Upheal review
AI documentation and practice management, with a free plan and usage-based pricing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Upheal brings AI-assisted clinical documentation and practice management together for therapists and other mental health professionals. It can generate editable notes from captured sessions, uploaded recordings, or written and dictated observations, with preset and customizable templates. Notes can connect to treatment plans through Golden Thread. The broader toolkit serves clinicians who want more than note generation, including scheduling, client self-scheduling, forms, a client portal, telehealth, and billing. Web, macOS, iOS, Android, and a Chrome extension cover several ways to access the service.
The published plans show a Free tier at $0 per month with unlimited AI session notes from text, dictation, and uploaded recordings, plus a calendar and secure telehealth calls. The Individual usage-based plan costs $1 per session, billed monthly, with paid usage capped at $69 per month; it includes all clinical and practice features and a 30-day full trial. AI Assistant Pro+ costs $39 per month for unlimited AI Assistant chat and automated jobs. A 30-day trial is available without a credit card. This pricing gives clinicians a no-cost starting point and a session-based option, while Pro+ focuses specifically on additional AI assistance.
Beyond notes, Upheal includes transcription and session analytics such as speaker ratio and speech cadence, AI compliance checking, and HIPAA-compliant telehealth. Its portal supports scheduling, forms, shared summaries, and messaging; billing features include invoicing, online payments, superbills, and insurance billing. Google Calendar and Zoom are listed integrations. This breadth may suit clinicians looking to consolidate documentation and routine practice workflows, while someone seeking only a narrowly focused note tool may find the larger feature set unnecessary. Solo clinicians can start with the free tier; those needing all clinical and practice features can consider Individual, and teams with broader needs can assess the group and enterprise options.
Upheal pros and cons
- Where it wins
- Creates editable notes from sessions, recordings, dictation, or written observations
- Combines treatment plans, compliance checks, scheduling, portal, telehealth, and billing
- Free plan includes unlimited AI notes, calendar, and secure telehealth calls
- Where it doesn't
- The free plan highlights notes, calendar, and telehealth rather than all practice features
- The $1-per-session plan is usage-based, which may make monthly costs less predictable
- AI Assistant Pro+ adds chat and automated jobs, not a replacement for practice workflows
Upheal fact sheet, pricing and score →
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