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Upheal: reviews and analysis
AI session notes for psychologists and therapists, with scheduling, telehealth and a client portal.
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Our verdict
Upheal is the AI documentation platform built for mental health: session notes come out in the usual clinical formats (SOAP, DAP and company), with scheduling, built-in telehealth and a client portal in the same place. The free plan includes unlimited notes, and the paid individual tier costs $1 per session capped at $69 a month with a 30-day trial. Serious privacy certifications (HIPAA, GDPR, SOC2), which in this sector are not decoration: they are the entry requirement.
Best for: Psychologists and therapists wanting to leave the session with the note almost done and the practice managed in one platform.
What changed this week
Sweep of
No substantive change from the previous sweep: what we checked this week confirms what was already there.
- no change
- no change
We have tracked it since July 25, 2026: 3 sweeps on record, with the score moving between 4.0 and 4.1. We publish the latest change here; the full series is not published.
What the internet says
This week's sweep finds no dated fact that moves the axes. The $1 per session charge capped at $69 a month, the 30-day trial with no card, and staying on the free plan once it ends are all confirmed again, word for word, on the official pricing page, which also now waives the insurance eligibility check fee until the end of September. Mobile app failures and the lack of write-back into other health records remain the most recurring complaints.
What the web repeats in favour
- Notes come out written and ordered in the usual clinical formats, and therapists say it gives them back their presence in session
- You pay per session, $1 each capped at $69 a month, so a quiet month costs little and a busy one does not spiral
- There is a free plan with no card and a 30-day full trial, and when it ends you can stay on the free plan at no cost
- Serious compliance for health data, with a declared SOC 2 certification and patient consent built into the flow
What the web repeats against
- The mobile app fails: login errors, connection failures and sessions left as anonymous without attaching to the client
- It does not write back into other health records: transfer is still copy and paste or a browser extension, and only on paid plans
- Family therapy is still in early access, and in couples sessions you must confirm by hand who is who before trusting the note
- On top of the per-session price come separate charges: 2.9% plus $0.30 per card payment, and $0.30 per insurance claim. The eligibility check costs $0.15 per lookup, though the official site says it is free until the end of September
- It is built for mental health: other clinical specialties fit worse
Sweep sources: Official pricing · Docs · Docs · App stores · App stores · Press
Pros / Cons
Pros
- Unlimited notes on the free plan
- Standard clinical formats and treatment plans
- Built-in telehealth and scheduling with privacy certifications
Cons
- Mental health focused: other specialties fit worse
- Per-session pricing penalizes high-volume practices
TLDR: Upheal joins what the mental health practice ran in three places: AI-generated session notes in standard clinical formats, scheduling with a client portal and built-in telehealth. The free plan includes unlimited notes, and the paid individual tier costs $1 per session capped at $69 a month with a 30-day trial. Serious privacy certifications, real mental health specialization, and the usual rule: the therapist reviews and signs every note.
What Upheal is and how it works
Upheal is mental health’s specific answer to the documentation problem: the therapist who finishes their day of sessions and starts a second day of notes. The platform captures the session (online through its own telehealth, in person via audio, or from your dictated notes) and generates the note in the clinical formats the sector uses: SOAP, DAP, GIRP, BIRP and variants, plus treatment plan drafts.
The difference with a generalist medical scribe is vocabulary and context: the tool is built for a therapy session’s structure (themes covered, interventions, client response, homework), not a general medical consultation.
Around the notes, the complete platform: scheduling, a client portal with secure messaging, intake forms and integrated video calling with the certifications the sector demands (HIPAA, GDPR, SOC2). Integrated billing is rolling out in phases.
What using it day to day is like
An online session’s flow: the video call runs through Upheal, and on hanging up the note waits in draft with the chosen structure. The therapist reviews it (that step is not optional: it is the professional act), corrects what is needed and signs. What was twenty minutes of drafting per session becomes five of review.
For in-person sessions, audio capture with consent does the same, and for whoever does not want to record sessions there is the middle path: dictating your own notes at the end and letting the platform structure them.
The client’s informed consent is the system’s base: what gets captured, how it is protected and what it is used for gets explained, and acceptance gets documented. The platform facilitates it, and the judgment of when to record and when not remains clinical and the therapist’s.
Price and plans
The free plan includes unlimited AI notes and the compliant telehealth: a starting practice can run without paying. The paid individual plan goes by use: $1 per session capped at $69 a month, with a 30-day no-card trial and a money-back guarantee. For groups and clinics, custom-priced plans with shared templates and team management.
The per-session model is honest with the small practice (you pay what you use) and penalizes high volume, where the monthly cap acts as a ceiling. The math against time: if the manual note costs twenty minutes, the dollar per session pays for itself with margin from the first one.
Who it is for (and who it is not)
It is for psychologists, therapists and mental health practices wanting documentation almost done and management (scheduling, portal, telehealth) in one place with serious certifications. The free plan and the trial make the risk zero.
It is not for other health specialties (its note structure is therapy’s: for general medical consultation, Heidi Health is the piece), nor for anyone seeking a classic multi-specialty clinic manager. And like the whole category, it is not for delegating clinical judgment: it documents, it does not decide.
Alternatives to Upheal
Heidi Health is the generalist medical scribe: consultations in any specialty, custom templates and a free plan with unlimited consults. For the center with mixed specialties, it is the complement or the alternative.
Fireflies covers the practice’s non-clinical documentation (team meetings, supervisions, management) from a free plan: the administrative half that also steals hours.
Verdict
Upheal is the mental health practice’s natural choice: real specialization in therapy’s formats and flow, integrated management that avoids stitching three tools, and a pricing model (unlimited free notes, per-session payment with a cap) that accompanies the practice’s growth instead of front-running it. House rules are the sector’s: informed consent, review and signature of every note, and a validated data circuit. With that in place, it gives the therapist back the part of the craft the notes were eating.
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