Heidi Health vs Upheal (2026): which should you pick?
As of Nov 12, 2026, Upheal grades higher than Heidi Health: 2.8 against 2.4 out of 4.0.
Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA
Upheal grades higher on value for money and features. They get the same grade on the free plan, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Heidi Health
AI medical scribe that writes clinical notes from visits
Upheal
AI therapy notes, with an optional full practice EHR
Which one is for you
Pick Heidi Health if
- Fits if you are one clinician who wants free note drafting
- Works for a practice that already has an EHR and needs the notes written
Look elsewhere if
- Not for you if you need scheduling, billing or client records, as it drafts notes only
- Pricey if you want custom templates or Routines: Clinician is $110 a month billed yearly
- Watch out: agent and Routine features use a monthly allowance, and a Max seat costs more
- Skip it if you want EHR integration, shared templates or SSO, which are Teams-only
- Watch out: the page shows Clinician pricing in the viewer's currency, and $110 is the US view
Pick Upheal if
- Fits if you see individual clients and want free basic notes
- Works for a solo therapist who may later move to the EHR
Look elsewhere if
- Tight if you stay free: individual therapy only, with a capped AI assistant
- Watch out: EHR fees are $0.30 per claim, $0.15 per eligibility check and 2.9% + $0.30 per payment
- Pricey if you use the AI Assistant a lot, as it is capped monthly unless you add Assistant Pro
- Skip it if you run a group practice and want a price, as the page gives no figures
How we grade them
| 2.4GPAHeidi HealthFair | 2.8GPAUphealGood | |
|---|---|---|
| Value for money | DClinician is $110 a user a month billed yearly ($150 monthly), which is above the $79 line for the dearest tenth of therapy-clinics tools. | CAI notes are $39 a month flat, the middle of the therapy-clinics range. The EHR is $1 a session or $99 flat. |
| Free plan and trial | BFree for one seat with unlimited ambient notes and standard templates, plus a 14-day Clinician trial. Agents and evidence answers are limited on free. | BA free plan with basic notes for individual therapy and a capped AI assistant, plus a card-free trial on paid plans. |
| Features | CNotes, templates, evidence answers and routines. It drafts notes only, so it is a smaller job than an EHR. | BNotes, treatment plans, telehealth, and an EHR with billing and portal. Group practices are not priced. |
| Ease of use | CNo store rating on record. You install the app, pick templates and link your EHR. | CNo store rating on record. You set up templates and connect Zoom or Google Calendar. |
| Platforms and integrations | AWeb, Mac, Windows, iPhone and Android with Epic, Cerner, athenahealth and more. | AWeb, Mac, iPhone and Android with Zoom and Google Calendar. |
| Best for | an AI scribe that writes visit notes | AI therapy notes with an optional EHR |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Heidi Health and Upheal. How we grade
Price against what you get
Heidi Health starts at $110 a month for each person and scores 2.7 out of 4 on features, ease of use and platforms. Upheal starts at $39 a month and scores 3.0.
Upheal scores higher and starts $71 a month lower. Of the other therapy and clinic software on the chart, 2 score higher than Heidi Health for less, and none scores higher than Upheal for less.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Where they differ
- Heidi Health also covers dictation and templates.
- Upheal also covers insurance billing, telehealth and appointment booking.
At a glance
| Heidi Health | Upheal | |
|---|---|---|
| Pricing | Free plan | Free plan |
| Starts at | $110 per user / month, billed annually ($150 billed monthly) | $39 per month for AI notes |
| Free plan | Unlimited ambient AI documentation and clinical answers with citations, with a small weekly usage allowance for agents. | Basic AI notes from text, dictation or uploads for individual therapy only, plus telehealth calls without AI. |
| Free trial | 14-day free trial of the Clinician plan | Free trial on paid plans, no credit card required |
| Web | ||
| macOS | ||
| Windows | ||
| iOS | ||
| Android | ||
| Made by | Heidi | Upheal |
| Price read from | heidihealth.com | upheal.io |
| Checked | Nov 12, 2026 | Nov 12, 2026 |
Worth knowing
Heidi Health
- It drafts notes and documents; it is not a scheduling, billing or client-records system.
- Agent and Routine features use a monthly allowance per seat, and the Max seat (five times the usage) costs more than Standard.
- EHR integration, shared templates, SSO and team controls are limited to the custom-priced Teams plan.
- The page shows Clinician pricing in the currency of the viewer's region; the $110 figure is the US dollar view.
Upheal
- The free plan covers individual therapy only and has a limited AI note feature set.
- The EHR plans charge $0.30 per insurance claim, $0.15 per eligibility check and 2.9% + $0.30 per online payment.
- Group practices are priced per seat for notes or per session for the EHR; the page gives no figures for them.
- The AI Assistant is capped each month unless you pay for Assistant Pro.
Key features
Heidi Health
- Ambient documentation
- Heidi listens to a consultation and drafts structured notes and documents from it, with unlimited transcription on the free plan.
- Templates
- Standard templates come on every plan; custom templates and team template sharing need paid plans.
- Clinical evidence answers
- Answers to clinical questions with citations to sources, limited on Free and expanded on paid plans with peer-reviewed journal search.
- Agents and Routines
- Paid plans add Routines for pre-charting, billing code support and other admin tasks, all drawn from a monthly usage allowance per seat.
- Desktop app
- Heidi Desktop lets clinicians dictate anywhere on screen and capture telehealth audio directly from the call.
- EHR integrations
- The integrations page lists Epic, Oracle Cerner, athenahealth, eClinicalWorks and AlayaCare among others, which write finished notes back to the chart.
Upheal
- AI notes from many inputs
- Notes come from live video, audio, dictation, typed summaries or uploads, in SOAP, DAP, BIRP, EMDR and other templates.
- Treatment plans with Golden Thread
- Generates treatment plans and tracks client progress from one session to the next. Included on the paid AI notes plan and the EHR plans.
- Built-in telehealth
- Its own video platform, with automated notes afterward. Zoom sessions and other calling tools can also be captured.
- EHR with billing
- Invoices, superbills, online payments, insurance claims and eligibility checks, plus a client portal with scheduling, messaging and forms.
- AI Assistant
- A chat assistant with a monthly usage limit on every plan. AI Assistant Pro is a $39 a month add-on that removes the limit and adds session prep.
- Migration help
- Upheal says it can move clients and files over from another EHR, and runs a weekly live webinar on migrating.
Plans
Heidi Health
Free$0
Unlimited ambient documentation, standard templates, dictation and limited-use evidence answers for one seat.
Clinician$110
per user / month, billed annually ($150 billed monthly)
Adds custom templates, Routines for pre-charting and coding help, and evidence in visits; Max seats cost more.
TeamsCustom
For practices and health systems: shared templates, EHR integration, team controls and optional SSO.
Upheal
Free$0
Basic notes via text, dictation and uploads, individual therapy only, with a monthly cap on the AI Assistant.
AI notes$39
per month, flat fee
Unlimited AI notes from video, audio, dictation and uploads, treatment plans and built-in telehealth.
EHR$1
per session, pay as you go
Full EHR with AI notes, invoicing, superbills, insurance billing, client portal and scheduling.
EHR Pro$99
per month, flat fee
The EHR with an unlimited AI Assistant included; the page says it saves money past 14 sessions a week.
Ways to pay less
Heidi Health
- Education
Free Clinician plan for trainees
Trainees who verify their student status get the Clinician plan free.
- Annual discount
Annual billing saves $480 per seat
Clinician billed annually is $110 a month per user against $150 billed monthly, a stated saving of $480 a year.
Upheal
- Education
Student and non-profit discount
The pricing page lists a student and non-profit discount alongside a 30-day money-back guarantee; it does not state the amount.
Common questions
Which is cheaper, Heidi Health or Upheal?
As of Nov 12, 2026, Heidi Health starts at $110 per user / month, billed annually ($150 billed monthly), and Upheal starts at $39 per month for AI notes. One is priced for each person and the other is not, so which costs less depends on how many of you use it.
Which has a free plan, Heidi Health or Upheal?
As of Nov 12, 2026, both Heidi Health and Upheal have a free plan.
Which platforms do Heidi Health and Upheal run on?
As of Nov 12, 2026, only Heidi Health lists a Windows app. Both list a web app and macOS, iOS and Android apps. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.