Upheal Pricing 2026: Plans, AI Notes and EHR Costs

• Upheal has four plans: Free at $0, AI Notes at $39 a month, the full EHR at $1 a session, and EHR Pro at $99 a month. AI Assistant Pro is a $39 monthly add-on on AI Notes and pay-as-you-go, and it comes included in EHR Pro.
• None of the current plans has an annual price. Every new account starts with a 30-day full trial that needs no card. Paid plans carry a 30-day money-back guarantee, and cancelling moves you to the Free plan with your records kept.
• Clinicians are opted in by default to de-identified session data being used for AI training, only for clients who also opt in. Switching that off as the clinician is a paid-plan feature.

Upheal is software for therapists. It started as an AI note taker that listens to a session, or reads your dictation, and drafts the progress note. It now also sells a complete EHR with scheduling, a client portal, invoicing and insurance billing. Pricing changed recently, and new customers now choose between a flat monthly fee and $1 for each session they hold. Your weekly caseload, and whether you want unlimited use of the AI assistant, decide which plan costs less.

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Upheal’s plans and prices in 2026

The pricing page splits into two tabs. The AI Notes tab is for clinicians who keep their current EHR and only want notes, and the EHR tab is for running the whole practice on Upheal.

Prices checked on Upheal’s US pricing page, 12 October 2026. Upheal runs separate pages for Canada, the UK, Australia, New Zealand and the EU, which aren’t shown here.

Upheal opts clinicians in by default to the use of de-identified session data for AI improvements. The clinician opt-out exists only on paid plans.¹ Only sessions with clients who have also opted in are used, and clients who are never asked count as opted out.

Group practices don’t get a published price. Groups buy AI Notes or the EHR through a sales conversation, with team management and single sign-on included.

What each plan includes

Free and AI Notes differ in how notes get into Upheal, and the two EHR plans add billing tools.

Free

Free has no time limit and no card requirement. Notes come only from text you type, dictation or a recording you upload, so live capture, the Zoom app and telehealth notes are off. It covers individual therapy only, and the AI assistant has a monthly usage limit.

AI Notes

AI Notes at $39 adds live capture, the mobile and desktop apps, built-in telehealth that writes the note, and couples and family formats. It includes templates built from more than 170 preset note sections and treatment plans with Golden Thread progress tracking. It also has a Compliance Checker that reviews notes against payer criteria, and a client portal with scheduling, forms and messaging. It has no invoicing, client payments, superbills or insurance claims.

EHR pay-as-you-go and EHR Pro

Both EHR plans add invoicing, superbills, online client payments, insurance billing and eligibility checks. EHR Pro also adds unlimited Assistant Pro and priority support, and those two features are the only difference between paying $1 a session and paying $99 a month.

How the AI therapy notes interface works

Paid users can capture a session in several ways: Upheal’s own telehealth, the browser or the iPhone, iPad and Android apps for in-person sessions, or the Mac desktop app. For calls on another platform, an in-browser mode or the Chrome extension captures the tab, and a native Zoom app syncs sessions automatically. During a call you can pull up past sessions, and afterward you can share a client-friendly summary.

Clinicians who keep another EHR can use Smart Fill. It copies an Upheal note into the note form of SimplePractice, TherapyNotes, Owl Practice, Jane or Healthie in one click, as long as section titles match. Session audio is deleted once the note is ready unless you choose to keep it.

Is EHR Pro cheaper than paying $1 a session?

EHR Pro is cheaper than pay-as-you-go only when using more than 99 sessions a month, unless you also want Assistant Pro. Upheal’s pricing page says you save with EHR Pro at 14 sessions a week. That figure holds only when the pay-as-you-go user adds the $39 Assistant Pro. With the add-on, pay-as-you-go reaches $99 at 60 sessions a month, roughly 14 a week. Without it, pay-as-you-go stays cheaper until 99 sessions a month, about 23 a week.

At three caseloads, the monthly bill looks like this:

• 40 sessions: $40 on pay-as-you-go, $79 with Assistant Pro, $99 on EHR Pro.
• 80 sessions: $80 on pay-as-you-go, $119 with Assistant Pro, $99 on EHR Pro.
• 100 sessions: $100 on pay-as-you-go, $139 with Assistant Pro, $99 on EHR Pro.

AI Notes at a flat $39 beats pay-as-you-go above 39 sessions a month, but it has no billing features. AI Notes with Assistant Pro comes to $78.

Pay-as-you-go has no minimum, so a month with no sessions costs nothing. A session counts each time you generate an AI note or schedule a client, and telehealth calls through Upheal count even without a note. Imported sessions, no-shows removed from the calendar, cancellations and failed note processing aren’t charged.²

See Upheal’s EHR plans

Fees and billing rules outside the plan price

The EHR plans carry two usage fees. Online payments run through Stripe at 2.9% plus $0.30 a transaction, and insurance billing costs $0.30 per claim and $0.15 per eligibility check.² SimplePractice charges $0.39 a claim from 1 October 2026, and TherapyNotes charges 14 cents.

Pay-as-you-go is charged on the first of each month for the month before, while flat-rate plans bill in advance on the date you bought them. An unpaid pay-as-you-go balance gets a ten-day grace period, after which features lock until it’s cleared. Every provider needs their own account. The older Starter and Premium plans, which had yearly prices, are honored for clinicians already on them but are no longer offered.

HIPAA and consent on every plan

All Upheal plans, Free included, are described as HIPAA compliant, and Upheal signs a business associate agreement with each therapist at signup.³⁴ Clients must consent to data processing before their information goes into Upheal, and the client portal’s consent form can also ask about AI training. On Free, clients can still opt out of training themselves.

For comparison, SimplePractice began opting new Note Taker users in to de-identified transcript retention by default on 17 June 2026. Jane says it doesn’t use patient data to train its AI Scribe.

Ways to pay less

Beyond the Free plan, Upheal publishes these discounts:

• Students and associates get 50% off their first 12 months on individual plans, not combinable with other offers.
• Nonprofits can ask support for a team discount.
• A referred clinician gets $100 in account credit after subscribing.
• The 30-day trial runs its full length even if you subscribe partway through, and the 30-day money-back guarantee covers a paid plan if you contact support in time.

A part-time clinician holding 30 sessions a month pays $30 for the full EHR on pay-as-you-go.

How Upheal compares with SimplePractice, Jane, Practice Better and Healthie on AI notes

The EHRs below sell AI notes as an add-on to a base plan. Each total adds the two for one solo clinician, and each price shows the date it was checked:

• SimplePractice Note Taker is $35 a month per clinician after a 30-day trial (28 September 2026), so the $49 Starter plan comes to $84. The Care Aide bundle is $59 for the account owner (22 September 2026).
• Jane AI Scribe is $15 a month with unlimited notes (28 September 2026). On the $54 Balance plan that’s $69, with Balance capped at 20 appointments a month.
• Practice Better charges $10 a month for 20 hours of AI charting, up to $40 for 120 hours (25 September 2026). The $69 Professional plan plus $10 comes to $79.
• Healthie AI Charting is $35 a month for 40 shared hours on Plus and above (25 September 2026), so Plus at $129.99 comes to $164.99.
• TherapyNotes adds TherapyFuel at $40 a month to the $69 Solo plan, for $109 (22 September 2026).

Upheal’s EHR costs $80 at 80 sessions a month with AI notes included. A clinician keeping their EHR pays $39 for AI Notes, close to SimplePractice’s $35 add-on. Jane’s $69 combination costs less than EHR Pro. Balance stops at 20 appointments a month, though, and 20 sessions cost $20 on Upheal’s pay-as-you-go EHR. For full feature comparisons, see our SimplePractice review, our Jane App review and our list of the best mental health EHRs.

Does Upheal sell to clients, or only to clinicians?

Upheal sells to clinicians, group practices and virtual care companies, and it publishes no plan for clients to buy directly. Clients only meet Upheal through their therapist’s client portal and consent forms, and no public statement about a direct-to-client product was found.

Upheal launched in 2022 as a notes app for therapists and coaches, grew into a full EHR, and has recently added insurance billing. Virtual care companies including Alma, Cartwheel and Fort Health buy per-seat plans, and Alma’s Note Assist feature was built through a partnership with Upheal.

What clinicians say in reviews

Upheal holds a 4.6 TrustScore on Trustpilot from 96 reviews as of 12 October 2026.⁵ Recent reviews praise note quality, time saved and quick support. The recurring complaints concern billing transparency, including a renewal charge without notice that was refunded. Reviewers also mention assistant errors and the assistant moving behind a paid add-on.

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