Tool profile
Upheal: cost, fit and limits
Upheal is an AI note-taking and practice platform made by Upheal, Inc. that turns therapy sessions into progress notes and treatment plans, with a free tier, a flat monthly plan and an optional electronic health record.
What to know first
Upheal sells five options. A free plan covers basic notes for individual therapy, AI Notes is a flat $39 a month for unlimited sessions, an Assistant Pro add-on is another $39, and the EHR is either $1 per session or $99 a month as EHR Pro. Group practices are priced per seat. The pages name Zoom and Google Calendar as the only integrations, and they describe SOC 2 Type II and HIPAA statements.
Upheal at a glance
| Maker | Upheal, Inc., United States |
|---|---|
| Free plan | Yes |
| Entry price | $39 per month (AI Notes, flat fee) |
| API access | No |
| Category | Best AI Medical Scribe Software in 2026, rank 3 of 13 |
| Website | upheal.io/ |
Who Upheal is best for
Solo therapists with a varying caseload
The $1 per session EHR price and the free notes plan let a part-time practitioner pay close to usage instead of a fixed seat.
Therapists who write treatment plans
Treatment Plans with Golden Thread follow client progress from session to session, and a Compliance Checker compares notes with payer criteria.
Practices that hold sessions in Zoom
The Zoom integration produces notes without extra steps, and two-way Google Calendar sync keeps appointments aligned with the clinician's schedule and reminders.
Upheal plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Free | $0 per month | Basic AI notes from past sessions through text, dictation and uploads, individual therapy only, a limited AI Assistant chat and telehealth calling without notes. |
| AI Notes | $39 per month | Unlimited sessions and notes from video, audio, dictation and uploads, all templates, Treatment Plans, mobile and desktop apps and an AI Assistant chat with a usage limit. |
| AI Assistant Pro add-on | +$39 per month | Unlimited AI Assistant use and session preparation, sold as an add-on that sits on top of the AI Notes plan. |
| EHR | $1 per session | Full EHR workspace for a lighter caseload, with invoicing, superbills and client payments that carry 2.9% plus $0.30 processing. |
| EHR Pro | $99 per month | Complete EHR workspace with an unlimited AI Assistant and Treatment Plans with Golden Thread, at a fixed monthly price. |
Checked November 2026.
What Upheal does
- Speaker-labeled transcripts
- Sessions captured by video, audio, dictation or upload produce a transcript that labels who spoke, from which the note sections are drafted for the clinician to check.
- Smart Sections
- More than 170 preset note sections sit inside templates, and clinicians can write custom AI prompts that decide how a section is phrased in each template.
- Compliance Checker
- Finished notes are compared with leading payer criteria, so a therapist sees gaps before a claim goes out rather than after a denial, if the payer is among those covered.
- Client portal and forms
- A HIPAA-compliant portal handles intake and consent forms, and email or in-app reminders reach clients before an appointment, with practice forms kept in the same place.
- Assistant chat
- The AI Assistant answers questions about a practice's own data. It is capped monthly on the free plan and unlimited only with the add-on or EHR Pro.
How Upheal handles your data
Upheal's privacy and compliance page states that sessions are never used to train its platform without explicit permission from the clinician and the clients. It says Upheal uses AWS for cloud infrastructure and storage but does not state a hosting region, and a retention period was not on the pages read. The vendor lists a SOC 2 Type II audit, HIPAA compliance with a business associate agreement, PHIPA and PIPEDA assessment by a third-party auditor, GDPR and UK GDPR statements and penetration testing. These are the vendor's statements, and we did not see the reports.
Where Upheal falls short in practice
- Free tier is narrow. The free plan covers individual therapy with SOAP, DAP and intake notes only, and calls held without AI notes do not produce a transcript, so a therapist who calls clients cannot review them later.
- Couples and family notes. Family therapy notes are limited to SOAP and custom templates, according to the features page, so a practice that sees couples may need to build its own template.
- Few named connections. Only Zoom and Google Calendar are named, and no API was described, so a practice on another video tool or record system relies on uploads or copying.
Works with
Alternatives to Upheal
Upheal: common questions
Is Upheal's AI Notes plan really unlimited?
The pricing page describes AI Notes as a flat monthly fee for unlimited sessions and unlimited notes from video, audio, dictation and uploads for an individual clinician. Group practices are priced per seat. The AI Assistant chat inside the plan still has a monthly usage limit.
How does Upheal's EHR billing work?
The EHR is $1 per session for a lighter or varying caseload, or EHR Pro at $99 a month with an unlimited assistant. Online client payments add 2.9% plus $0.30 per transaction. Compare both against your expected session count before choosing.
Does Upheal train its AI on therapy sessions?
The vendor states it never uses sessions to train its platform without explicit permission from the clinician and the clients. It does not describe how permission is collected on the pages we read, so ask for that process and for the retention period, which was not stated.
What does the free Upheal plan include?
The free plan includes basic AI notes for individual therapy from past sessions through text-to-note, dictation and uploads, an AI Assistant chat with a monthly limit, and telehealth calling without AI notes. Note types are SOAP, DAP and intake only, per the pages we read.
Can Upheal be used for group or family sessions?
Family therapy notes are limited to SOAP and custom templates, according to the features page. The pricing page lists group practices on per-seat AI Notes. The pages read did not describe a group-session note type, so test that with a trial before buying.