

Invoices go out once session ends. Superbills pull codes from your signed note.

Switch from any EHR in minutes

AI-powered migration imports your clients, notes, and data from SimplePractice, TherapyNotes, Sessions Health, or any other EHR. Drop in your export and the AI Assistant guides you through it step by step. Most therapists are running on Upheal before their next session.

Prefer a walkthrough? Our support team is on hand for your first import, and self-serve migration is free for everyone.

Simple Practice migration

We take data security and privacy
really seriously‍

Your data and your clients' data are handled with extreme care.

HIPAA, PHIPA, PIPEDA & GDPR compliant
SOC 2 Type II certified
Encrypted video calls
Secure consent collection and storage
Personal data activity tracking in an audit log
Modern cloud infrastructure
HIPAA CompliantPHIPA CompliantSOC2 CompliantGDPR Compliant

Pricing

AI Notes
EHR plans

Free

Basic AI notes from past sessions, plus telehealth calling without AI.
$0/ month
Try Upheal at no cost
AI notes via text-to-note, dictation, and uploads only
Individual therapy only
AI Assistant chat with monthly usage limit
Get started
MOST POPULAR

AI notes

AI documentation for therapists who just need great notes, fast.
$39/ month
Flat monthly fee, unlimited sessions
Unlimited AI notes via video, audio, dictation, 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 monthly usage limit
AI Assistant Pro
+$39/mo
Add for unlimited AI Assistant & session prep.
Start free trial

Running a group practice?

Get our AI Notes or EHR plan per-seat. Team management and SSO included, Assistant Pro optional.

Join our free webinar

In 20 minutes, we'll walk you through migrating your data, setting up payments, connecting your calendar, and covering data privacy — live, every Monday.

Save my spot

How many clinicians are in your practice?

No credit card required for trial
•
30-day money back guarantee
•
Student & Non-profit Discount

EHR

Pay-as-you-go
Our full EHR workspace. Ideal for a lighter or varying caseload.
‍
$1/ session
Our complete EHR, paid per session.
Unlimited AI progress notes via video, audio, dictation, uploads, telehealth
All note templates with powerful customization
Treatment Plans with Golden Thread
Invoicing, superbills, and online client payments
Low processing fees: 2.9%+$0.30 per online transaction
Insurance billing and eligibility checks
$0.30 per claim submission, $0.15 per eligibility check
Client Portal with scheduling, messaging, and forms
AI Assistant chat with monthly usage limit
AI Assistant Pro
+$39/mo
Add for unlimited AI Assistant & session prep.
Start free trial
FLAT & SIMPLE

EHR Pro

Flat fee
Our complete EHR with unlimited AI admin assistance. Best value for a fuller caseload.
$99/ month
Our AI-native EHR for a flat fee, Assistant Pro included.
Everything in EHR plan
AI Assistant Pro included
You save if you hold 14 sessions/week
AI Assistant Pro
Included
Add for unlimited AI Assistant & session prep.
Start free trial

Running a group practice?

Get our AI Notes or EHR plan per-seat. Team management and SSO included, Assistant Pro optional.

Join our free webinar

In 20 minutes, we'll walk you through migrating your data, setting up payments, connecting your calendar, and covering data privacy — live, every Monday.

Save my spot

How many clinicians are in your practice?

No credit card required for trial
•
30-day money back guarantee
•
Student & Non-profit Discount

EHR

EHR Pro

Notes & documentation
Session notes per month
Unlimited
Unlimited
Note types
Full set
All in the Basic plus GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Upheal notes, Psychiatry, Headway-compliant SOAP and Medical notes.
Full set
All in the Basic plus GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Upheal notes, Psychiatry, Headway-compliant SOAP and Medical notes.
Session transcripts (speaker-labeled)
Complete transcripts with each participant clearly labeled.
Please note that Upheal's telehealth without AI notes won't generate a transcript.
Notes from text or dictation
Dictate or type brief observations from your session to receive a structured note.
Manual uploads
Get notes from your own session recordings.
In-person sessions
Capture audio from in-person sessions in your browser or with our mobile app.
Virtual sessions
Use our in-app tool, Chrome browser extension, or Mac desktop app to capture sessions held on any online calling platform.
Zoom integration
Hold your sessions in Zoom and get notes in Upheal, no extra steps needed.
AI learns your writing style
As you edit your notes, our AI adapts to your terminology and formatting, so future notes require less adjusting.
Chosen modality reflected in notes
Notes are tailored to your chosen therapeutic approach.
Note template customization
Mix and match our 170+ preset note sections to get the perfect template for your practice.
Custom AI prompts in templates
Create your own Smart Sections by giving our AI instructions to capture specific information from sessions.
Post-session summaries for clients
Generate a client-friendly summary to share after the session.
Advanced analytics and a session map
Measurements of talking ratio, cadence, sentiment, and more tracked along the session's timeline.
Treatment Plans with Golden Thread
Get insurance-compliant, AI-generated Treatment Plans, plus our Golden Thread feature to track client progress session-to-session.
Compliance Checker
Use our AI to check your notes for compliance based on leading payer criteria.
Telehealth and capture
HIPAA-compliant telehealth
Upheal’s own secure, HIPAA-compliant video calling platform.
With automated AI notes
 Get seamless notes, insights, and analytics after your sessions.
With automated AI notes
 Get seamless notes, insights, and analytics after your sessions.
Check your notes during calls
Quickly reference past sessions while online with your client.
Couples & family therapy
Notes available for couples therapy are SOAP, DAP, BIRP, SIRP, PIRP, PIE, GIRP, Upheal notes, and custom templates.
Currently, SOAP and custom templates are available for family therapy.
Desktop & mobile apps
Our apps for iPhone, iPad, and Android phones and tablets, and Mac computers make it simple to get notes from your sessions.
Practice management
2-way Google Calendar sync
Connect your Google Calendar to Upheal, and see all your events in both places.
Client self-scheduling
Let clients book appointments with you according to your set availability.
Client notifications
Reminders for upcoming sessions, invoices, and forms to fill out via email and/or SMS.
Practice forms
Create and send forms for intake, informed consent, assessments, and more. Start from scratch, or use our clinician-made form library.
Client portal
Our HIPAA-compliant portal gives your clients a single, secure place to message you, handle paperwork, and manage their schedule.
Secure client messaging
Create and send forms for intake, informed consent, assessments, and more. Start from scratch, or use our clinician-made form library.
Services
Create and send forms for intake, informed consent, assessments, and more. Start from scratch, or use our clinician-made form library.
Practice branding
Apply your brand colors and logo to forms, telehealth sessions, and the Client Portal.
AI chart migration
Apply your brand colors and logo to forms, telehealth sessions, and the Client Portal.
Reports
Minimize intake admin with AI that collects your new client requests, helps check for a good fit, and sets up your first appointments.
Billing & payments
Invoicing & payment tracking
Generate and send invoices, then track when they're paid, overdue, or refunded.
Online payments
Accept and manage online card payments via Stripe, the secure payment processing service we use.
Automated superbills
Generate and send superbills to your clients.
Insurance billing
Check eligibility, submit claims, and match payments automatically, all inside the same platform that writes your notes.
Privacy & support
All recordings deleted by default
For maximum privacy, all session audio is automatically deleted once you get your notes. Of course, you can still choose to save it.
Opt-out from AI model training
You're in full control of your data. While de-identified data helps us improve Upheal, you can opt out any time.
Chat and email support
Get help and answers from our Support team.
Priority support
Priority support
AI Assistant
Free
Assistant Pro
Editing with Assistant
Make quick, powerful edits for formatting, tone, and content to your notes and Treatment Plans
Unlimited
Unlimited
Help using Upheal
Get instant answers about Upheal features
Unlimited
Unlimited
Case questions & insights
Surface details, highlight treatment trends, track progress, and much more
Limited
Unlimited
Session preparation
Get reminded automatically of what you were working on and what’s planned, just in time for the next session
Limited
Unlimited
Billing suport
Draft appeal letters, generate invoices, track balances, and more
Limited
Unlimited
Drafting documents & letters
Generate discharge summaries, referral letters, and clinical reports
Limited
Unlimited
Context from your documents
Upload files, from evaluations to ERAs, for your Assistant to analyze and work from
Limited
Unlimited
Automations with AI agents
Offload whole workflows to our pre-built agents, always ready to get things done for you
Limited
Unlimited
Custom reports
See stats on your caseload, revenue, claims, and more, all in easy-to-interpret charts
Unlimited

Frequently Asked Questions

What is Upheal and how is it different from other EHRs?

Upheal is an AI-native EHR built specifically for therapists. Unlike traditional practice management tools that bolt on AI features, Upheal was designed from the ground up to automate documentation, billing, scheduling, and compliance.

Notes are generated in under 60 seconds, treatment plans write themselves from session data, and an AI Assistant handles everyday practice tasks through natural conversation.

Can I migrate from SimplePractice or another EHR?

Yes. Upheal's AI-powered migration works with any EHR. Export your data from SimplePractice, TherapyNotes, Sessions Health, or whichever platform you're leaving, drop it in, and the AI Assistant recreates your clients, notes, and data step by step. You can also upload PDF forms and templates and the AI will recreate them instantly. Most therapists are up and running before their next session.

How does the AI note-taking work?

After each session, Upheal's AI generates a clinical note formatted to your preferred template in under 60 seconds. The AI learns your writing style over time, improving with every edit.

You can choose from 30+ note templates or build custom ones from 170 clinically approved sections. Or upload your own notes and we'll generate a custom one for you

A built-in compliance checker reviews notes against payer requirements before you sign.

Does Upheal include telehealth?

Yes. Upheal includes built-in HIPAA-compliant telehealth with video sessions. Your full client history and treatment plan are visible right alongside the video. Clients join with one click from the portal, no downloads needed.

How much does Upheal cost?

Upheal has a plan for every caseload. Start free with basic AI notes and telehealth. AI Notes is $39/month for unlimited AI notes. Our full EHR (scheduling, practice forms, client billing, insurance and compliance checking) is $1 per session on Pay-as-you-go, or $99/month flat on EHR Pro with Assistant Pro included. The AI migration tool is included with AI Notes and both EHR plans. Card processing is 2.9% + $0.30.

Is Upheal HIPAA compliant?

Yes. Upheal is fully HIPAA compliant. All data is encrypted in transit and at rest, and our infrastructure meets the security standards required for handling protected health information (PHI). We provide a Business Associate Agreement (BAA) for every account.

Does Upheal support insurance billing?

Yes. Insurance billing - including claims submission, ERA processing, and eligibility checks is built directly into the platform, so you don't need a separate clearinghouse.

What is the AI Assistant?

The AI Assistant is a conversational tool that knows your practice, your clients, and your preferences. It can answer clinical questions, look up client information, help with scheduling, draft messages, and handle routine tasks.