Upheal

Overview

Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health professionals, including therapists, psychiatrists, counselors, and coaches. Unlike traditional practice-management systems that attach AI as an afterthought, Upheal was designed from the ground up with artificial intelligence embedded into the clinical workflow. The platform automatically transforms raw session content—captured from in-person conversations, virtual video sessions, or dictated summaries—into structured, clinically relevant documentation. This includes progress notes, SOAP notes, treatment plans, and supporting documentation that fulfills the “Golden Thread” required for payer audits and continuity of care.

Core to the system is its AI documentation engine, which generates clinical notes in under 60 seconds and continuously learns the provider’s writing style from edits and corrections. Clinicians can select from more than 30 note templates or compose custom documents from over 170 clinically approved sections, and can upload their own note formats for the AI to replicate. Treatment plans are generated automatically from accumulated session data, helping clinicians maintain goal alignment without manual rewriting. A built-in Compliance Checker reviews documentation against payer and regulatory requirements before signing, reducing claim denials and audit risk. The AI Assistant (in beta) acts as a context-aware clinical co-pilot, enabling natural-language queries about client information, scheduling, message drafting, and routine administrative tasks.

Upheal also functions as a complete practice-management suite for mental health practices of all sizes. It includes intelligent scheduling, digital-first practice forms, a self-serve client portal, HIPAA-compliant secure messaging, and built-in telehealth with video calls. Mobile and desktop applications keep the practice synchronized across devices. For billing, the platform supports client payments with transparent card-processing fees, and insurance billing with claims submission, ERA processing, and eligibility checks directly within the system—no separate clearinghouse required. The platform is HIPAA compliant, SOC 2 Type II certified, encrypts data in transit and at rest, and provides a Business Associate Agreement for every account. An AI-powered migration tool imports clients, notes, and data from systems such as SimplePractice, and can recreate uploaded PDF forms and templates automatically.

Upheal is trusted by more than 70,000 providers across solo practices, group practices, and virtual provider organizations. Its pricing model is usage-based: $1 per completed session, capped at $69 per month, with a free plan available and no credit card required to start. The platform is designed to reduce administrative burden, allow clinicians to remain present with clients, and improve documentation accuracy and compliance. Whether used as a standalone EHR replacement or as an AI documentation layer that works alongside existing EHRs via a browser extension, Upheal enables a more efficient, audit-proof, and client-focused clinical workflow.

Core capabilities

AI Clinical Notes

Automatically generates progress and SOAP notes from in-person, virtual, or dictated sessions in under 60 seconds, learning the clinician’s style over time.

AI Treatment Plans

Auto-generates treatment plans from session data to maintain the “Golden Thread” of clinical reasoning and continuity of care.

Compliance Checker

Reviews notes against payer and regulatory requirements before signature, helping to reduce denials and improve audit readiness.

AI Assistant (Beta)

A context-aware conversational co-pilot that can answer clinical questions, retrieve client information, schedule tasks, draft messages, and handle routine practice work.

Practice Management

Includes intelligent scheduling, digital client intake forms, a self-serve client portal, HIPAA-compliant secure messaging, and mobile/desktop apps.

Telehealth & Session Capture

Built-in HIPAA-compliant video calls and the ability to capture sessions through audio, text, or upload from any platform or EHR.

Billing & Insurance

Supports client card payments, insurance claims submission, ERA processing, and eligibility checks natively, with no separate clearinghouse needed.

AI Migration & Interoperability

AI-powered migration imports clients, notes, and data from SimplePractice or other EHRs, and can recreate uploaded PDF forms and templates; a browser extension also works alongside existing EHRs.

Use cases

Solo therapists who want to finish progress notes in minutes while staying fully present during sessions.

Group practices looking for an AI-powered EHR to standardize documentation and treatment planning across clinicians.

Virtual providers who need to capture telehealth sessions on any platform and automatically generate secure HIPAA-compliant notes.

Insurance-based practices that need built-in claims submission, ERA processing, and compliance checks before billing.

Clinicians migrating from SimplePractice or other EHRs who want a streamlined AI-native replacement with automated data import.

Mental health professionals managing intake forms, scheduling, secure messaging, and client payments in one platform.