Overview
Upheal is an AI-native Electronic Health Record (EHR) system specifically designed for mental health providers. It aims to automate and streamline various aspects of practice management, from clinical documentation to administrative tasks. The platform's core functionality revolves around its AI progress notes, which can be generated in under 60 seconds after a session. Users can capture in-person or virtual sessions, dictate summaries, or upload text, then select from over 30 therapeutic and psychiatric note templates. The AI learns the user's writing style and includes a built-in compliance checker to ensure notes meet payer requirements before signing.
Comprehensive Practice Management
Beyond notes, Upheal offers a comprehensive suite of EHR features. This includes intelligent scheduling to manage appointments, digital practice forms for client intake, and a self-serve client portal. Secure, HIPAA-compliant messaging and telehealth video calls are integrated, allowing for seamless client communication and virtual sessions. The platform also handles client payments and insurance billing, automating eligibility checks, claims submission, and payment matching.
AI Assistant and Data Security
An AI Assistant, currently in beta, acts as a conversational co-pilot, capable of answering clinical questions, looking up client information, assisting with scheduling, and drafting messages. For practices transitioning from other systems, Upheal provides an AI-powered migration tool for SimplePractice users and import tools for other EHRs. The system is built with robust security and privacy measures, adhering to HIPAA, PHIPA, PIPEDA, and GDPR compliance, and is SOC 2 Type II certified, ensuring data encryption and secure consent collection.
Key features
- AI progress notes generation
- AI Assistant for practice tasks
- AI treatment plan creation
- Integrated compliance checker
- Intelligent scheduling and client portal
- HIPAA-compliant telehealth
- Automated insurance billing
- Mobile and desktop applications
Who uses it
Mental health providers, including individual therapists, group practices, and virtual providers.
Pros
- Automates therapy note generation in seconds, saving significant time.
- Offers a comprehensive EHR replacement with scheduling, billing, and telehealth.
- Includes an AI Assistant for various practice management tasks.
- HIPAA, PHIPA, PIPEDA & GDPR compliant with SOC 2 Type II certification.
- Provides a free plan with unlimited notes and HIPAA-compliant telehealth.
Cons
- Advanced features like full-service billing and open API are limited to higher-tier plans.
- The AI Assistant is currently in beta, indicating potential for ongoing development.
- Pricing is usage-based ($1/session) which might be less predictable for some practices.
- Migration tools are specifically highlighted for SimplePractice, implying other EHR migrations might require more manual effort.
Our take
Upheal offers a specialized AI-native EHR system designed to reduce administrative burden for mental health professionals. Its integrated features aim to improve efficiency in documentation, scheduling, and client management.
Website Analytics
Traffic and engagement estimates for Upheal. Updated Aug 5, 2026.
Monthly visits
350.1K
Estimated monthly website traffic
Growth
+15.1K
Month-over-month change
Growth rate
+4.5%
Relative monthly change
Bounce rate
14.0%
Estimated bounce rate
Visit history
Engagement
- Avg visit duration
- 5m 16s
- Pages per visit
- 7.7
Traffic sources
- Direct77.5%
- Referrals9.3%
- Search Organic5.3%
- Mail4.8%
- Search Paid1.5%
- Gen Ai0.7%
- Social Organic0.6%
- Display Ads0.3%
- Social Paid0.0%
Top countries
- United States of America89.4%
- Puerto Rico3.3%
- Canada2.0%
- United Kingdom of Great Britain and Northern Ireland1.4%
- Nigeria73.8%
Figures are third-party estimates and may differ from actual site analytics.
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