
Upheal
Overview of Upheal
What is Upheal?
Upheal is an innovative AI-powered platform tailored specifically for mental health professionals, including therapists, counselors, psychiatrists, and coaches. Built by clinicians who understand the demands of daily practice, Upheal automates the tedious process of creating progress notes, treatment plans, and other documentation. This allows providers to focus more on their clients rather than administrative burdens. At its core, Upheal uses advanced AI to transcribe and summarize sessions, generating accurate, insurance-ready notes in formats like SOAP, DAP, and GIRP. It's designed to enhance clinical efficiency without compromising the human elements of therapy, making it a trusted tool for improving work-life balance.
In a field where documentation can consume up to 10 hours per week, Upheal promises to cut that time significantly—up to 90% faster based on internal research. Users from the US, Australia, and beyond have praised its ability to capture clinical insights while keeping sessions present and engaging. Whether you're dealing with individual therapy, couples counseling, or group settings, Upheal supports a variety of session types and languages, ensuring broad accessibility.
How Does Upheal Work?
Getting started with Upheal is straightforward, aligning with the real-world workflows of mental health providers. The process begins with session capture, which can happen in multiple ways to suit different practice styles.
Capturing Sessions
- In-Person Sessions: Use Upheal's secure recording feature to capture audio during face-to-face meetings. No need for extra equipment—just start and stop the recording discreetly.
- Virtual Sessions: Integrate seamlessly with telehealth platforms and EHR (Electronic Health Record) systems via a browser extension. Record sessions directly without leaving your preferred video tool.
- Dictation or Text Input: For flexibility, dictate session summaries or type them in if recordings aren't feasible. This is ideal for quick post-session notes.
- Upload Recordings: Manually upload audio files from sessions held on other platforms.
Once captured, the AI processes the content using natural language processing to identify key elements like client goals, interventions, symptoms, and progress. It then generates structured notes based on your selected template.
Generating Notes and Plans
After processing, Upheal delivers comprehensive progress notes enriched with insights, such as thematic analysis or progress tracking. You can customize templates with your own AI prompts for personalized output. For treatment planning, the platform creates SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals and full Golden Thread documentation, which links notes across sessions for continuity and compliance.
The Smart Edit feature allows quick refinements, ensuring the notes reflect your professional voice. Finally, one-click integration copies everything into your EHR, supporting compatibility with major systems like SimplePractice and TherapyNotes.
This workflow not only saves time but also provides analytics for self-development, like session trends or intervention effectiveness, helping you refine your practice over time.
Key Features of Upheal
Upheal stands out with features that address the unique needs of mental health documentation. Here's a breakdown:
AI Progress Notes
- Supports multiple formats: SOAP, DAP, GIRP, BIRP, EMDR, PIRP, SIRP, PIE, and intake notes.
- Handles diverse content: From multiple speakers in family sessions to specialized psychiatric entries.
- Multilingual: English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi for global practices.
Treatment Plans and Analytics
- Auto-generates compliant treatment plans with SMART goals.
- Advanced analytics to track client progress and your professional growth.
- Compliance Checker to ensure notes meet regulatory standards.
Integration and Security
- Browser extension for EHR and telehealth compatibility.
- Scheduling and telehealth tools built-in.
- Robust security: 100% HIPAA, PHIPA, PIPEDA, and GDPR compliant; SOC 2 Type II certified; encrypted calls and data; automatic audio deletion after processing.
Additional Tools
- Customizable note templates.
- Consent management with templates for client approval.
- Referral program for bonuses and discounts.
These features make Upheal versatile for psychotherapy, psychiatry, and coaching, whether in solo practices or enterprises.
Pricing Plans
Upheal offers flexible pricing to fit different needs, with a free tier to get started without commitment.
Plan | Monthly Price (USD) | Annual Price (USD) | Key Inclusions |
---|---|---|---|
Free | $0 | $0 | Unlimited notes from dictation/text; Manual uploads; Telehealth without AI notes. |
Starter | $29 | $19 (Save $120/yr) | All note types; In-person/EHR capture; Smart Edit; Template customization. |
Premium | $99 | $69 (Save $360/yr) | Everything in Starter + Treatment plans; Custom AI prompts; AI telehealth notes; Compliance Checker; Advanced analytics. |
Group/Enterprise | Custom | Custom | Tailored for teams with additional support. |
All paid plans include a 14-day trial of Premium, 30-day money-back guarantee, and no credit card required for the free plan. The investment often pays for itself in just one session by saving hours on notes.
Who is Upheal For?
Upheal is ideal for busy mental health professionals seeking to reclaim time for what matters most—their clients. Licensed counselors, marriage and family therapists, psychiatrists, and even coaches will benefit from its clinician-centric design. It's particularly valuable for those in high-volume practices, solo providers juggling admin tasks, or teams needing standardized documentation.
Testimonials highlight its impact: Alison Morogiello noted improved work and life quality, while Melissa Bartholomew appreciated the accurate clinical capture. For international users like Libby Mayes in Australia, it offers a "game changer" with precise notes and bonus analytics.
If you're concerned about AI replacing human insight, rest assured—Upheal complements your expertise, not supplants it. It's not building AI therapists; it's empowering real ones with tools for better balance.
Why Choose Upheal?
In a crowded market of AI tools, Upheal differentiates through its focus on mental health specifics. Unlike general scribes, it's built by clinicians for clinical accuracy, with features like Golden Thread documentation ensuring audit-ready records. Privacy is paramount: Strict protocols delete session data post-processing, and clients control data usage for improvements.
Compared to competitors like Mentalyc or Blueprint, Upheal excels in multilingual support, broad template variety, and seamless EHR integration. It's praised for staying present in sessions— no more rushing to jot notes or burning midnight oil.
How to Use Upheal: Best Practices
To maximize value:
- Obtain Consent: Use Upheal's template to get client approval before any recording.
- Select Templates: Choose the right format (e.g., BIRP for behavioral insights) and customize as needed.
- Review and Edit: Always verify AI outputs for nuance— the Smart Edit tool makes this quick.
- Integrate Analytics: Use insights for treatment adjustments or professional development.
- Leverage Support: Access free webinars, blog resources, and community forums for tips.
For best results, start with the free plan to test note generation from dictation, then upgrade for full capture features.
Frequently Asked Questions
Is Upheal Safe for Client Data?
Yes, with multi-layered security including encryption, compliance certifications, and automatic data deletion. It adheres to global standards like HIPAA and GDPR.
Does It Integrate with My EHR?
Absolutely— the browser extension works with any platform, allowing one-click note transfer.
Can I Use It for Free?
Yes, the free plan offers unlimited notes via text or dictation, with no time limits.
What If I'm New to AI Tools?
Upheal's intuitive interface and clinician-built design make it accessible. Plus, extensive resources like note examples (SOAP, DAP) ease onboarding.
In summary, Upheal revolutionizes mental health documentation by blending AI efficiency with clinical integrity. It's more than a tool—it's a partner in delivering better care. If you're ready to save time, enhance insights, and focus on healing, try Upheal today for free.
Best Alternative Tools to "Upheal"

Clever Health provides smart virtual care, including telehealth, RX savings, and mental health support with AI. Consult with a provider in minutes.

Experience 24/7 AI-driven therapy for personalized mental health support and life coaching. Affordable and accessible, tailored to your emotional needs. Start your journey to better mental health today.

mdhub's AI clinical assistant automates clinical notes, patient summaries, and treatment plans. Save 2 hours per day with a free trial. AI Intake Coordinator increases new bookings by 30%.

FindYourTriggers is a self-awareness enhancer helping you identify and process triggers for a better life.

Lunit develops AI solutions for early cancer detection and optimized treatment, saving lives through technology. AI radiology & oncology solutions for precision medicine.



Upheal: AI-powered progress notes for mental health providers. Save time and stay present during sessions with secure, AI-generated notes.

Thoughtful is an AI-powered app providing evidence-based tools and AI insights to help you overcome anxiety, manage stress, and improve your mental health. Track your thoughts, boost self-awareness, and get instant support.

Boltic is an enterprise-grade data platform that simplifies data management and automation. Automate workflows, build AI agents, and connect with your favorite tools. Try Boltic for free.


TherapyWithAI provides free and personalized AI online therapy, offering affordable and accessible mental health support 24/7. Experience personalized therapy redefined for the digital age.

Neural Wave uses AI to automate non-billable tasks for healthcare providers, freeing up 60-80 hours per month. Focus on patient care with intelligent automation.

Boost your writing and mood with AI Diary, an AI-powered journal offering writing prompts, mood analysis, and personal growth insights. Start journaling today!

SoulcareAI is a personal mental wellness and mindfulness platform that uses AI-powered 5-minute calls to help you track and improve your mental hygiene.