Upheal

Upheal is an AI transcriber tool. Upheal pairs AI therapy note generation with an EHR covering scheduling, telehealth, client portal, payments, insurance billing and an assistant that can execute admin tasks. Built for therapists and small group practices, it works either as a notes layer on top of an existing EHR or as a complete practice system.

Upheal is a practice platform for mental health clinicians that combines AI-assisted clinical documentation with the administrative tools a private practice needs. The core product is note generation: a session is recorded in person or online, or dictated afterward, and a draft note appears roughly a minute after the session ends. Clinicians review it, sign it, and either keep it inside Upheal or copy it into whatever EHR they already use. More than 30 note templates are available, and a past note can be uploaded so the output matches an existing writing style. The platform is aimed at therapists, counselors, psychologists and small group practices rather than general medical teams. Documentation support includes AI progress notes, AI treatment plans, a compliance checker that flags missing elements before signing, and custom templates built from a sample note. Sessions can also run through Upheal's own telehealth, so capture and note writing happen in one place. Beyond notes, Upheal functions as an EHR: scheduling with reminders, a client portal, secure messaging, practice forms, payments and superbills, insurance billing, and practice reports. Superbills pull codes directly from the note, and invoices can go out when a session ends. The AI Assistant works across notes, calendar and claims, so a request such as rescheduling a session, sending an invoice or filing a claim is executed rather than merely drafted, with a confirmation step before anything is sent. Self-serve migration is offered for practices moving from SimplePractice, TherapyNotes, Sessions Health or another system. Where Upheal differs from standalone AI scribes is the option to start with notes only and adopt the EHR later. Against full practice management suites, its differentiator is that documentation and billing data share one record. The site reports HIPAA and PHIPA compliance plus SOC 2 Type I, and cites a 4.6 rating on Trustpilot.