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AI for Therapists

Upheal — AI for Therapists & Mental Health

Finish your therapy notes in minutes, not hours. Upheal is an AI-native EHR that automates documentation, scheduling, billing, and compliance.

Trusted by over 70,000 providers to reclaim their time and focus on clients, not paperwork.

What is Upheal?

Upheal: Finish your therapy notes in minutes, not hours. Upheal is an AI-native EHR that automates documentation, scheduling, billing, and compliance. It has a free plan; paid plans start at $39/month. Zekai's independent review scores it 9.1 out of 10. Best for therapists automating clinical notes and practice management.

Facts checked 28 Oct 2026. Price went down on 23 Oct 2026.

Best forAI for Therapists
DifferentiatorGenerates progress notes and treatment plans in seconds, maintaining the 'Golden Thread'.
Try Upheal
Free Plan Pro from$39/month
Free plan verified · free AI tools for Therapists
9.1 Zekai
AI-native EHR for therapists.
AI for Therapists & Mental Health
Ease of Use
9.0
Accuracy
9.2
Value
8.8
Time Saving
9.4
AI Progress NotesTreatment PlansHIPAA TelehealthPractice SchedulingClient Billing
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026
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Zekai Verdict

What is it?
Upheal is an AI-native EHR designed for therapists to automate clinical documentation and practice management.
Best for
Best for therapists seeking an all-in-one, AI-powered EHR to significantly reduce time spent on progress notes…
Not ideal for
Usage-based pricing ($1/session) can be less predictable than a flat monthly fee.
Price
Free plan · paid from $39/month
Zekai Score
9.1/10
Visit official site ↗Compare alternatives →Why this score →
⭐ Today's SpotlightSessions Health★ 9.5/10SimplePractice★ 9.3/10Blueprint★ 9.2/10TherapyNotes★ 9.0/10Mentalyc★ 8.9/10Limbic★ 8.9/10Jane App★ 8.8/10Be the next sponsor →
Hand-scored by Zekai

Top AI for Therapists & Mental Health picks

#1Sessions Health★ 9.5/10#2SimplePractice★ 9.3/10#3Blueprint★ 9.2/10
See all 63 AI tools for Therapists →
⚡ Quick answer

For therapists and mental health professionals, Upheal is a leading AI-native EHR that automates clinical documentation. It generates HIPAA-compliant progress notes and treatment plans in minutes, not hours. It combines AI notes with scheduling, billing, and telehealth into one platform, significantly reducing administrative workload.

CategoryAI-native EHR
Best forTherapists automating clinical notes and practice management.
Price from$39/month
Free planYes, a free plan is available.
DifferentiatorGenerates progress notes and treatment plans in seconds, maintaining the 'Golden Thread'.
Rating9.1/10
📖 About Upheal

Upheal is an AI-native EHR designed for therapists to automate clinical documentation and practice management. It generates personalized therapy notes, treatment plans, and handles scheduling, billing, and telehealth, all within a HIPAA-compliant platform.

How It Works

Your workflow, automated

1
Capture Your Session
Conduct your session in-person, via Upheal's built-in telehealth, or on another platform. Upheal captures audio or accepts dictation/uploads.
2
Generate AI Notes & Plans
Select a note template (e.g., SOAP, DAP). The AI generates a structured progress note and can update the client's treatment plan, maintaining the 'Golden Thread'.
3
Review, Sign, and Bill
Quickly review and edit the AI-drafted note, then e-sign. Invoices and superbills can be generated and sent with one click.
Ready to automate your workflow with Upheal?
Try Upheal →
Real Impact

Before & After

❌ Before

Spending hours after sessions writing detailed progress notes and treatment plans.

✅ After

Generating compliant, client-specific notes and treatment plans in under 60 seconds.

Minutes of review per client
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Draft a progress note

Generate a progress note based on the following session details. Ensure it includes [key observations], [interventions used], and [client's response].

Create a treatment plan

Based on the last session's notes, please draft a treatment plan. Include [client's goals], [objectives], and [planned interventions].

Check insurance eligibility

I need to check the insurance eligibility for a new client, [client name]. Their insurance details are [insurance provider], [policy number], and [group number].

AI Prompts

Prompts for Therapists

Prompt 01 Brainstorm Blog Post Topics
Act as a content strategist for a therapy practice that specializes in Acceptance and Commitment Therapy (ACT) for young adults with anxiety. Generate a list of 10 compelling blog post titles that are SEO-friendly and address common pain…
Prompt 02 Draft a Professional Bio
Act as a professional copywriter. Write a 150-word professional bio for a Licensed Marriage and Family Therapist (LMFT) named "Dr. Alex Chen." The bio should be warm, approachable, and professional.
Prompt 03 Write Website Copy for a Specific Modality
Act as a web copywriter for a therapy practice. Write 300 words of copy for the "Our Approach" page, explaining Cognitive Behavioral Therapy (CBT) in simple, accessible terms. Avoid clinical jargon.
See all 30 AI prompts for Therapists →
Social Proof

Trusted by professionals

Ease of Use
9.0
Accuracy
9.2
Value
8.8
Time Saving
9.4
Start Free Today →
Connects With

Upheal integrations

Works with all EHRs via browser extension SimplePractice (direct import) TherapyNotes (direct import) SimplePractice, TherapyNotes, Jane and more. Sessions Health (direct import) JaneApp (direct import) SimplePractice, TherapyNotes, Jane and more.
Setup complexity: Easy to adopt
Upheal is an AI-native EHR designed for therapists to automate clinical documentation and practice management. It generates personalized therapy notes, treatment plans, and handles scheduling, billing, and telehealth, all within a HIPAA-compliant platform.
Comparison

Best Upheal alternatives

Upheal vs. SimplePractice: SimplePractice is a mature, full-featured EHR known for robust billing and insurance management. Choose SimplePractice if your primary need is complex insurance processing and you prefer a traditional EHR workflow. Choose Upheal if your biggest pain point is documentation time. Upheal's AI-native approach is superior for automating progress notes and treatment plans, saving hours of administrative work and allowing you to focus more on clinical presence. Its modern interface and integrated telehealth are designed from the ground up for speed and efficiency.

You require mature, complex insurance billing features from day one.
You prefer a predictable, flat-rate monthly subscription regardless of session volume.
You are a large healthcare system requiring custom integrations beyond a standard API.
The decision

Is Upheal worth it?

Return on investment
By automating notes that take hours down to minutes, a therapist using Upheal's $69/mo capped plan can reclaim over 10 hours of administrative time per month.
Built for
Solo private practice therapists, group practices, and virtual therapy providers looking to automate administrative tasks and clinical documentation.
Effort to adopt
Easy to adopt
Compliance
Upheal is HIPAA, PHIPA, PIPEDA, and GDPR compliant. The platform is also SOC 2 Type II certified, ensuring robust data security and privacy controls.
Who It's For

Why Therapists & Mental Health choose this tool

🎯
Built for
Best for therapists seeking an all-in-one, AI-powered EHR to significantly reduce time spent on progress notes, treatment plans, and practice administration.
In-Depth Overview
For therapists, the time drain of clinical documentation is a significant barrier to both work-life balance and client focus. Upheal directly addresses this by transforming note-taking from a multi-hour chore into a task completed in minutes. Its AI captures session context—via telehealth, in-person recording, or dictation—and generates structured, compliant progress notes in formats like SOAP, DAP, and BIRP. The platform's 'Golden Thread' feature is a standout, automatically connecting problems, goals, and interventions across sessions to create coherent, audit-proof treatment plans. This isn't just a note-taking add-on; it's a full-fledged practice management system. Upheal proves its value by integrating intelligent scheduling, a client portal, secure messaging, and billing into one unified, SOC 2 certified platform. It can either replace your legacy EHR or augment it, giving you a clear path to reclaiming billable hours and mental energy.

Key Use Cases

🧠
Reclaim Weekends by Automating Progress Notes
Solo Therapist
Use Upheal to capture session audio or dictate summaries. The AI generates compliant SOAP or DAP notes in seconds, freeing up hours of administrative work each week.
From 15 hours of documentation a week to about 2
🏢
Standardize Documentation and Scale Operations
Group Practice Owner
Implement Upheal across the practice for consistent, high-quality note-taking and treatment planning. Use team management features and centralized billing to streamline workflows.
Unified documentation standard for all clinicians
💻
Integrate Telehealth with Smart Documentation
Virtual Provider
Run HIPAA-compliant video sessions directly within Upheal. The platform automatically captures the session to generate notes and update treatment plans, creating a seamless client experience.
One-click telehealth with integrated note generation
✓ Pros
Reduces note-taking time from hours to under a minute per session.
Maintains 'Golden Thread' continuity in treatment plans automatically.
All-in-one platform includes EHR, telehealth, scheduling, and billing.
Strong compliance posture: HIPAA, SOC 2 Type II, PHIPA, PIPEDA, GDPR.
Offers a permanent free plan for basic use.
Integrates with existing EHRs via browser extension or direct import.
· Cons
Usage-based pricing ($1/session) can be less predictable than a flat monthly fee.
Insurance billing is a newer feature and may be less mature than established EHRs.
The core AI Assistant feature is still in Beta.
⚡ Editorial Verdict

Upheal is a powerful, time-saving platform that truly delivers on its promise of AI-driven note automation. Its ability to maintain the 'Golden Thread' and handle practice management makes it a strong contender to replace legacy EHRs. The main trade-off is its per-session pricing model, which may be less predictable than a flat monthly fee for therapists with fluctuating caseloads, though the monthly cap provides a helpful ceiling.

See all 295 AI tools for Therapists → Browse the AI Directory →
Questions & Answers

Frequently asked questions

Is Upheal HIPAA compliant?

+
Yes, Upheal is HIPAA, PHIPA, PIPEDA, and GDPR compliant. The platform is also SOC 2 Type II certified, ensuring robust data security, encrypted video calls, and secure data storage.

Can Upheal replace my current EHR like SimplePractice?

+
Yes, Upheal is designed as an AI-native EHR that can fully replace your existing system. It offers AI-powered migration tools to import clients, notes, and data from platforms like SimplePractice, TherapyNotes, and others.

What kind of progress notes can Upheal generate?

+
Upheal's AI can create personalized therapy notes using customizable templates, including SOAP, DAP, BIRP, and GIRP. You can also generate your own custom templates.

Does Upheal work for in-person and virtual sessions?

+
Yes, Upheal supports multiple workflows. You can use its built-in HIPAA-compliant telehealth, capture in-person sessions via the app, or upload/dictate summaries for sessions held on any platform.

How does Upheal's pricing work?

+
Upheal offers a free plan with unlimited notes and telehealth. The paid individual plan is usage-based, so you never pay more than that.

What is the best AI tool for writing therapy progress notes?

+
Upheal is a top choice for AI-powered therapy progress notes. It automatically generates structured notes in formats like SOAP and DAP in under 60 seconds, saving therapists hours of administrative work while ensuring compliance.

Last reviewed:

Plans & Pricing

Upheal pricing and plans

Free
$0
Basic AI notes from past sessions, plus telehealth calling without AI.
Get Started Free
Pro
$39/month
Individual plan is $1 per session, capped at a maximum of $69/month. Includes all clinical and practice features.
Start Pro Plan
Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

Therapists & Mental Health

Top 10 AI tools in this category

#1
S
Sessions Health
Score: 9.5
#2
S
SimplePractice
Score: 9.3
#3
J
Jane App
Score: 8.8
#4
L
Lyrebird Health
Score: 8.7
#5
H
Halaxy
Score: 8.7
#6
N
NovoPsych
Score: 8.6
#7
C
Carepatron
Score: 8.4
#8
S
Spring Health
Score: 8.0
#9
N
Nomi AI
Score: 8.0
#10
S
SonderMind
Score: 8.0
← Previous toolBlueprint★ 9.2/10Next tool →TherapyNotes★ 9.0/10
See all 63 AI tools for Therapists →
Free guide

Take it with you

Getting Started with Upheal: Your 5-Minute Guide to Automated Notes
  • Reclaim Your Time: Say goodbye to hours of paperwork.
  • Stay Client-Focused: Be present in sessions, not thinking about notes.
  • Ensure Compliance: Generate audit-proof notes with built-in checks.
  • Maintain the Golden Thread: Automatically link progress to treatment goals.
  • Streamline Your Practice: Integrate notes with scheduling, billing, and telehealth.
+4 more steps inside the guide
Send me the full guide

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About Upheal

Full Description

Upheal is an AI-native EHR designed for therapists to automate clinical documentation and practice management. It generates personalized therapy notes, treatment plans, and handles scheduling, billing, and telehealth, all within a HIPAA-compliant platform.

Editorial Verdict

Upheal is a powerful, time-saving platform that truly delivers on its promise of AI-driven note automation. Its ability to maintain the 'Golden Thread' and handle practice management makes it a strong contender to replace legacy EHRs. The main trade-off is its per-session pricing model, which may be less predictable than a flat monthly fee for therapists with fluctuating caseloads, though the monthly cap provides a helpful ceiling.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Upheal unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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