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Upheal is an AI-powered platform designed for mental health professionals. It automates the creation of clinical progress notes, saving therapists up to 90% of their documentation time. The platform is HIPAA compliant, supports various note formats, generates treatment plans, and integrates with any EHR to help clinicians stay present and focused on their clients.

5.0
Added
2025-09-27
Price type:
Freemium
Monthly traffic:
335K
Social media:
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Upheal Overview

Upheal is a revolutionary AI-powered platform built by clinicians, for clinicians, to address one of the most time-consuming aspects of mental health practice: documentation. It serves as an intelligent assistant for therapists, psychiatrists, counselors, and coaches, automating the generation of secure, compliant, and high-quality clinical progress notes. By significantly reducing administrative burdens, Upheal empowers professionals to save up to 10 hours per week, allowing them to dedicate more time and energy to client care and their own well-being.

The platform's AI is specifically trained on therapeutic and psychiatric language, distinguishing it from general AI tools. This specialization ensures that the generated notes accurately capture the nuances of clinical sessions. Upheal is designed with flexibility in mind, accommodating various therapeutic settings and workflows.

How to use Upheal

Upheal offers a seamless and intuitive process for generating notes, adaptable to different session formats:

  1. Capture Session Data: Users can capture session information in multiple ways. For virtual sessions, Upheal's browser extension works with any telehealth platform or EHR. For in-person sessions, audio can be captured directly through a browser or the iOS app. Alternatively, users can dictate or type summaries of past sessions or manually upload existing audio recordings.
  2. Select Note Type: After capturing the session, choose from a wide range of industry-standard progress note templates, including SOAP, DAP, GIRP, BIRP, EMDR, Intake notes, and more. Users can also create their own custom templates to align with their specific clinical approach.
  3. Generate AI Notes & Treatment Plans: Upheal's AI processes the session data and instantly generates a comprehensive clinical note. Beyond notes, the platform can also create AI-powered treatment plans with SMART goals based on one or more past sessions, establishing a 'Golden Thread' of documentation.
  4. Review, Edit, and Transfer: Review the AI-generated draft. Use the 'Smart Edit' feature to quickly make adjustments like shortening sections, changing formats, or anonymizing information. Once finalized, use the 'Smart Fill' browser extension to transfer the note into your EHR with a single click, preserving all formatting.

Core Features of Upheal

  • AI Progress Notes: Automatically generates comprehensive clinical notes in various formats (SOAP, DAP, etc.), saving up to 90% of documentation time.
  • AI Treatment Plans & Golden Thread: Creates insurance-compliant treatment plans with SMART goals and seamlessly links them to progress notes, ensuring documentation continuity.
  • Compliance Checker: Analyzes notes against payer standards (e.g., Aetna, Optum) to ensure they are audit-ready, identifying potential gaps in documentation.
  • Smart Fill & EHR Integration: A one-click browser extension that automatically populates fields in any EHR (like SimplePractice, TherapyNotes), eliminating manual copy-pasting.
  • Custom Templates & Smart Sections: Allows users to create custom note templates and use unique AI prompts to train the AI to write in their specific clinical voice and style.
  • Multi-Language Support: Captures and processes sessions held in English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi.
  • Advanced Analytics: Provides insights into sessions, such as talking ratio, sentiment, and cadence, presented on an interactive session map.
  • HIPAA & SOC 2 Compliant: Adheres to the highest standards of security and privacy, including HIPAA, PHIPA, PIPEDA, GDPR, and SOC 2 Type II certification. All recordings are deleted by default.

Use Cases for Upheal

Upheal is ideal for solo practitioners, group practices, and large enterprises in the mental health field. Key use cases include:

  • Reducing Administrative Burnout: Drastically cuts down on the hours spent writing notes after sessions, improving work-life balance.
  • Enhancing Client Presence: Frees clinicians from the need to take extensive notes during sessions, allowing for deeper engagement and active listening.
  • Improving Documentation Quality: Ensures notes are consistent, comprehensive, and meet professional and insurance standards.
  • Streamlining Supervision and Training: Provides clear, detailed notes that are valuable for supervisors reviewing a supervisee's work.
  • Onboarding New Clients: Quickly generates detailed intake notes and initial treatment plans from assessment sessions.

Advantages of Upheal

Upheal stands out by being a purpose-built solution for mental health. Its AI is fine-tuned for clinical conversations, providing more accurate and relevant output than generic AI. The platform's commitment to security and compliance gives practitioners peace of mind. The seamless integration with existing EHRs and telehealth platforms means there's no need to overhaul established workflows. Ultimately, Upheal grants clinicians the invaluable resources of time and mental energy, directly improving the quality of their work and personal lives.

Pricing and Plans

Upheal offers a flexible pricing structure for solo practitioners, groups, and enterprises.

  • Free Plan: $0/month. Includes unlimited notes generated from dictated or text summaries and manual recording uploads. No credit card required.
  • Starter Plan: $29/month (or $19/month billed annually). Includes everything in Free, plus all note types, capture of in-person and EHR calls, Smart Edit, and note template customization.
  • Premium Plan: $99/month (or $69/month billed annually). Includes everything in Starter, plus AI notes from Upheal video calls, custom AI prompts, advanced analytics, treatment plans with Golden Thread, and the AI compliance checker.
  • Team & Enterprise Plans: Custom pricing. Includes all Premium features plus team management, supervision tools, SSO login, API access, and dedicated support.

All paid plans start with a free trial, and Upheal offers a 30-day money-back guarantee.

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Traffic

Latest traffic

Monthly visits335K
Avg visit duration6:01
Pages per visit8.22
Bounce rate15.9%

Status

Falling-7.3%vs previous month
Updated at 2026-06-15

Monthly traffic trend

  • 2025-9: 323.6K
  • 2026-1: 344.3K
  • 2026-2: 325.3K
  • 2026-3: 377.5K
  • 2026-4: 361.4K
  • 2026-5: 335.0K

Geography

Top 5 countries / regions

  • 🇺🇸United States
    89.0%
  • 🇬🇧United Kingdom
    5.9%
  • 🇵🇷Puerto Rico
    2.8%
  • 🇨🇦Canada
    1.8%
  • 🇩🇪Germany
    0.5%

Traffic sources

Source typePercentage
Direct
87.6%
Referral
8.9%
Email
3.5%
Total
100%
Direct87.6%
Referral8.9%
Email3.5%

Top keywords

KeywordCost per click
freed$1.10
heidi ai$0.64
upheal$4.04
upheal emr$0.00
upheal login$0.86

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