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Upheal

95
5.0
(0 Reviews)
United States89.38%

Upheal is the AI-native EHR for therapists that automates notes, scheduling, billing, and compliance—so you can focus on clients, not paperwork.

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Upheal Product Information

What is Upheal?

Upheal is an AI-native EHR built specifically for therapists who are tired of drowning in paperwork. Unlike traditional systems that just digitize old workflows, Upheal uses smart AI to automatically generate therapy notes, handle scheduling, manage billing, and keep you compliant—so you can actually go home on time. Built by clinicians who understand the daily grind, it’s designed to save hours every week while keeping your practice secure and HIPAA-compliant.

Whether you're a solo practitioner or run a group practice, Upheal works with your current EHR—or replaces it entirely. With features like one-click telehealth, automated client intake, and an AI assistant that acts like a clinical co-pilot, it’s no wonder over 70,000+ mental health providers trust Upheal to streamline their work and help them stay present with clients.

What are the features of Upheal?

  • AI Therapy Notes: Generates personalized, clinically accurate progress notes in under 60 seconds using templates like SOAP, DAP, BIRP, or custom formats.
  • AI Treatment Plans: Automatically creates “Golden Thread” treatment plans that link problems, goals, interventions, and progress across sessions—ideal for insurance compliance.
  • Smart Scheduling: Clients book themselves, fill out digital forms instantly, and get automatic reminders—no back-and-forth emails.
  • HIPAA-Compliant Telehealth: One-click video sessions with no downloads; full client history visible during calls.
  • Client Billing & Payments: Auto-generate invoices, superbills, and accept secure online payments (2.9% + $0.30/transaction).
  • AI Assistant (Beta): A conversational tool that answers clinical questions, checks client risk signs, reschedules appointments, and drafts messages—all through natural language.
  • EHR Migration Tools: Switch from SimplePractice, TherapyNotes, JaneApp, and others in minutes with AI-powered data import.

What are the use cases of Upheal?

  • A solo therapist finishes notes in minutes instead of staying up late, reclaiming evenings for rest or family.
  • A group practice standardizes documentation across clinicians using shared, customizable note templates.
  • A virtual provider scales their practice using automated intake, scheduling, and AI-generated notes without hiring admin staff.
  • A clinician preparing for an audit uses the built-in Compliance Checker to ensure notes meet payer requirements.
  • A busy therapist uses the AI Assistant between sessions to quickly check which clients need follow-up or have unsigned notes.
  • A new practitioner starts their private practice with zero setup cost using the free plan that includes unlimited AI notes and telehealth.

How to use Upheal?

  • Capture your session: Use Upheal’s browser extension or mobile app to record in-person sessions, join virtual calls, or simply type/dictate a summary.
  • Pick your note template: Choose from 30+ clinical templates (SOAP, DAP, etc.) or upload your own to train the AI on your style.
  • Review and sign: Edit the AI-generated note if needed, then e-sign—it’s automatically saved and ready for billing or audits.
  • Let automation handle admin: Enable auto-reminders, digital intake forms, and payment collection so clients self-serve.
  • Use the AI Assistant: Ask questions like “What’s my next client’s homework?” or “Invoice this week’s sessions” to save time.
  • Migrate easily: If switching from another EHR, use Upheal’s import tool to bring over clients, notes, and forms in minutes.

Upheal Contact Email:

[email protected]

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Upheal Related Other Categories

Upheal Traffic Analysis

💡 Insights

Medium Scale
100K-1M monthly visits. Growing tool with active development.
➡️
Stable
Traffic remains stable, indicating a mature product.
💎
High Stickiness
Low bounce rate (14%) and deep engagement (7.7 pages/visit). Excellent user experience.
🎯
Strong Brand
78% direct traffic. High user loyalty.
  • Monthly Visits

    350.10K

  • Bounce Rate

    13.99%

  • Pages Per Visit

    7.66

  • Visit Duration

    00:05:16

  • Global Rank

    114201

  • Country Rank

    25679

Visits Over Time

Traffic Sources

Direct77.55%
Referrals9.30%
SearchOrganic5.26%
Mail4.84%
SearchPaid1.49%
GenAi0.66%
SocialOrganic0.64%
DisplayAds0.26%
SocialPaid0.00%
Affiliate0.00%

Top Keywords

1
upheal
CPC$2.86
11.29KTraffic
2
upheal login
CPC$0.86
3.13KTraffic
3
freed
CPC$0.98
1.07KTraffic
4
upheal emr
830Traffic
5
heidi ai
CPC$0.68
480Traffic

Top Regions

RegionPercentage
United States
United States
89.38%
Puerto Rico
Puerto Rico
3.33%
Canada
Canada
1.98%
United Kingdom
United Kingdom
1.43%
Nigeria
Nigeria
0.74%
Low
High

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Upheal FAQ

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

Upheal is an AI-native EHR built specifically for therapists. Unlike traditional tools that add AI as an afterthought, Upheal was designed from the ground up to automate documentation, billing, scheduling, and compliance. Notes generate in under 60 seconds, treatment plans write themselves, and an AI Assistant handles routine tasks through natural conversation.

Can I migrate from SimplePractice or another EHR?

Yes. Upheal has an AI-powered migration tool that imports your clients, notes, and data from SimplePractice automatically. It also supports imports from TherapyNotes, Carepatron, Sessions Health, JaneApp, and Owl Practice. Most therapists are fully set up before their next session.

How does the AI note-taking work?

After each session, Upheal’s AI generates a clinical note in your preferred template within 60 seconds. It learns your writing style over time and offers 30+ templates or lets you build custom ones from 170+ approved sections. You can also upload past notes to train the AI. A built-in Compliance Checker reviews notes against payer rules before signing.

Does Upheal include telehealth?

Yes. Upheal includes built-in HIPAA-compliant telehealth with one-click video sessions. Clients join directly from the portal—no downloads—and you see their full history and treatment plan during the call.

How much does Upheal cost?

Upheal costs $1 per completed session, capped at $69/month. This includes AI notes, scheduling, forms, telehealth, billing, compliance checks, AI migration, and the AI Assistant. Card processing fees are 2.9% + $0.30 per transaction. There’s also a free plan with unlimited AI notes and telehealth.

Is Upheal HIPAA compliant?

Yes. Upheal is fully HIPAA compliant, with encryption in transit and at rest, SOC 2 Type II certification, and a signed Business Associate Agreement (BAA) for every account.

Does Upheal support insurance billing?

Full insurance billing—including claims submission, ERA processing, and eligibility checks—is coming in summer 2026. Right now, Upheal supports client billing with automated invoices and superbills that pull codes directly from your signed notes.

What is the AI Assistant?

The AI Assistant (currently in beta) is a conversational tool that knows your practice, clients, and preferences. It can answer clinical questions, check for risk signs, help schedule breaks, draft messages, and handle routine admin tasks—all through simple prompts.

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Upheal Pricing

Free

No credit card required
$0 /month
  • Unlimited notes
  • Notes from dictated or text summaries
  • Manually upload session recordings
  • Upheal video calls without AI

Starter

Start free trial
$39 /month billed annually or $49 /month billed monthly
  • Unlimited notes
  • SOAP, DAP, and Intake notes
  • Seamless in-person sessions
  • Capture any EHR or online call

Premium

Start free trial
$79 /month billed annually or $99 /month billed monthly
  • Unlimited notes
  • All note types
  • Treatment plans with SMART goals
  • Custom AI edits to notes
  • Summaries for clients

Unlimited

Start free trial
$119 /month billed annually or $149 /month billed monthly
  • Unlimited notes
  • Upheal video calls with seamless AI notes and analytics
  • Priority support for questions and technical needs

Team

Start free trial
$1.10 / session billed monthly
  • Unlimited notes
  • Team management
  • Supervision
  • SSO login

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