For most therapists, the session doesn't really end when the client leaves the room. It ends after the notes are written, often late at night or squeezed between back-to-back appointments. Upheal AI was built around that specific pain point, turning session audio, dictation, or typed summaries into structured clinical documentation automatically, so the paperwork stops eating into evenings and client time.
What is Upheal AI?
Upheal AI is an AI-native EHR built for therapists, psychiatrists, and behavioral health clinicians that generates clinical notes automatically from therapy sessions. It listens to a recorded session, or reads a short typed or dictated summary, and turns it into a note in the format a practice already uses, including SOAP, DAP, and BIRP notes. Beyond note generation, Upheal has expanded into a fuller practice management platform with scheduling, HIPAA-compliant telehealth, treatment planning, and billing. What sets it apart from note-only AI scribes is flexibility: a practice can use Upheal AI purely for therapy notes alongside an existing EHR, or run scheduling, documentation, and payments from Upheal itself.
Key features
AI Therapy Notes
Upheal's AI note-taking engine, sometimes described as an AI scribe, drafts progress notes directly from a recorded session, an uploaded recording, or a typed or dictated summary. It supports multiple note formats, including SOAP, DAP, GIRP, BIRP, EMDR, PIRP, SIRP, and PIE.
AI Assistant
A chat-based clinical co-pilot that surfaces details from past sessions, helps prep for an upcoming appointment, or edits a note using plain-language instructions instead of manual reformatting.
AI Treatment Plans
Upheal generates treatment plans with measurable goals from a client's session history and tracks them across sessions, helping keep documentation consistent with what was actually discussed.
Compliance Checker
An automated review that checks generated notes against common payer documentation requirements, useful for practices that bill insurance and need audit-ready records.
Flexible Session Capture
Sessions can be captured through the browser, a Chrome extension that works alongside another EHR or calling tool, the Upheal Recorder mobile app for in-person sessions, or the Mac desktop app.
Note Template Customization
Clinicians on paid plans can build templates from a library of clinically approved sections, or use custom AI prompts to pull specific details out of a session automatically.
Pros
- Generates usable first-draft clinical notes in multiple formats, including SOAP, DAP, and BIRP notes, within minutes of a session ending
- Free plan includes unlimited AI therapy notes and HIPAA-compliant telehealth with no credit card required
- Works alongside an existing EHR through the Chrome extension rather than forcing a full platform switch
- Usage-based pricing on paid plans means solo practitioners with a lighter caseload can pay less than a flat monthly EHR fee
- Session audio is deleted by default after note generation, limiting how much sensitive data sits in storage
Cons
- No native Windows desktop application; Windows users rely on the browser or the Chrome extension rather than an installed app
- Multiple providers cannot share a single account, so group practices need one paid seat per clinician
- Interface and note generation are built around English, with no officially documented support for other languages
- Usage-based billing means monthly cost varies with caseload, which takes some adjustment for practices used to a flat subscription
Pricing
Upheal AI is free to start, with a paid tier that scales with how many sessions a clinician actually holds. The Free plan includes unlimited AI therapy notes, HIPAA-compliant telehealth, and basic note types such as SOAP, DAP, and Intake, with no credit card required. The Individual paid plan is billed per session, capped at a fixed monthly maximum, and adds the full note-type library, treatment plans, the Compliance Checker, and AI Assistant access. A free trial of the paid plan is available before any charge applies. Group practices and Enterprise customers get custom pricing that adds shared templates, centralized billing, migration support, and, for Enterprise, open API access and single sign-on. Because Upheal's pricing structure can change, it's worth confirming current rates on the official pricing page before subscribing.
Best for
Upheal AI is best for therapists and behavioral health clinicians who want documentation handled automatically without giving up control over the final note, and who are comfortable paying based on actual session volume rather than a flat EHR subscription. It's a reasonable fit for solo practitioners exploring their first AI healthcare tools, as well as growing group practices that want one documentation standard across a team. Practices that need a fully mature, all-in-one EHR with long-established insurance billing workflows may want to weigh Upheal against more established practice management systems before switching everything over.
Use cases
- Turning a recorded or dictated therapy session into a structured progress note
- Building an AI-generated treatment plan from a client's session history
- Holding HIPAA-compliant telehealth sessions without a separate video tool
- Capturing in-person session audio through the mobile app for later documentation
- Using the browser extension to get AI notes while continuing to work inside another EHR
Supported platforms
- Upheal AI works primarily as a web app, with native apps for iPhone, iPad, Android phones and tablets, and Mac computers, plus a Chrome browser extension for capturing sessions inside other tools. There's no dedicated Windows desktop application; Windows users work through the browser or extension instead. Open API access exists only on the custom Enterprise plan and is not included with the Free, Individual, or standard Group plans.
Languages
- Upheal's interface and AI note generation are built around English. There's no officially published list confirming broader multilingual support for session transcription or note output, so clinicians who work primarily in another language should confirm current capabilities directly with Upheal before relying on it for documentation.
Integrations
- Upheal AI integrates directly with Zoom, syncing session content automatically, and with Google Calendar for two-way schedule syncing. Its Chrome browser extension is the broader integration layer, capturing sessions and auto-filling generated notes into supported EHRs and practice platforms such as SimplePractice, TherapyNotes, Jane App, and Healthie, which is useful for clinicians who aren't ready to leave their current EHR workflow behind entirely.
Things to consider
- Upheal signs a Business Associate Agreement and is SOC 2 certified, which matters if HIPAA-compliant AI notes and HIPAA-compliant telehealth are non-negotiable requirements for a practice. Because paid plans are billed by session volume rather than a flat rate, it's worth estimating typical monthly caseload against the plan's price cap before assuming it will always be cheaper than a traditional EHR. What counts as a billable "session" can include telehealth calls held through Upheal even without a generated note, so it's worth understanding that definition before switching billing habits. Group practices should also confirm seat requirements up front, since account sharing between providers isn't permitted.
How the tool compares
The closest alternatives to Upheal AI are other tools built specifically for mental health documentation. Mentalyc is a more note-focused alternative worth comparing directly if the main priority is AI progress notes without the broader EHR layer Upheal has added. Freed AI takes a similar ambient-scribe approach but is built more broadly across medical specialties rather than specifically for behavioral health. SimplePractice represents the more established, full-featured EHR path that Upheal's Chrome extension is designed to work alongside rather than replace outright. Clinicians who mainly want note generation, without committing to switching their whole EHR, may prefer to keep their current system and layer Upheal's browser extension on top.
AIToolister verdict
Upheal AI is worth trying for therapists who want AI-generated therapy notes that read like clinical writing rather than a transcript summary, especially given the free plan's genuinely unlimited note generation. Its strongest practical advantage is flexibility: a solo practitioner can use it purely for notes, and a growing practice can lean into scheduling, telehealth, and billing as needs expand. The most important trade-off is that usage-based pricing takes some getting used to compared with a flat monthly EHR fee, and clinicians who need a fully mature insurance billing system today may find some of that functionality still maturing. Therapists who want a lighter-weight AI scribe layered on top of an EHR they already like are a good fit; those who need an established, all-in-one enterprise EHR with deep insurance workflows should compare closely before switching everything at once.
Frequently asked questions
- Is Upheal AI free to use?
Yes. Upheal offers a permanent free plan with unlimited AI therapy notes, HIPAA-compliant telehealth, and basic note types like SOAP, DAP, and Intake, with no credit card required. Paid plans unlock additional note formats, treatment plans, and the AI Assistant.
- How much does Upheal AI cost?
Paid Individual plans are billed per session with a fixed monthly price cap rather than a flat subscription fee, and a free trial is available before any charge applies. Group and Enterprise pricing is custom, so it's best to confirm current rates on Upheal's official pricing page.
- Is Upheal AI worth it?
For clinicians who want fast, clinically formatted notes without committing to a full EHR switch, Upheal AI is generally worth trying given its unlimited free plan. Practices with heavier insurance billing needs should weigh it against more established EHR platforms before deciding.
- Does Upheal AI offer an API?
Open API access is available only on Upheal's custom Enterprise plan, not on the Free, Individual, or standard Group plans, so it's intended for larger organizations building custom integrations rather than solo practitioners.
- Can Upheal AI work alongside an existing EHR?
Yes. Upheal's Chrome browser extension can capture sessions and auto-fill generated notes into supported EHRs like SimplePractice and TherapyNotes, so clinicians can use Upheal for AI notes without moving their entire practice off their existing system.