Upheal
An AI documentation tool for therapists that drafts progress notes from recorded sessions, dictation, typed observations or uploads, and can also be used as a full EHR with telehealth, scheduling and billing.
AI features
- Notes from in-person sessions (browser or mobile app) and virtual sessions on any platform via a Chrome extension or Mac app, plus a Zoom integration
- Text-to-note and dictation, so sessions don't have to be recorded
- Note templates including SOAP, DAP, BIRP, GIRP, PIRP and EMDR, with custom AI sections
- AI treatment plans with a 'Golden Thread' that tracks progress session to session; Compliance Checker reviews notes against payer criteria
- Client-friendly post-session summaries
Pricing
Free plan: AI notes from text, dictation and uploads only, individual therapy only. AI Notes: $39/month flat, unlimited sessions. EHR: paid per session. EHR Pro: $99/month flat. Assistant Pro add-on $39/month. 30-day money-back guarantee (Upheal pricing page, checked Oct 22, 2026).
Best for
Solo therapists who want a standalone AI note tool that works with any telehealth platform, with a free no-recording option to start.
Watch out for
Upheal says session audio is deleted automatically once notes are generated unless you choose to save it, and that you can opt out of de-identified data being used to improve the product. Its BAA is accepted by click-through; read it before recording. If you keep your chart in another EHR, notes must be moved over.
Playbooks that use Upheal
Sources
Last verified 2026-10-22.