If writing notes regularly takes up time after your sessions, Upheal offers a way to get a draft started. With the client’s consent, it captures the session and turns it into a progress note for you to review.
You can use Upheal alongside your current EHR or make it your main practice system. The full EHR includes scheduling, practice forms, client billing and insurance claims. Upheal says more than 70,000 providers use the platform. Claims billing is its newest feature, added in 2026.
The choice depends partly on how much you want to change. Using Upheal for notes lets you keep your existing setup. Moving your practice to its EHR means evaluating the newer billing features as well.
These pros and cons apply to Upheal’s paid plans. The Free plan creates notes only from typed summaries, dictation and uploads. It supports individual therapy only and does not include a client portal or billing.
Upheal at a Glance
Cost: Free plan; AI Notes $39 a month; full EHR at $1 per session or $99 a month. 30-day trial with no card and a 30-day money-back guarantee (prices as of October 18, 2026)
Best for: Solo therapists and small group practices that want AI notes and a full EHR in one place, especially cash-pay practices, and clinicians who keep SimplePractice, TherapyNotes or Jane and add Upheal for $39 a month notes
Insurance billing: On the EHR plans for US practices only: built-in clearinghouse, $0.30 per claim and $0.15 per eligibility check; you must already be paneled
Pros & Cons of Upheal
Pros
- Ten note formats, including SOAP, DAP, BIRP, intake and mental status exam. You can also create templates from 170 sections or upload a PDF.
- Treatment plans with SMART goals that stay linked to every progress note on all paid plans.
- Works alongside SimplePractice, TherapyNotes, Owl Practice, Jane or Healthie with one-click copying, or as a full EHR.
- Published prices for every solo plan and a Free plan with no time limit.
- Clients enter the portal through an emailed link without creating an account. They can book, message, sign forms and join telehealth.
- Insurance billing with no separate clearinghouse or monthly billing fee.
- Recordings deleted by default.
Cons
- Upheal’s help center warns that the AI may invent content for sections the session did not cover.
- Clinicians are opted in to AI training on de-identified data by default. Free-plan clinicians cannot opt out.
- Insurance billing is new, limited to US practices and does not include credentialing.
- No HITRUST certification or e-prescribing.
- No therapist directory or website builder.
- Support begins with an AI assistant. There is no phone line or published response time.
- Group practice prices are not published.
Preview Upheal
Upheal creates AI progress notes for therapists and also offers a full EHR with scheduling, a client portal, telehealth and insurance billing. With the client’s consent it captures the session and turns it into a draft note for you to review, in one of ten formats or your own template. You can use it alongside your current EHR or make it your main practice system. Upheal says more than 70,000 providers use the platform; claims billing is its newest feature, added in 2026.
Detailed Review of Upheal
Upheal earned 4 out of 5 stars using the 12 categories in our scoring criteria for EHRs, EMRs and PMS for therapists. We use the same rubric for TherapyNotes and SimplePractice.
We did not run a practice on Upheal. Our user experience and support scores draw on the signup process we reviewed, Upheal’s help center and support options, and dated user reviews.
Review our scoring criteria here.
Review our complete editorial policies here.
How each criterion was scored
| EHR category | Score | Evidence in brief |
|---|---|---|
| Client Records & Data Management | 4 | Free migration from SimplePractice, TherapyNotes and other EHRs; owner, clinician, biller and practice manager roles; exports require a request to Support |
| Scheduling & Calendar Management | 4 | Self-scheduling within your rules, buffer times, email and SMS reminders, and Google, Alma and Headway calendar sync; waitlist and time zone tools not confirmed |
| Intake & Assessment | 4.5 | Intake packets with form reminders, a clinician-built form library, PDF import, e-signatures, insurance card uploads, and scored PHQ-9 and GAD-7 assessments; no conditional logic found |
| Telehealth & Client Engagement Tools | 4.5 | Built-in telehealth with one-click joining and client history beside the video; portal messaging, native client apps and client session summaries |
| Clinical Documentation & Treatment Planning | 4.5 | Ten formats plus custom templates, 70+ modalities, linked treatment plans, Compliance Checker, and PHQ-9 and GAD-7 charts; drafts can invent content and need review |
| Billing & Payments (RCM) | 4 | Built-in clearinghouse, eligibility checks, ERA matching, secondary claims, AI-drafted appeals, superbills and card payments; claims billing is new in 2026 and US-only |
| Reporting & Administrative Tools | 4 | Dashboards for payments, sessions, attendance and provider hours; roles and co-signing; custom reports require Assistant Pro; supervision tools beyond co-signing are not built |
| Pricing, Value, & Transparency | 4.5 | Published solo prices, fees and refund terms; a Free plan and no-card trial; group prices and the assistant usage cap are not published |
| User Experience & Accessibility | 4 | Email-only signup reviewed, several capture methods, native clinician and client apps; Trustpilot’s summary describes an intuitive platform; headphone capture requires Chrome |
| Integrations & Interoperability | 3 | Zoom app, Chrome extension, Google Calendar sync, one-click copying into five EHRs, single sign-on and API access on request; no e-prescribing |
| Support, Onboarding, & Training | 4 | AI chat followed by staff, email, weekly webinars, a help center and help with the first import; no phone line or response-time promise |
| Security, Compliance, & Trust | 4 | SOC 2 Type II, BAA at signup, AES-256 encryption, 2-step verification, public status page and no breach found; AI training on by default, no HITRUST and a 2024 accuracy incident |
The average across the 12 categories is 4.1, displayed as 4 out of 5. That matches TherapyNotes and falls below SimplePractice’s 4.5 rating. Integrations received Upheal’s lowest score, a 3, because it lacks e-prescribing and provides API access only on request.
How Upheal AI notes work
Upheal can create a note from a captured session or a summary you provide.
For in-person sessions, you can record through a browser or the Upheal Recorder app on iPhone, iPad, Android and Mac. For virtual sessions, capture options include a browser tab, Upheal’s Zoom app, its Chrome extension or its own telehealth platform. Capturing audio while using headphones requires Chrome or another Chromium browser on a computer.
You can also dictate or type a summary, or upload a recording.
Upheal produces notes in English, Spanish, Portuguese, German, French or Italian from sessions held in any of 35 languages. It draws a note’s diagnosis only from that session’s transcript, without using earlier sessions or the client’s profile.
Treatment plans are generated from session data and stay linked to every note. Upheal calls this Golden Thread. On the EHR plans, a Compliance Checker reviews notes against Aetna and Optum documentation standards.
In Upheal’s own in-product survey, 90% of 996 active users said they put the time saved back into clinical work.
How accurate are Upheal notes?
Upheal says clinicians need to review every draft before signing it. Its help center warns that the AI may exaggerate or invent content to fill a section when a diagnosis, symptom or goal was not meaningfully discussed. Blank mental status items receive default phrases describing normal findings.
In March 2025, ClearHealthCosts reported that therapists had found false content in Alma’s Note Assist, which was built with Upheal. Examples included abuse history or suicidal issues that had never been discussed.
Alma and Upheal said the problem occurred in early December 2024 and affected about 1% of Note Assist notes. They said it was fixed in under two business days and had not happened again.
The report also quoted a clinician who reviews AI note tools. She said Upheal was the tool she would be least likely to recommend because of wordy notes, omissions and errors. A Trustpilot reviewer in October 2026 described the transcripts as mostly accurate.
Using Upheal as your EHR
Upheal’s two EHR plans add scheduling, intake forms, client billing, insurance claims and reporting dashboards. The full EHR is built for group practices with 2 to 25 providers.
You can assign owner, clinician, biller and practice manager roles. Billers cannot see session notes. Co-signing is available, but other supervision tools have not been built yet.
Scheduling connects with Google Calendar and with Alma and Headway calendars. Clients can book within your availability rules, complete intake packets, send messages and join telehealth without downloading anything. Email reminders are available, along with text reminders in the US, UK, Australia and Canada.
You can create practice forms from scratch, import a PDF or use a template written by Upheal’s in-house clinicians. Clients sign the forms electronically in the portal.
The PHQ-9 and GAD-7 are built in, with scores charted over time in the client’s record. The system sends an alert when a client scores above zero on PHQ-9 question 9.5
Self-serve migration from SimplePractice, TherapyNotes, Sessions Health and other EHRs is free. Exporting records requires a request to Support, according to Upheal’s help center. Upheal does not offer e-prescribing.
The signup process
We reviewed the signup process in a browser on October 18, 2026, stopping before creating an account.
Every “Try for free” button led to a page asking for an email address or Google sign-in. There were no fields for a license, practice size or payment card. A consent line accepted Upheal’s terms, privacy policy and BAA on behalf of the practice.
We did not review the steps after the email field.
Privacy, HIPAA and AI training
Upheal’s privacy page lists compliance with HIPAA, Canada’s PHIPA and PIPEDA, and GDPR. It also lists SOC 2 Type II certification, external penetration testing and record-level encryption of personal and health data.
Its help center says data at rest is protected with AES-256 encryption and a separate key for each customer. You can turn on 2-step verification to receive a login code on your phone.
Staff access client data only to investigate a technical issue reported by a clinician, and that access is logged. Recordings are deleted automatically unless you save them. You must obtain client consent before using Upheal.
AI training has its own consent settings. Upheal uses a session for training only when both the clinician and client are opted in. Clinicians are opted in by default to the use of de-identified session data for AI improvements. Clients must also opt in, and anyone who never sees the request is treated as opted out.
Clinicians on paid plans can opt out. Free-plan clinicians cannot, although their clients can. Upheal’s marketing says it never trains on sessions without explicit permission from both the clinician and client.
Upheal does not have HITRUST certification, as noted on its own SimplePractice comparison page. Its trust center did not load in our browser. Searches on October 18, 2026, found no reported data breach, regulator action or lawsuit naming Upheal.
How much does Upheal cost?
As of October 18, 2026, Upheal offers a Free plan, AI Notes for $39 a month, and full EHR plans at $1 per session or $99 a month.
- Free: Notes from typed summaries, dictation and uploads for individual therapy only.
- AI Notes ($39 a month): Unlimited notes using any capture method, couples and family formats, telehealth and treatment plans. Billing is not included.
- EHR Pay-as-you-go ($1 per session): The full EHR, including invoicing, superbills, card payments and insurance billing. Charges are billed the following month, with no minimum.
- EHR Pro ($99 a month): The same EHR features for a flat monthly fee, with Assistant Pro included.
Assistant Pro lifts the assistant’s monthly usage limit. It costs an additional $39 a month on the other paid plans.
Stripe card payments cost 2.9% plus $0.30. Students and associates receive 50% off for 12 months. Our Upheal pricing guide explains the plans, what counts as a session and when the flat monthly price becomes the better deal.
The 30-day trial does not require a card. If you contact Support within 30 days of subscribing to a paid plan, it will refund your payment or cancel pending charges. Canceling moves your account to the Free plan and keeps your records intact.
Insurance billing
Upheal’s EHR plans include a built-in clearinghouse with no monthly billing fee. Claims cost $0.30 each, and eligibility checks cost $0.15 each.
Billing supports commercial plans, Medicaid and Medicare under your own NPI. It also handles secondary and tertiary claims, matches ERA payments to claims and drafts appeals for denials.
You must already be paneled with your payers. Credentialing is available only through the Managed Billing service, which has a waitlist.
Upheal’s own comparison page describes SimplePractice as the better-tested option today for practices that rely heavily on insurance billing.
Who Upheal is for
Upheal suits solo therapists and small group practices that want AI notes and a full EHR in one place. It is an especially good fit for cash-pay practices, which do not depend on the newer claims billing system.
It also suits clinicians who want AI notes for $39 a month while continuing to use SimplePractice, TherapyNotes or Jane.
Practices that need an established insurance billing system, HITRUST certification or e-prescribing should look elsewhere. SimplePractice offers all three.
Upheal alternatives
SimplePractice, Jane and TherapyNotes all offer their own AI note add-ons. The ratings and prices below come from our reviews as of October 2026.
SimplePractice
SimplePractice earned 4.5 out of 5 in our SimplePractice review. Plans cost $49 to $99+ a month.
AI Note Taker adds $35 a month per clinician. ePrescribe costs another $49 a month plus an $89 setup fee.
SimplePractice has mobile apps for clinicians and clients, with a website builder and directory listing on every plan. Add-ons and billing fees can make it more expensive than some competitors. It is best suited to insurance-heavy practices and prescribers.
Jane
Jane earned 4.5 out of 5 in our Jane review. Plans cost $54 to $99+ a month.
AI Scribe adds $15 a month per practitioner. Insurance billing costs another $20 a month per provider on Practice and Thrive.
Jane offers telehealth with group sessions and highly rated support. Its treatment plans are very limited, secure messaging is still in beta, and there is no free trial. Our Jane review lists one month free with code CHOOSINGTHERAPY. Jane is best suited to multidisciplinary clinics.
TherapyNotes
TherapyNotes earned 4 out of 5 in our TherapyNotes review. A solo therapist pays $69 a month. Group practices pay $79 for the first clinician and $50 for each additional provider.
The TherapyFuel AI scribe costs another $40 a month per provider.
TherapyNotes offers a 30-day free trial and a directory listing. It has fewer automation features and less customization than some EHRs. It is best suited to therapists who want a directory listing included with their EHR.
Upheal User Reviews
As of October 18, 2026, Upheal had a 4.5 TrustScore on Trustpilot from 99 reviews. Five-star reviews accounted for 85% of ratings, while 3% were one-star. Upheal had replied to every negative review, usually within 24 hours.
G2 listed five reviews and Capterra listed one, too few to base a rating on. Neither Upheal app had an App Store or Google Play rating yet.
Reviews from August through October 2026 praised note quality, time savings, bilingual notes, Zoom capture and quick support.
Complaints included an August renewal charge taken without notice, which was refunded. In September, a reviewer reported assistant errors and objected to the assistant becoming a paid add-on. In October, another reviewer said note wording needed manual corrections.
In clinician forums during 2026, users who had tried several AI scribes ranked Upheal first for connecting notes to treatment-plan goals. Others were waiting for insurance billing before moving their whole practice or felt uneasy about using an EHR built around AI.
Reviews from Trustpilot | 4.5 out of 5 stars | 99 reviews
As of October 18, 2026, Upheal had a 4.5 TrustScore from 99 reviews, with 85% five-star and 3% one-star, and it had replied to every negative review, usually within 24 hours. Reviews from August through October 2026 praised note quality, time savings, bilingual notes, Zoom capture and quick support. Complaints included an August renewal charge taken without notice (refunded), assistant errors and the assistant becoming a paid add-on in September, and note wording that needed manual corrections in October.
G2, Capterra and the app stores | Too few ratings to score
G2 listed five reviews and Capterra one, too few to base a rating on. Neither Upheal app had an App Store or Google Play rating yet.
Clinician forums | 2026
Users who had tried several AI scribes ranked Upheal first for connecting notes to treatment-plan goals. Others were waiting for insurance billing before moving their whole practice, or felt uneasy about an EHR built around AI.
History of Upheal
Year Founded: 2021 (launched in Prague, October 2022)
Founders: Juraj Chrappa, now CEO, and Martin Horvath
Headquarters: Miami address listed in the website footer
Funding: $3.25 million seed (February 2024, led by Credo Ventures); $10 million Series A (November 2024, led by Headline); about $14.4 million disclosed
Juraj Chrappa, now CEO, and Martin Horvath founded Upheal, Inc. in 2021, and the company launched in Prague in October 2022. In February 2024 Upheal raised $3.25 million in a seed round led by Credo Ventures, and Alma launched Note Assist with Upheal in June 2024. A $10 million Series A led by Headline followed in November 2024, when Upheal reported more than 36,000 mental health professionals on the platform; its disclosed funding totals about $14.4 million. Upheal became a full EHR in 2026, announcing the change in June, added insurance billing, and brought its assistant out of beta on October 1. Its status page reported 100% uptime for the web app and API during the 90 days ending October 18, 2026.
Why You Can Trust My Review
“I used Upheal when I was actively seeing clients and had a very positive experience. I found it affordable and the notes accurate. Those qualities made it a tool I felt comfortable recommending to colleagues seeking support with clinical documentation.
My experience reflects Upheal’s documentation features at the time, not an assessment of its newer EHR and insurance billing capabilities.”
Frequently Asked Questions
What is Upheal?
Upheal is AI documentation and practice software for therapists, counselors and group practices. It drafts progress notes and treatment plans from sessions. Its EHR plans also include scheduling, practice forms, client payments and insurance billing.
What are Upheal AI notes?
Upheal AI notes are progress notes created from a recorded, dictated or uploaded session. Formats include SOAP, DAP and custom templates. The clinician reviews, edits and signs each note. All paid plans include unlimited AI notes.
Can Upheal write therapy notes and AI progress notes?
Yes. Upheal creates therapy notes, including AI progress notes, for individual, couples and family sessions. It also creates intake notes and mental status exams. Notes can be copied into SimplePractice, TherapyNotes, Owl Practice, Jane or Healthie in one click.
Is Upheal an EHR?
Yes. Upheal offers both an EHR and a standalone AI note tool. Its $1-per-session and $99-a-month EHR plans include scheduling, intake forms, a client portal, telehealth, invoicing, superbills and insurance billing. The AI Notes plan works alongside another EHR.
Is Upheal a therapy service?
No. Upheal does not provide therapy to the public. Therapists use the software, and clients access it through their therapist’s portal, consent forms and telehealth links.
What company owns Upheal?
Upheal is owned by Upheal, Inc., which Juraj Chrappa and Martin Horvath founded in 2021. Investors include Headline, Credo Ventures and Kaya Ventures.
What do Upheal reviews say?
Upheal had a 4.5 out of 5 TrustScore from 99 Trustpilot reviews as of October 18, 2026. Reviewers praised note quality, time savings and quick support. Complaints included an unannounced renewal charge, assistant errors and note wording that needed correction.
Is Upheal HIPAA compliant?
Upheal states that it complies with HIPAA. It holds SOC 2 Type II certification and requires every practice to accept a BAA at signup. It does not have HITRUST certification.
Does Upheal use therapy sessions to train its AI?
Upheal uses de-identified therapy session data for AI training only when both the clinician and client are opted in. Clinicians are opted in by default and can opt out on paid plans. Free-plan clinicians cannot opt out, but their clients can.
Does Upheal bill insurance?
Yes. Both EHR plans support insurance billing for US practices at $0.30 per claim and $0.15 per eligibility check. You must already be paneled with your payers.
Is Upheal free?
Upheal has a Free plan with no time limit. It creates notes from typed summaries, dictation and uploads. New accounts also receive a 30-day trial of every feature without providing a card.
ChoosingTherapy.com strives to provide our readers with mental health content that is accurate and actionable. We have high standards for what can be cited within our articles. Acceptable sources include government agencies, universities and colleges, scholarly journals, industry and professional associations, and other high-integrity sources of mental health journalism. Learn more by reviewing our full editorial policy.
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Upheal. (2026). Understanding how your notes are generated. Retrieved from: https://www.upheal.io/support/en/articles/15646591-understanding-how-your-notes-are-generated
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Pinder, J., ClearHealthCosts. (March 2025). Therapy notes by AI create false narratives, therapists say. Retrieved from: https://clearhealthcosts.com/blog/2025/03/therapy-notes-by-ai-create-false-narratives-therapists-say/
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Upheal. (2026). Creating practice forms. Retrieved from: https://www.upheal.io/support/en/articles/13035718-creating-practice-forms
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Upheal. (2026). Setting up 2-step verification. Retrieved from: https://www.upheal.io/support/en/articles/11497149-setting-up-2-step-verification
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Upheal. (2026). Opting out of de-identified data use for AI improvements. Retrieved from: https://www.upheal.io/support/en/articles/8676583-opting-out-of-de-identified-data-use-for-ai-improvements
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Upheal. (2026). Pricing. Retrieved from: https://www.upheal.io/pricing
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