Description
Upheal is an AI-native electronic health record (EHR) built specifically for therapists, psychiatrists, and coaches. Rather than bolting AI onto a traditional practice management tool, Upheal was designed from the ground up to automate documentation, treatment planning, billing, scheduling, and compliance so clinicians can spend more time on client care.
After each session, Upheal's AI generates a clinical note formatted to a preferred template in under 60 seconds, learning the clinician's writing style over time. Users can choose from 30+ note templates or build custom ones, and a built-in compliance checker reviews notes against payer requirements before signing. Treatment plans are generated from session data, and an AI Assistant (in beta) can answer clinical questions, look up client information, help with scheduling, and draft messages.
Beyond notes, Upheal offers HIPAA-compliant telehealth, a client portal, automated scheduling and reminders, insurance billing with claims submission and eligibility checks, superbills, and client payments. An AI-powered migration tool imports clients, notes, and data from other EHRs such as SimplePractice.
Upheal is fully HIPAA compliant, with data encrypted in transit and at rest and a Business Associate Agreement provided for every account. A free plan is available with no credit card required, and paid usage is priced at $1 per session, capped at $69 per month.
Upheal's Core Features
AI progress notes generated in under 60 seconds
30+ note templates plus custom template building
Automated treatment plans from session data
Compliance checker that reviews notes against payer requirements
HIPAA-compliant telehealth with one-click join
Insurance billing with claims, eligibility checks, and ERAs
Scheduling, reminders, client portal, and payments
AI-powered migration from other EHRs such as SimplePractice
How to use Upheal?
Start free: Create an account with no credit card required.
Migrate your data: Use the AI migration tool to import clients and notes from your existing EHR.
Hold a session: Conduct a session in person or via built-in telehealth.
Generate a note: Let the AI draft a clinical note to your preferred template, then review and edit.
Run your practice: Handle scheduling, billing, treatment plans, and compliance in one platform.
Upheal's Use Cases
- AI progress notes
- Solo private practice
- Treatment planning
- Insurance billing
- EHR migration









