SearchTools.ai's automated opinion — blended from public reviews, community signals, and development activity. Not an editorial rating or statement of fact.Click the score for the full breakdown.Quality
Estimated visits per month, across the web app and mobile apps.Visits355.1K/mo
Largest visitor share — 92% of traffic from United States.Top region92%United States

What it is

Overview

Upheal generates therapy session notes in under 60 seconds using AI transcription and clinical documentation tools. Built as a hybrid system specifically for mental health professionals, it handles session recording, transcription, and note generation across multiple therapeutic note formats. Early reviewers praise the clinical language accuracy and time savings on documentation tasks. The typical user is a licensed therapist or clinical supervisor managing individual or couples sessions.

At a glance

Usability & Quality overview

Inputs
Outputs
Platforms

Best for

  • therapists
  • session note generation
  • documentation reduction

Watch out for

  • recording and consent workflow
  • audio upload/processing time
  • fit for practices that prefer manual notes
Real product, not a wrapperIndependent product

Upheal offers specialized AI models trained specifically for therapy documentation, proprietary clinical note templates, and automated workflow from session capture to formatted notes. It integrates with existing therapy platforms and provides domain-specific functionality that goes well beyond generic AI chatbots.

Strong evidence

Quality score

Updated monthly·8 ratings analyzed·2 sourcesMedium confidence
70/100
90-day trendStable

Upheal AI note-taking for therapists that turns recorded sessions into SOAP/DAP/GIRP notes quickly, but requires recording and consent.

Score breakdown
=70/100
User verdict ×40 26Adoption ×22 14Honesty ×16 15Trust ×10 8Value ×12 12Adjustments -530 to reach 100

This score is our editorial judgment, computed automatically from the sources, weights, and dates shown above. It reflects the data we could verify as of October 12, 2026, not a guarantee or statement of fact about Upheal. Third-party ratings and quotes belong to their original platforms and authors. Thin data lowers our confidence label, and we say so instead of guessing. Work on Upheal? Dispute any datapoint and we will review it, publish your response, and correct verified errors.

Plans

Pricing

Pricing modelFreemium
Paid options from$39/month
BillingMonthly

How free is free?

Free with limits

Basic AI notes & telehealth free; full features from $39/mo

What you get for free

  • Basic AI notes from past sessions via text-to-note, dictation, uploads
  • Telehealth calling without AI assistance
  • Individual therapy sessions only (no couples/families)
  • AI Assistant chat with monthly usage limit

Behind the paywall

  • AI notes via video/audio recordingAI Notes ($39/mo)
  • Couples and family therapy supportAI Notes ($39/mo)
  • Unlimited AI notes and sessionsAI Notes ($39/mo)
  • Complete EHR with scheduling, billing, client portalEHR Pay-as-you-go ($1/session)
  • Treatment Plans with Golden ThreadAI Notes ($39/mo)
  • Unlimited AI Assistant usageAI Assistant Pro ($39/mo add-on)

Cost to actually use

Based on 12 classified review complaints about rate limits, credits, and billing.

CasualFree tier covers basic note-taking for light therapy practice.
DailyDaily therapists hit AI Assistant monthly limits and need video/audio notes.
HeavyFull practice requires AI Notes ($39/mo) or EHR plans ($99/mo).

Community feedback

Aggregated reviews

Ratings and quoted comments below are aggregated from third-party sources and reflect those users' views, not SearchTools.ai's.

4.70/5
8 reviews · 2 sources

What reviewers talk about

themes inside the Sentiment pillar — not score ingredients

84Output Quality54 mentions
Scored from 54 mentions · medium confidence
POSITIVE trustpilot

“Love the ease with which I can create session notes now. The AI notes are amazing, and I love that Upheal integrates with Zoom.”

NEGATIVE trustpilot

“PREDATORY BILLING PRACTICES. If you are a disabled clinician looking for documentation support, THIS ISN'T IT. Beyond the notes being inaccurate, unreliable and inconsistent - YOU WILL NOT BE TOLD AHEAD OF TIME WHEN YOU WILL BE CHARGED FOR SUBSCRIPTION COSTS, and you will be REFUSED A REFUND for an unused, AI-ridden product.”

POSITIVE trustpilot

“Upheal continues to be my favorite EHR out of all of the ones I've used. The AI features that are integrated help me to streamline my workday and spend more time with clients and focused on what matters.”

POSITIVE trustpilot

“I love this EHR, the AI note writer is amazing, the website is very user-friendly, and it is nicer than other EHRs that I've used in the past.”

75Value & Pricing13 mentions
Scored from 13 mentions · low confidence
POSITIVE g2

“Since graduating I have been through two other EHRs (simple practice & sessions health), and was never happy paying through the nose for features I did not need. I have been SO very happy with Upheal. I first started using them just for their AI note transcription service. I was so happy with it that when they launched an EHR I jumped on it. It is AI supported which has made my life as a therapist so much better. Previously, my notes were skimpy at best, and I was always weeks behind with writin”

NEGATIVE trustpilot

“PREDATORY BILLING PRACTICES. If you are a disabled clinician looking for documentation support, THIS ISN'T IT. Beyond the notes being inaccurate, unreliable and inconsistent - YOU WILL NOT BE TOLD AHEAD OF TIME WHEN YOU WILL BE CHARGED FOR SUBSCRIPTION COSTS, and you will be REFUSED A REFUND for an unused, AI-ridden product.”

POSITIVE trustpilot

“Upheal has truly changed my career for the better. It works so well and has great features such as the calendar, patient portal, secure messaging, and a low fee for charging credit cards in addition to the excellent documentation. Way to go, Upheal! ”

POSITIVE trustpilot

“Since graduating I have been through two other EHRs (simple practice & sessions health), and was never happy paying through the nose for features I did not need. I have been SO very happy with Upheal. I first started using them just for their AI note transcription service. I was so happy with it that when they launched an EHR I jumped on it. It is AI supported which has made my life as a therapist so much better. Previously, my notes were skimpy at best, and I was always weeks behind with writi”

23Reliability15 mentions
Scored from 15 mentions · low confidence
POSITIVE trustpilot

“ I don’t usually write reviews, but I felt compelled to this time. I can’t say enough good things about Upheal. The program is reliable, and the notes it generates need little, if any editing. I’ve tried other platforms, but Upheal is superior. Not only does it save me a crazy amount of time on my notes, but it also provides thoughtful ideas for future sessions by reading through the planning sections of my notes. The language Upheal uses is clear, accurate, and concise. I’ve used Upheal for bot”

NEGATIVE trustpilot

“PREDATORY BILLING PRACTICES. If you are a disabled clinician looking for documentation support, THIS ISN'T IT. Beyond the notes being inaccurate, unreliable and inconsistent - YOU WILL NOT BE TOLD AHEAD OF TIME WHEN YOU WILL BE CHARGED FOR SUBSCRIPTION COSTS, and you will be REFUSED A REFUND for an unused, AI-ridden product.”

POSITIVE trustpilot

“Upheal is easy to use and very reliable. Allowing me to get bandwidth back (mentally and physically) to focus on my clients. I've grown to appreciate and trust their transparency and privacy as their platform put clinical outcomes and ethical practice first. I always feel like the providers and my clients come first, not insurance or investors.”

NEGATIVE app_store

“None of my client names are showing up: Where are my clients names in order to choose from??? Everything is being logged as anonymous.”

84Support26 mentions
Scored from 26 mentions · low confidence
POSITIVE trustpilot

“First and foremost, Upheal is intuitive, packed with features, and continually expanding its capabilities through an active and responsive development team. If you’re looking for an EHR and practice management platform that incorporates relational AI in a way that meaningfully reduces administrative burden and allows you to focus more on what you do best—being a therapist—Upheal is leading the way. Upheal also earns an A+ for its support team. The AI assistant is surprisingly capable and often”

NEGATIVE trustpilot

“I am an OT. I write notes for early intervention for parents to read and understand the session. I have spent WAY too much time trying to tell this crap software how I want my notes to be written. It goes back to psych notes and add a bunch of stuff that was not in my original voice to text note. This is not user friendly if you are an OT writing simple narrative notes. STAY AWAY for this one!! Also there was no way to contact customer service to chat about my problem. ”

POSITIVE trustpilot

“Edited to add: The BEST thing about Upheal is how LIGHTNING FAST the support team is at responding to feedback, to improve the program. I left my previous EHR (TherapyZen) because the program had not had a single update in 5 years and the tech support was ABYSMAL. I am actually thoroughly impressed with the speed at which Upheal's support team responds to problems. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Mostly I love this program. It is incredibly helpful and the note taking features is absolute”

POSITIVE trustpilot

“So glad I switched to Upheal from my old EHR platform! I came for the sophisticated AI note-taking. It's truly mind-blowing how good these notes are, and how precisely I can tailor them to my clinical approach, practice needs, etc. But I decided to switch over completely to the Upheal EHR because of the CUSTOMER SERVICE, and their commitment to collaborating with users. I have NEVER had a product where the developers were this open, receptive, collaborative and engaged. On my old EHR, it was re”

68Ease of Use29 mentions
Scored from 29 mentions · low confidence
POSITIVE trustpilot

“I’ve been incredibly impressed with Upheal. It is one of the rare technology platforms in behavioral health that actually feels like it was designed with clinicians in mind rather than simply adapted for them. The platform is intuitive, clean, and remarkably easy to use. The documentation tools have significantly reduced the amount of time I spend on administrative work, while still allowing me to maintain clinical detail and control over my notes. The AI-assisted features are genuinely useful ”

NEGATIVE trustpilot

“I am an OT. I write notes for early intervention for parents to read and understand the session. I have spent WAY too much time trying to tell this crap software how I want my notes to be written. It goes back to psych notes and add a bunch of stuff that was not in my original voice to text note. This is not user friendly if you are an OT writing simple narrative notes. STAY AWAY for this one!! Also there was no way to contact customer service to chat about my problem. ”

POSITIVE trustpilot

“Upheal has revolutionised my experience as a therapist. It has freed up a significant amount of time, particularly around notes, summaries and admin, while also improving the quality and consistency of my work. It is intuitive, easy to use, and thoughtfully designed around the real needs of clinicians. Rather than feeling like another system to manage, it supports the way I work and helps me stay more present with clients. At this point, it covers everything I need and has become an essential ”

NEGATIVE trustpilot

“This software oversells and underdelivers. I signed up for the highest tier because I do family therapy and they claim to support this modality. Unfortunately, this is a misleading claim. Upheal is not set up to capture family sessions. The family sessions have to be altered manually, and this hassle cannot even be done with an iPhone. There is a couples setting, but no family setting. Additionally, the software cannot seem to differentiate between higher-pitched voices very well. This is a prob”

79Trust derived from dimensions + predator detectionview math

A composite of the quality dimensions weighted by mention volume, then capped by predator / abuse-detection rules.

Reasoning

earned (posterior 0.080): indepRating=95(w0.03) claimAlignment=70(w0.28) vendorReply=85(w0.20) support=84(w0.12) → trust 79

Watch & learn

Video content

YouTube
Upheal Chart Migration: How to move your client records to Upheal in a few clicks YOUTUBE23 views

Upheal Chart Migration: How to move your client records to Upheal in a few clicks

UphealAI25 days ago

Capabilities

Key features

Mental Health & Therapy Assistant

Offers guided conversations and coping support for everyday mental wellbeing

Healthcare & Medical Assistant

Supports clinical documentation, triage, and health questions with AI assistance

The honest take

What users love & flag

Distinct themes surfaced across 8 reviews from 2 sources — each grounded in real review text, ranked by how often it comes up.

What users love10
AI note accuracy and clinical language quality
Responsive customer service and support team
Time savings on documentation tasks
Integration with Zoom and telehealth platforms
Multiple note template options (SOAP, DAP, GIRP)
Treatment plan generation capabilities
Bilingual support (English/Spanish)
Easy session capture for in-person and virtual sessions
AI assistant for case insights and planning
Continuous product development and feature additions
What users flag8
Reliability issues and technical glitches
Difficulty with family therapy sessions vs couples
Voice differentiation problems with higher-pitched voices
Tutorial and onboarding could be more detailed
Billing transparency and notification issues
iPhone compatibility limitations for some features
Occasional transcript accuracy problems
Time-consuming manual corrections needed

Questions

Frequently asked

What is Upheal?

Upheal is an AI-native Electronic Health Record system specifically designed for mental health professionals. It automates therapy documentation by generating clinical notes in under 60 seconds from session recordings, and includes a complete EHR with scheduling, billing, telehealth, and compliance checking features.

Is Upheal free?

Upheal offers a free plan that includes basic AI notes from past sessions and telehealth calling without AI. The free plan supports AI notes via text-to-note, dictation, and uploads only, and is limited to individual therapy with monthly usage limits on the AI Assistant chat.

How does Upheal generate therapy notes so quickly?

Upheal captures therapy sessions through in-person audio recording, virtual session integration with platforms like Zoom, or manual dictation and uploads. Users select from over 30 note templates including SOAP, DAP, BIRP, GIRP, and EMDR formats, and the AI generates a complete clinical note in under 60 seconds while learning the therapist's writing style over time.

What platforms is Upheal available on?

Upheal is available as a web-based tool and has mobile apps for iOS and Android devices. This allows therapists to access their practice management and documentation tools from desktop computers or mobile devices.

How much does the full EHR version cost?

Upheal offers two full EHR pricing options: a pay-as-you-go plan at $1 per session (ideal for lighter caseloads), and EHR Pro at $99 monthly (best value for fuller caseloads of 14+ sessions per week). Both include unlimited AI progress notes, treatment plans, invoicing, client portal, and scheduling features.

Does Upheal handle insurance billing?

Yes, Upheal includes integrated insurance billing without requiring separate clearinghouse services. Insurance claim submissions cost $0.30 per claim and eligibility checks cost $0.15 per check, with no monthly billing fees for these services.

What types of therapy does Upheal support?

Upheal supports individual, couples, and family therapy with specialized note templates for each modality. The platform offers over 30 different note templates including various therapeutic formats like SOAP, DAP, BIRP, GIRP, and EMDR.

What is the Golden Thread functionality?

The Golden Thread functionality is part of Upheal's treatment plan feature that tracks client progress across sessions. This helps therapists maintain continuity in treatment planning and document therapeutic progress over time in a structured way.

Can Upheal migrate data from other EHR systems?

Yes, Upheal includes AI-powered migration capabilities from other EHR systems like SimplePractice and TherapyNotes. This AI-first design approach distinguishes it from traditional practice management systems that have retrofitted AI features.

More Like This

1
2
...
6
Upheal4.7Freemium
Use Tool