# Upheal EHR nativo de IA para terapeutas e profissionais de saúde mental - Findings24: - Site: - Preços: Freemium - Categorias: Assistente de Notas IA, Assistentes de saúde com IA ## O que é Upheal? 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. ## O que Upheal pode fazer? ### AI therapy notes 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. ### Scheduling and telehealth Keep appointments in one view with calendar sync, appointment types, client self-scheduling, reminders, and built-in telehealth or custom video links. ### Billing and payments Generate invoices, accept card payments through Stripe, track paid and overdue balances, and create superbills from the same workspace. ### AI assistant workflows 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. ### Client portal and forms Send intake, consent, assessment, and practice forms, plus manage a HIPAA-compliant client portal for messaging and scheduling tasks. ### Compliance and clinical tracking 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. ## Casos de uso ### Document sessions after therapy visits Clinicians can capture an in-person or virtual session, then turn it into a structured note and treatment plan without switching tools. ### Run scheduling and intake from one place Practices can centralize calendars, let clients book from a link, and send reminders and intake forms automatically. ### Manage billing after sessions Therapists can generate invoices, track payments, and send superbills from the same workspace they use for notes and scheduling. ### Use AI to assist admin tasks Users who prefer a conversational workflow can ask the AI Assistant to prep for sessions, surface details, or draft client messages and note edits. ### Standardize documentation and compliance 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. ## Perguntas frequentes ### Is Upheal scheduling HIPAA compliant? Yes. The product includes built-in HIPAA-compliant telehealth and the scheduling page says booking data and communications are processed securely within the platform. ### Can I schedule telehealth sessions in Upheal? Yes. Upheal supports built-in telehealth and also lets you use your own video link if you want to keep an existing setup. ### Does Upheal support client self-scheduling? Yes. Clients can book appointments using your real availability through the Client Portal, and automated email reminders are included. ### What calendars does Upheal sync with? Upheal says it syncs with Google Calendar and other platforms including Alma and Headway via real-time sync. ### Does Upheal send appointment reminders? Upheal sends automated email reminders for upcoming appointments, and Upheal Assistant can also help send personalized client messages. ## Informações rápidas - **Category**: AI-native EHR for therapists - **Primary users**: Mental health providers and therapists - **Website**: upheal.io - **Pricing model**: Usage-based, starting at $1 per session for individual use, with a monthly cap of $69 - **Trial**: 30-day free trial with no credit card required - **Compliance**: SOC 2 Type II certified; HIPAA, GDPR, and PHIPA compliant