Upheal AI Notes

What it does

Upheal AI Notes takes in a therapy session, recorded in person or online, or dictated afterward, and produces a draft progress note in about 60 seconds. Therapists can choose from 30+ templates, including SOAP, DAP, GIRP, BIRP and EMDR formats, or upload a past note so the tool matches their writing style. A compliance checker flags missing elements before signing.

Most people use it as a documentation layer alongside the EHR they already have: the therapist reviews and signs the note, then pastes it into that system, or uses a browser extension for one-click entry. Upheal also offers treatment plans generated from past sessions, session summaries, and a full EHR for practices that want scheduling, billing and a client portal in one place.

Upheal suits individual therapists and group practices that spend significant time on documentation. A free plan covers basic AI notes from past sessions, while AI Notes is $39 per month for unlimited AI notes through live capture. The site states HIPAA compliance and a SOC 2 Type II audit. Clinicians review and sign every note before it is saved.

What it can do

• Generates progress notes from in-person or virtual session capture, or from dictation and text
• Offers 30+ note templates and custom templates built from 170 clinical sections
• Produces AI treatment plans from past sessions that update as clients progress
• Includes a compliance checker that flags missing documentation elements before signing
• Provides an AI Assistant for editing notes, drafting client summaries and handling admin tasks (Pro add-on)

Works with

• Browser extension for one-click note entry into the user's existing EHR

Before you choose

• Notes are drafts that the clinician reviews, edits and signs before saving
• Live session capture, all templates and treatment plans require AI Notes or a paid EHR plan; the free plan is limited to basic AI notes from past sessions
• Pricing per session on Pay-as-you-go and Managed Billing fees apply separately from the software subscription

Listed under

• Healthcare
• Scribes and documentation
• AI notes
• Billing
• Ehr
• Mental health
• Progress notes
• Scheduling

Get started

Sign up for the free plan or start a free trial; no credit card required for trial.

1. Create an account via the sign-up page and choose a free plan or trial
2. Select a note template (for example SOAP or DAP) or upload a past note so Upheal can match your style
3. Capture a session in person or online, or dictate a summary, then review and sign the generated note

AI Notes is a flat monthly fee for unlimited sessions. Pay-as-you-go EHR is charged per session plus card processing (2.9% + $0.30) and $0.30 per claim submission and $0.15 per eligibility check. EHR Pro is a flat $99/month including AI Assistant Pro. Managed Billing is 5.9% of collections (4.9% at $25,000+ monthly insurance payments through Upheal).

Source: upheal.io, checked 29 Oct 2026. Prices can change; check before you buy.

Sources for this overview

Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.

• Upheal | AI for Therapists: Therapy Notes, EHR & Billing ↗www.upheal.io
• AI clinical notes: Save 6 Hours a Week on Documentation | Upheal ↗www.upheal.io
• Mental Health Treatment Plan Software | Built Into Your EHR | Upheal ↗www.upheal.io
• Managed insurance billing for therapists | Upheal ↗www.upheal.io
• Documentation | Upheal ↗www.upheal.io

Company website

upheal.io: product, pricing and policy pages

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Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.