Upheal Product Information

Upheal | AI Progress Notes for Mental Health Professionals is an AI-powered notes platform designed for therapists, psychiatrists, and coaches to automatically generate clinical progress notes, treatment plans, and session analytics. It aims to save time, keep clinicians present with clients, and integrate seamlessly with EHRs and telehealth solutions. The system highlights privacy, HIPAA compliance, multi-language support, and flexible templates tailored to mental health practice needs.


How Upheal Works

  1. Capture sessions: Record or conduct sessions in-person, via telehealth, or through the Upheal app.
  2. Choose note type: Select from multiple progress note templates (individual or couples; psychiatry notes available).
  3. AI note generation: Upheal processes the session to draft notes and provide AI insights.
  4. Review & edit: Review the generated notes, make edits as needed, and access additional data in Session Analytics.
  5. Copy to EHR: Copy notes into your EHR via the browser extension, enabling a streamlined workflow.

Core Features

  • AI-generated progress notes tailored for therapists, psychiatrists, and coaches
  • Custom template editor to create note templates that fit your practice
  • AI-generated treatment plans with SMART goals
  • Session analytics to uncover insights and track progress
  • Scheduling that syncs with your EHR and calendars
  • Multi-language support (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi)
  • HIPAA compliant and SOC 2 Type II certified; GDPR/PHIPA/PIPEDA compliance as applicable
  • Works with any EHR or telehealth platform via browser extension
  • Secure, private data handling with client consent and data governance options
  • Billing and ICD-10-CM code support for easier documentation

Why Use Upheal

  • Save time: AI notes can speed up documentation by up to 90%, freeing time for client interaction.
  • Stay present: Clinicians can focus more on the client, with notes generated in the background.
  • Flexible deployment: Works with in-person, online, and mixed modalities; integrates with existing workflows.
  • Privacy-first: Strong security and privacy practices, including data deletion of raw audio by default and client consent controls.

Safety & Privacy Considerations

  • Upheal emphasizes HIPAA, GDPR, and related privacy standards; patient data handling follows strict security practices.
  • Client consent forms are available, and clients can opt in or out of data sharing for model improvements.
  • The platform does not create an AI therapist; it supports clinicians by automating documentation and insights.

Plans & Pricing (High-Level)

  • Free plan available with unlimited notes and basic functionality.
  • Starter plan with more templates and AI edits.
  • Premium plan adds advanced notes, treatment plans, and AI analytics.
  • Team pricing for practice-wide deployments with management features.
  • Plans support integration with EHRs and telehealth platforms; trial periods available.

Who It’s For

  • Individual providers (therapists, psychiatrists, coaches)
  • Group practices needing scalable note-taking and analytics
  • Virtual care providers seeking streamlined documentation and analytics

Resources & Support

  • Documentation on AI progress notes, intake templates, and SOAP/DAP/GIRP/BIRP templates
  • Support and blog resources with mental health care insights
  • Client consent templates and data privacy information

How to Get Started

  • Sign up for a plan and connect your EHR/telehealth platform
  • Start capturing sessions and generate AI notes
  • Customize templates and treatment plans to fit your practice
  • Use Session Analytics to monitor progress and outcomes

What’s Included in Pricing (Examples)

  • Free: 0 USD/month, unlimited notes, no credit card required
  • Starter: baseline features plus additional note types and templates
  • Premium: all note types, SMART treatment plans, and advanced edits
  • Team: multi-provider management and collaboration features

Quick Reference

  • AI Progress Notes for Mental Health Professionals
  • Customizable templates and SMART treatment plans
  • Multi-language support
  • HIPAA, GDPR, SOC 2 Type II compliant
  • EHR and telehealth integrations