Clinical systems · Behavioral health AI notes & EHR
Upheal
Upheal makes AI software that drafts therapy progress notes and treatment plans from sessions and offers a full EHR for mental health practices with scheduling, telehealth, payments, and insurance billing.
Strong fit
- Solo therapists and small group practices that want AI notes at a flat, published price
- Practices that want notes, scheduling, payments, and insurance claims in one EHR
- Clinicians who see clients over telehealth and want sessions captured automatically
Weak fit
- Inpatient, residential, or addiction treatment programs that need facility features
- Large organizations that need deep customization and reporting
- Clients who will not agree to sessions being recorded or summarized
Bottom line
Upheal makes AI software that turns therapy sessions into progress notes and treatment plans, and it offers a full EHR for mental health practices with scheduling, telehealth, payments, and insurance billing. Its prices are published, from a free plan to a flat monthly fee. It fits solo therapists and group practices that want documentation time cut without a long setup.
Score breakdown
Weights: Outcomes 35% · Product 30% · Implementation 20% · Pricing clarity 15%.
Juraj Chrappa, a former product director at the software company Productboard, founded Upheal in 2021 with Martin Horváth after spending more than a year interviewing mental health professionals.
Upheal captures a session by video, audio, dictation, or upload. It drafts a progress note, a treatment plan written to meet insurance requirements, and a Golden Thread view that tracks each client's progress from session to session.
Clinicians build templates from more than 170 preset note sections. The EHR adds scheduling, a client portal, telehealth, invoicing and superbills, insurance claims and eligibility checks, and an AI Assistant that preps the clinician before each session.
Upheal deletes recordings by default and is HIPAA compliant with SOC 2 Type 2 audits.
Headline led a $10 million Series A in November 2024, with Credo Ventures and Kaya Ventures taking part, for $14.35 million in total funding.
The number of providers using Upheal nearly tripled in the months after its seed round. More than 36,000 mental health professionals had access to it by late 2024, most of them in the United States.
Cartwheel, a mental health care provider, cut documentation time from 15 minutes to 7 minutes per session, and Alliance Family Services cut its paperwork from 15 hours to 2.
Compare Blueprint when a therapist wants AI notes priced per session with measurement tools.
Valant or ICANotes fit a larger outpatient group that needs a long-established behavioral health EHR. Kipu Health or Sunwave fit buyers who run addiction treatment or residential programs.
Competitor landscape
| Vendor | Overall | Ease of implementation |
|---|---|---|
| Upheal | 8.1 | 8.4 |
| Blueprint | 8.0 | 8.2 |
| Osmind | 7.9 | 7.3 |
| ICANotes | 7.6 | 7.3 |
| Valant | 7.5 | 7.6 |
| Kipu Health | 7.4 | 7.1 |
| Sunwave | 6.9 | 6.6 |
| Alleva | 6.8 | 6.9 |
Pricing
| Item | Detail |
|---|---|
| Model | Published monthly plans per clinician. AI Notes costs $39 a month with unlimited sessions. The full EHR costs $1 per session, or $99 a month flat for EHR Pro. |
| What usually drives cost | Number of clinicians, session volume, the AI Assistant Pro add-on at $39 a month, insurance claims at $0.30 each, eligibility checks at $0.15 each, and card payments at 2.9% plus $0.30. |
| What to ask before you buy | Which plan fits your caseload, how team seats and single sign-on are billed for groups, and how your records move if you leave. |
| Published pricing | Yes. A free plan, AI Notes at $39 a month, the EHR at $1 per session, and EHR Pro at $99 a month. |
Prerequisites for purchase
| Need | Why it matters |
|---|---|
| What you need to get Upheal to function | |
| Clinician or practice owner who sets templates | Notes should match your style. |
| Client consent to record sessions | Recording needs agreement. |
| Calendar and payment setup | Scheduling and billing run in Upheal. |
| Payer enrollment for insurance billing | Claims need it. |
| Data export from the current EHR | Moves client records. |
| What will maximize your value | |
| Use treatment plans and the Golden Thread | Supports insurance documentation. |
| Turn on session prep | Saves time before each visit. |
| Run claims and eligibility in the same system | Cuts double entry. |
| Deal-breakers | |
| Clients who refuse recording or dictation | |
| Inpatient or residential care needs | |
| No owner for practice setup | |
Value creation time frame
| # | Stage | Typical range |
|---|---|---|
| 1 | Sign up and set templates | 1-2 days |
| 2 | First notes and scheduling live | 1-2 weeks |
| 3 | Billing and full EHR move | 1-2 months |
Leadership
Methodology
| Weight | Factor | What it measures |
|---|---|---|
| 35% | Customer outcomes | Whether buyers get measurable operational or clinical-workflow results after go-live |
| 30% | Product | Capability depth, reliability, and fit for the job the category buys |
| 20% | Implementation | How hard it is to stand up, integrate, train, and stabilize |
| 15% | Pricing clarity | Whether a buyer can model total cost without a mystery quote |
| Label | Meaning |
|---|---|
| Highly recommend | Strong outcomes and product with manageable caveats |
| Recommend | Solid fit for the right buyer; know the tradeoffs |
| Conditional | Only with a specific use case or heavy caveats |
| Not recommended | Avoid for most buyers in this category |
Read our full methodology for how we weight scores and assign recommend labels.