AI progress notes.
Done before your next session starts.

Upheal AI notes are HIPAA compliant. All session data is processed under strict privacy protocols, audio recordings are deleted automatically after transcription, and Upheal has passed independent SOC 2 certification.

Not every AI notes tool meets this standard, so if you're evaluating other options, always check whether the provider has a signed Business Associate Agreement and an independently verified compliance framework.

You can review Upheal's full compliance details on the privacy and compliance page.

AI clinical notes give therapists back an average of 6 or more hours a week by automating documentation that would otherwise happen during sessions or in personal time.

That time directly reduces admin-related burnout, creates space to take on more clients, and lets you stay fully present in the room instead of thinking about what to write down.

Upheal's AI also learns from every edit you make, so notes get more accurate and more aligned with your clinical voice over time.

You can generate unlimited AI clinical notes for free.
For live session capture, all note templates and treatment plans, AI Notes is $39/month. Need scheduling, billing and client records too? Our full EHR starts at $1 per session.

Upheal's AI-generated notes are highly accurate and improve the more you use them. The AI adapts to your writing style with every edit, so notes become increasingly aligned with how you document over time. You review and approve every note before it's saved, so nothing goes into your records without your sign-off.

Upheal also includes a Compliance Checker that flags missing elements and aligns notes with payer standards, giving you an additional layer of accuracy before submission.

Yes, you can capture online sessions without even leaving your EHR. Our extension works with any telehealth or video-calling platform. You can also capture audio during in-person sessions or choose to upload audio recordings manually. Either way, it’s easy to copy-paste the note content to your EHR.

Upheal creates AI-generated notes in ten formats: SOAP, DAP, GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Intake, and Mental Status Exam (MSE). You can use any of these as-is, or build your own template from 170 clinically approved sections to match your preferred style and payer requirements.

Notes are generated automatically after every session and can be edited manually or using plain-language AI prompts before saving to your records. Ask Upheal Assistant to turn rough bullets into a progress note, make a shorter note that still holds up to an audit, or rewrite a note for a different reader.

No, we are not. Our goal is to support the therapist in the work that they do and provide better life balance with AI-powered automation. We do a limited amount of data training for specific scenarios like medication and name recognition, prompt evaluation, or to test the accuracy of our notes. Clients have the option to participate or decline in the sharing of their data for improvements to the Upheal app.

We respect the ethics of the therapy process, including following strict privacy protocols. Though we need to process private session content to be able to create customized and insurance-ready notes, we delete all audio recordings by default and have several organizational, infrastructural, and technical layers of protection. We follow the best security and privacy principles set by the SOC2 framework and have passed certification by an independent auditor.

They refer to the same thing. AI therapy notes is the term most commonly used by therapists in private practice, while AI clinical notes is the broader clinical term used across healthcare settings. Upheal creates notes for both; SOAP notes, DAP notes, progress notes, treatment plans, and session summaries, created automatically from your sessions, whether you're in private practice or a clinical setting.