Upheal

Upheal offers AI therapy notes that can be used alongside a clinician's current EHR, and a full EHR for running a whole practice. The AI notes feature drafts a therapy note from in-person or online sessions or dictation, which the clinician reviews and signs before pasting into their EHR. The full EHR includes scheduling, a client portal, practice forms, payments and superbills, insurance billing, and telehealth. An AI Assistant can handle routine admin tasks from notes, calendar, and claims, with user approval before actions are taken. The website states HIPAA compliance, SOC 2 Type II audit, and GDPR compliance, and offers a free plan, AI Notes at $39/month, and EHR plans priced per session or as a flat monthly fee.

Key features

• AI progress notes from in-person or virtual session capture
• Dictation and text-to-note
• AI treatment plans
• 30+ note templates and custom templates from uploaded samples
• Compliance checker before signing
• Built-in telehealth with video sessions
• Scheduling and reminders
• Client portal
• Secure messaging
• Practice forms
• Payments and superbills
• Insurance billing and eligibility checks
• Managed billing
• Reports
• AI Assistant for admin tasks such as rescheduling, sending invoices, and filing claims
• Free self-serve migration from other EHRs
• Audit log of data access

Best suited for

• Individual therapists needing faster clinical documentation
• Group practices running an EHR
• Virtual providers using telehealth
• Therapists migrating from SimplePractice, TherapyNotes, or Sessions Health

Pricing

Free plan available; AI Notes $39/month; EHR Pay-as-you-go $1/session; EHR Pro $99/month flat; AI Assistant Pro+ $39/month add-on; card processing 2.9% + $0.30 per online transaction; insurance claim submission $0.30 per claim and $0.15 per eligibility check