Review, documentation-based

Upheal review

Last updated 2026-10-13

71/100 Upheal research score Rank #6 · as of 2026-10-13
How this score works: Upheal 71/100

Five categories, 0 to 20 points each, from public vendor documentation as of 2026-10-13. Unknown items score 0.

Pricing transparency and value20/20

Prices published, free plan or trial, entry price at or under $100/mo, contract terms disclosed (5 points each).

EHR integration depth8/20

Notes delivered into the EHR, Epic integration, another named native integration, in-chart or two-way workflow (5 each).

Privacy and security18/20

BAA publicly documented, SOC 2 Type 2, retention and deletion controls, model training policy (5 each; 3 if de-identified data only).

Specialty and psychiatry fit10/20

Psychiatry or behavioral health support, audio deleted by default, short note retention you set, 42 CFR Part 2 controls (5 each).

Workflow features15/20

Mobile capture, telehealth capture, coding help, patient instructions or letters (5 each).

BAA gate: ranking requires a publicly documented BAA. That gate decides whether a vendor is ranked; it does not add or remove points. (Separately, a documented BAA is one 5-point item under Privacy.) Upheal is ranked #6 among vendors with a documented BAA.

Full methodology

A sourced, documentation-based review from public vendor pages.

Independent research. No paid rankings.
Last checked 2026-10-13

At a glance

Verdict
Upheal is the lowest-cost way in our data to start with AI notes and the clearest all-in-one option for therapists, as long as you are willing to run your practice in its EHR.
Best for
Therapists and small therapy groups who want a free plan or a low-cost all-in-one EHR with AI notes and built-in telehealth.
Skip if
Practices that want to keep their current EHR, or clinicians who want no de-identified data used by default.
Entry price
Free plan; AI Notes $39/mo (source)
BAA
Yes. Published BAA, agreed at signup
Research score
71/100. Upheal is ranked #6 among vendors with a documented BAA.
Last checked
2026-10-13

Visit Upheal pricing (source)No affiliate or paid placement.

What changed
  • 2026-10-13: Added At a glance boxes, score breakdowns, Who it is for and Who should skip lists, this change log, a retention chart, an evidence legend, dated vendor page captures and grouped comparison tables. This layout update itself changed no scores or facts.
  • 2026-10-13: Added JotPsych (75), Mentalyc (75), Upheal (71), Twofold Health (58) and AutoNotes (44), each with a publicly documented BAA, scored from public vendor pages checked 2026-10-13. Methodology now states a specialty-fit tie-break and partial EHR credit (up to 8/20) for all-in-one platforms with their own EHR. Existing vendor scores unchanged; Dragon Copilot, Suki and Abridge move down in rank.

Full history on the corrections page.

Who it is for and who should skip it

Who Upheal is for

  • Therapist who wants to start free: the Free plan covers text-to-note, dictation and uploads for individual therapy.
  • Therapist who wants an all-in-one practice platform: Upheal is a full EHR with scheduling, client portal, billing and telehealth.
  • Telehealth therapist: built-in HIPAA telehealth, a Chrome extension, a Mac app and a Zoom integration are listed.
  • Therapist with couples and family clients: couples and family note types are listed on paid plans.

Who should skip Upheal

  • Practice that wants to keep its current EHR: no outside EHR integration is documented.
  • Clinician who does not want de-identified data used to improve the product: that is the default unless you opt out.
  • 42 CFR Part 2 program: Part 2 specific controls are not publicly documented. Ask vendor.
  • Psychiatric prescriber who needs e-prescribing: none is documented.

Overview

Upheal is an AI-native EHR for therapists. It combines AI progress notes, treatment plans, scheduling, a client portal, billing and built-in telehealth, and can migrate data from SimplePractice, TherapyNotes and other EHRs.

Pricing

Free $0 (text-to-note, dictation and uploads; individual therapy only). AI Notes $39/mo (unlimited AI notes from video, audio, dictation and uploads). EHR $1 per session. EHR Pro $99/mo flat. AI Assistant Pro +$39/mo on AI Notes and EHR. Group practices: per-seat. Claims $0.30 each, eligibility checks $0.15. Documentation reviewed

Free tier or trial: Permanent Free plan plus a free trial on paid plans; 30-day money-back guarantee on paid plans; cancel anytime and move to the Free plan.

Source: Upheal pricing, checked 2026-10-13.

EHR integration depth

Upheal is itself the EHR, so notes are written directly into the chart inside Upheal. It does not document pushing notes into an outside EHR. Under our all-in-one platform rule it receives partial EHR credit (8 of 20).

Listed integrations: Notes live in Upheal's own EHR; data migration from SimplePractice, TherapyNotes and Sessions Health; Google Calendar two-way sync; Zoom integration

Specialty suitability

Templates: Free: SOAP, DAP and Intake. Paid: GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Upheal notes, Psychiatry, Headway-compliant SOAP and Medical notes; 170+ sections and custom AI prompts

Upheal is therapist-first, with a Psychiatry note type and couples and family support. Upheal's documentation says AI drafts progress notes, and that transcripts, recordings and private process notes should be kept separate from progress notes. No e-prescribing or 42 CFR Part 2 specific controls are publicly documented: Ask vendor.

Security and privacy

  • BAA: Yes. Published BAA; covered entities agree to it at signup Documentation reviewed
  • Certifications: SOC 2 Type II Vendor-reported
  • Retention: Audio deleted by default once notes are generated; it can be kept only with client consent. Transcripts, notes and insights can be deleted anytime Documentation reviewed
  • Model training: De-identified data helps improve Upheal unless you opt out; the privacy page says sessions are not used for training without explicit permission Vendor-reported
Bar chart of documented data retention in days: Freed 30, Heidi 1 to 90 configurable, Nabla 14, Dragon Copilot up to 90, Tali AI not stored beyond the conversation, Abridge Ask vendor.
Drawn only from documented values. Sources: Freed privacy, Heidi privacy policy, Nabla retention article, Microsoft licensing guidance; Tali and Abridge per the privacy by vendor section. Gray = no number published. Checked 2026-10-12 and 2026-10-13.

Workflow and UX

Sessions can be captured in person in the browser or mobile app, through Upheal telehealth, the Chrome extension, the Mac app or Zoom, or from uploads and dictation. Notes, treatment plans and a compliance checker sit in the same EHR, and client-friendly post-session summaries can be shared.

Full fact table

Legend: green Documentation reviewed, blue Vendor-reported, amber Third-party sourced, red Ask vendor.
FeatureUpheal
Pricing tiers (exact, as published)Free $0 (text-to-note, dictation and uploads; individual therapy only). AI Notes $39/mo (unlimited AI notes from video, audio, dictation and uploads). EHR $1 per session. EHR Pro $99/mo flat. AI Assistant Pro +$39/mo on AI Notes and EHR. Group practices: per-seat. Claims $0.30 each, eligibility checks $0.15. Documentation reviewed
Free tier / trialPermanent Free plan plus a free trial on paid plans; 30-day money-back guarantee on paid plans; cancel anytime and move to the Free plan. Documentation reviewed
BAAYes. Published BAA, agreed at signup Documentation reviewed
EHR integrationsNotes live in Upheal's own EHR; data migration from SimplePractice, TherapyNotes and Sessions Health; Google Calendar two-way sync; Zoom integration Documentation reviewed
PlatformsiPhone, iPad, Android and Mac apps plus browser Documentation reviewed
In-person, telehealthIn-person and telehealth; built-in video, Chrome extension, Mac app and Zoom integration Documentation reviewed
Specialties and templatesFree: SOAP, DAP and Intake. Paid: GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Upheal notes, Psychiatry, Headway-compliant SOAP and Medical notes; 170+ sections and custom AI prompts Documentation reviewed
Psychotherapy notesGuidance published: keep transcripts, recordings and process notes separate from progress notes Documentation reviewed
Research score71/100, rank #6 among vendors with a documented BAA Documentation reviewed

Pros and cons

Pros

  • Only permanent free plan in this group
  • Full EHR, telehealth and billing in one product
  • Audio deleted by default
  • Published guidance on psychotherapy notes versus progress notes

Cons

  • No outside EHR integration documented
  • De-identified data used by default unless you opt out
  • No coding help documented in our scoring
  • No e-prescribing documented

Alternatives

Methodology

Facts come from Upheal's official pricing, security, trust, legal and help pages, checked 2026-10-13. BAA availability is an eligibility gate, not a score input. Read the full methodology and editorial policy.

Bottom line

Upheal is the lowest-cost way in our data to start with AI notes and the clearest all-in-one option for therapists, as long as you are willing to run your practice in its EHR.

Visit Upheal pricing (source)No affiliate or paid placement.

Evaluating Upheal in a demo? Use the free vendor evaluation scorecard (printable, PDF) to compare up to 3 vendors.

Sources and last checked

Who curates this site

Curated by a practicing, board-certified psychiatrist, not named to avoid conflicts. From the site data: 14 vendors tracked, 93 distinct external source pages linked, last full re-check of vendor facts 2026-10-13. How we work · Editorial policy.

Get The Behavioral Health AI Brief

One short, sourced email a week: what changed in AI scribe pricing, privacy terms, and features. Free, unsubscribe anytime.

Compare: Best AI scribes for psychiatric prescribers