AI-native EHR for therapists and mental health providers
Upheal is an AI-native EHR for therapists and other mental health providers. It combines AI progress notes, scheduling, billing, telehealth, compliance, and client record workflows in one platform so clinicians can manage sessions and documentation from a single system.
The product is designed around therapy workflows: it can capture in-person or virtual sessions, generate structured notes and treatment plans, sync calendars, send intake forms and reminders, and support payments and invoicing. Pricing is usage-based, with a free trial and a cap on monthly spend for individual use.
Draft progress notes in seconds from captured sessions, uploaded recordings, dictation, or brief written summaries. The note templates include common formats such as SOAP, DAP, BIRP, and GIRP, with more options available on higher tiers.
Keep appointments in one view with calendar sync, appointment types, client self-scheduling, reminders, and built-in telehealth or custom video links.
Generate invoices, accept card payments through Stripe, track paid and overdue balances, and create superbills from the same workspace.
Use the AI Assistant to surface client details, prep for sessions, resend forms, reschedule appointments, or draft client-facing messages with approval before anything is sent.
Send intake, consent, assessment, and practice forms, plus manage a HIPAA-compliant client portal for messaging and scheduling tasks.
Check notes against payer criteria, create treatment plans with Golden Thread tracking, and review analytics such as talking ratio, cadence, and sentiment from session timelines.
Clinicians can capture an in-person or virtual session, then turn it into a structured note and treatment plan without switching tools.
Practices can centralize calendars, let clients book from a link, and send reminders and intake forms automatically.
Therapists can generate invoices, track payments, and send superbills from the same workspace they use for notes and scheduling.
Users who prefer a conversational workflow can ask the AI Assistant to prep for sessions, surface details, or draft client messages and note edits.
Teams that need therapy-specific compliance support can review notes with the compliance checker and use structured templates for different note formats and therapy settings.
Yes. The product includes built-in HIPAA-compliant telehealth and the scheduling page says booking data and communications are processed securely within the platform.
Yes. Upheal supports built-in telehealth and also lets you use your own video link if you want to keep an existing setup.
Yes. Clients can book appointments using your real availability through the Client Portal, and automated email reminders are included.
Upheal says it syncs with Google Calendar and other platforms including Alma and Headway via real-time sync.
Upheal sends automated email reminders for upcoming appointments, and Upheal Assistant can also help send personalized client messages.
Traffic data is for reference only.
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