Upheal

by Upheal  · Based in United States →
Addiction Medicine Psychiatry
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Regulatory Status Disclosed

Overview

Upheal is an AI-assisted platform designed for mental health professionals, functioning as an AI-native Electronic Health Record (EHR) system. It is primarily intended for individual providers and small to early-stage group practices in mental healthcare settings.

The platform aims to streamline clinical and practice workflows by offering features such as AI-generated therapy notes, automated scheduling, and billing functionalities. Upheal can capture session information through various methods, including its built-in telehealth platform, a browser extension for other video platforms, a mobile app for in-person sessions, or by uploading audio/video recordings. After a session, the AI generates draft notes in various formats like SOAP, DAP, BIRP, and GIRP, which clinicians can then review and edit.

Notable capabilities include an AI Assistant that can draft referral letters, summarize client progress, and suggest next steps based on treatment plans. Upheal also features a “Golden Thread” function to connect notes across sessions to treatment plans, and a Compliance Checker to review notes against payer requirements. The platform also offers client management tools, including a client portal, secure messaging, and automated client intake forms.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

What Physicians Need to Know

Therapeutic Modality
Upheal supports over 70 therapeutic modalities, including Acceptance and Commitment Therapy (ACT), Cognitive Behavioral Therapy (CBT), and Dialectical Behavior Therapy (DBT). Therapists can set specific modalities per client or per session, which guides the AI in generating notes with appropriate terminology and frameworks. Each modality integration includes specific documentation templates that capture intervention-specific language, theoretical frameworks, and outcome measures.
Crisis Detection & Escalation
Upheal does not explicitly list 'Crisis Detection & Escalation' as a direct feature. While AI in mental health can generally aid in identifying crisis signals, Upheal's primary focus is on documentation and administrative support, with features like the AI Assistant helping manage caseloads to ensure continuity of care.
PHQ-9/GAD-7 Integration
Upheal does not explicitly mention direct integration with standardized assessments like PHQ-9 or GAD-7. The platform's focus is on AI-powered note generation and practice management, rather than automated scoring or integration of these specific assessment tools.
Session Note Generation
Upheal automatically generates AI-powered session notes in under 60 seconds. It supports a wide range of customizable note templates, including SOAP, DAP, BIRP, GIRP, EMDR, PIRP, SIRP, PIE, Intake, and Mental Status Exam (MSE). Notes can be created from Upheal's built-in telehealth, other virtual platforms (via desktop app, web app, browser extension, or Zoom integration), in-person sessions (via mobile app), dictation, or uploaded recordings. The AI learns the therapist's writing style, and notes are editable for final approval. A free plan offers unlimited AI-generated notes.
Patient Safety Guardrails
Upheal is HIPAA, PHIPA, PIPEDA, GDPR, and SOC 2 compliant, ensuring high standards for data security and privacy. Explicit opt-in consent is required from clients for any data to be used for AI training. Session audio recordings are deleted by default unless explicitly saved with client consent. Therapists can pause the AI during sensitive discussions or for entire sessions to prevent transcription. All data is encrypted in transit and at rest, and two-factor authentication is available. Upheal also provides a Business Associate Agreement (BAA).
Between-Session Support
Upheal offers a client portal that allows clients to self-schedule, reschedule, or cancel appointments, complete intake forms, and access their session history and shared summaries. The platform can generate ready-to-share session summaries for clients. The AI Assistant can also help therapists prepare for upcoming sessions. Secure messaging within the client portal is a feature planned for the future.
Outcome Measurement
Upheal provides 'Analytical insights' and 'Session analytics' that include metrics such as talking ratio, cadence, and sentiment to help therapists understand client progress and session dynamics. It features 'Golden Thread Treatment Plans' that automatically link problems, goals, interventions, and progress across sessions, updating as the client progresses. The AI can also suggest observations and interventions that can be tracked over time. A 'Compliance Checker' helps ensure notes meet payer standards, indirectly supporting outcome measurement for billing.
Provider Dashboard
Upheal functions as an AI-native EHR, integrating scheduling, billing, telehealth, and compliance into a single platform. The provider dashboard allows management of paid, pending, and overdue invoices. The AI Assistant has comprehensive visibility into calendars, billing, client profiles, forms, notes, and treatment plans, enabling it to assist with various administrative tasks. Automatically generated 'Treatment Summaries' help providers quickly review client progress before sessions.
Cultural Sensitivity
Upheal supports culturally responsive care by capturing therapy sessions in eight languages: English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform acknowledges and addresses potential biases related to gender, class, and culture in AI, and allows therapists to pause the AI during sensitive discussions to respect client privacy and cultural considerations.
Physician Tip

Leverage Upheal's AI for significant time savings on documentation, allowing for greater presence and focus during sessions. Utilize the extensive customization options for note templates and therapeutic modalities to ensure documentation accurately reflects your clinical approach. Prioritize client trust by highlighting Upheal's robust privacy and compliance features, including explicit consent for data use and default deletion of recordings. Maximize efficiency by engaging the AI Assistant for administrative tasks, scheduling, and session preparation. Employ the 'Golden Thread' treatment plans and session analytics to track client progress and inform evidence-based care.

Upheal offers flexible integration with various session capture methods, including its own HIPAA-compliant telehealth platform, a browser extension for other video conferencing tools, and a Zoom integration. It is designed to complement existing EHR systems, allowing for easy transfer of AI-generated notes. The platform also includes integrated payment processing and calendar synchronization capabilities to streamline practice management workflows.

Details

Category Mental & Behavioral Health AI
Pricing Unknown
Compliance
BAA Available Yes AI-estimated
HIPAA Compliant Yes AI-estimated
FDA Status Not applicable AI-estimated
Integrations
EHR Not specified
Specialties Addiction Medicine, Psychiatry

What the Web Says

Upheal is an AI-powered platform designed for mental health professionals to automate clinical documentation, including progress notes and treatment plans. It aims to reduce administrative load, allowing therapists to focus more on client care. The platform offers features like AI transcription, various note templates (SOAP, DAP, BIRP, GIRP), and unique session analytics.

Overall: Positive

Strengths

  • Automated AI transcription and note generation save significant time on documentation.
  • Offers unique session analytics (talking ratio, sentiment, speech cadence, silence detection) valuable for clinical reflection and supervision.
  • Supports various note formats (SOAP, DAP, BIRP, GIRP) and customizable templates.
  • HIPAA-compliant with BAA availability and SOC 2 Type II attestation, with audio not retained by default.
  • Easy to set up and use, with options for capturing both virtual and in-person sessions.
  • Includes features like invoicing, payment tracking, superbills, and an AI assistant for feedback and treatment plan creation.

Limitations

  • Pricing can be considered high by some users, especially compared to other AI tools.
  • The platform is primarily focused on mental health, limiting its suitability for other healthcare disciplines.
  • Some users have reported occasional inaccuracies in session recording and transcription.
  • The interface can feel complex for quick note-takers.
  • Limited EHR integrations compared to more established platforms.
  • Automatic speaker tagging occasionally mislabels turns, and voice recognition may struggle with multiple speakers in family therapy.

Based on reviews from: Reddit, G2, Twofold, Trustpilot, YouTube, TherapyScribes, SOAP Note Buddy, Capterra

Last updated: 2026-07-22

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Videos

Product demos, reviews, and walkthroughs for Upheal.

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Frequently Asked Questions

Upheal is an AI-native EHR designed for mental health professionals, automating notes, treatment plans, scheduling, and billing. It generates various note types (e.g., SOAP, DAP, BIRP) and can integrate with existing EHRs via a browser extension for copying notes. It also offers a built-in HIPAA-compliant telehealth platform.
Upheal is fully HIPAA, PHIPA, PIPEDA, GDPR, and SOC 2 compliant, ensuring robust data protection. It encrypts all data in transit and at rest, provides a Business Associate Agreement (BAA), and deletes audio recordings by default, with options for transcript deletion.
While Upheal offers extensive AI features, some users have reported limitations such as performance reliability issues or challenges with transcription accuracy in multi-speaker sessions like family or couples therapy. Additionally, some advanced features are only available in higher-tier plans.
Upheal generally costs $1 per completed session, capped at $69 per month for individual providers, which includes most AI documentation, scheduling, and telehealth features. A free plan is available with limited functionality, and payment processing incurs an additional fee of 2.9% + $0.30 per transaction.
Alternatives to Upheal include Supanote, Mentalyc, HealOS (formerly Scribehealth.ai), and Twofold Health. These platforms also offer AI-powered note-taking and practice management, with some excelling in native EHR integration, customizable templates, or broader support for various medical specialties beyond mental health.
Upheal requires explicit opt-in consent from both the therapist and client before any session data is used for AI model training. If consent is given, data is de-identified before being processed for AI and product improvements, and clients can withdraw consent at any time, leading to immediate data deletion.

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Suggest an Edit → | Last Verified: 2026-04-22 | First Added: 2026-04-22

Investors who backed Upheal

Funded through the company that built this tool.

Kaya VC
VC T3
Prague, Czech Republic
$250k-$1M
Kaya VC, formerly known as Enern, is a Prague-based early-stage venture fund investing in technical founders across Central and Eastern Europe and…
AI/ML in Healthcare Biotech
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