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.
