Upheal review (2026): is the free plan enough?
AI therapy notes, with an optional full practice EHR
Black Friday: is there a Upheal sale?
Upheal report card
Good · out of 4.0 · graded Nov 12, 2026
Best for AI therapy notes with an optional EHR
Upheal writes therapy notes from video, audio, dictation or uploads, with an optional full EHR. The free plan covers basic notes for individual therapy only, AI notes are $39 a month, and the EHR adds per-claim and per-payment fees. Group practices have no published figures.
Who Upheal is for
- Fits if you see individual clients and want free basic notes
- Works for a solo therapist who may later move to the EHR
Who Upheal is not for
- 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
Why Upheal gets a 2.8
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- CValue for moneyAI notes are $39 a month flat, the middle of the therapy-clinics range. The EHR is $1 a session or $99 flat.
- BFree plan and trialA free plan with basic notes for individual therapy and a capped AI assistant, plus a card-free trial on paid plans.
- BFeaturesNotes, treatment plans, telehealth, and an EHR with billing and portal. Group practices are not priced.
- CEase of useNo store rating on record. You set up templates and connect Zoom or Google Calendar.
- APlatforms and integrationsWeb, Mac, iPhone and Android with Zoom and Google Calendar.
What these grades rest on. Graded from this listing, whose facts were read from Upheal's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
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<a href="https://toolgpa.com/tools/upheal#review"><img src="https://toolgpa.com/badge/upheal.svg" alt="Upheal: 2.8 GPA on ToolGPA" width="196" height="56"></a>Where Upheal stands among therapy and clinic software
Upheal's GPA of 2.8 is higher than 36 of the 38 other therapy and clinic software we grade, and level with 1.
It stands best on platforms and integrations (A, above 37 of 38) and worst on ease of use (C, above 0).
Its paid plans start at $39 a month, against a middle price of $39 for the category: 13 of the 26 others that charge start lower.
On features, ease of use and platforms it scores 3.0 out of 4, and no tool on the category's chart scores higher without costing more.
Each grade against the category
Every bar is all 39 therapy and clinic software we grade, cut by the letter each got. Upheal’s own letter is outlined.
- CValue for moneyAbove 9 of 38, level with 22
- BFree plan and trialAbove 35 of 38, level with 2
- BFeaturesAbove 18 of 38, level with 20
- CEase of useAbove 0 of 38, level with 37
- APlatforms and integrationsAbove 37 of 38, level with 1
Price against what you get
Each dot is one of 27 therapy and clinic software. Further left costs less, and higher up scores better on features, ease of use and platforms. Point at a dot to see which tool it is.
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
Keep Upheal, or make your own?
Keep it
To replace Upheal you would be making video sessions that meet health privacy rules. That is not a weekend's work, with an AI app builder or without one.
It is one of the better ones too: its GPA of 2.8 is higher than 36 of the 38 other therapy and clinic software we grade. It costs $468 a year.
What you could make
- Clinical notes and appointment booking: an app builder makes these well.
What you could not
- Video sessions that meet health privacy rules.
- Insurance claims sent to payers through a clearinghouse.
- Speech turned into text you can trust.
- Apps for macOS, iOS and Android that stay in step with each other.
- AI features, unless you pay a model provider for each request yourself.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Upheal’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Upheal?
Upheal started as an AI note taker for therapists and now also sells a full practice EHR with scheduling, billing and a client portal. It writes notes from recorded, dictated or uploaded sessions, and has its own telehealth calling. Pricing is a flat monthly fee for notes, or a per-session fee for the EHR.
Worth knowing
- 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
- 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.
Upheal pricing
As of Nov 12, 2026, Upheal has a free plan, and paid plans start at $39 per month for AI notes.
- Starts at
- $39 per month for AI notes
- Free plan
- Basic AI notes from text, dictation or uploads for individual therapy only, plus telehealth calls without AI.
- Free trial
- Free trial on paid plans, no credit card required
| Plan | Price | What you get |
|---|---|---|
| Free | $0 | Basic notes via text, dictation and uploads, individual therapy only, with a monthly cap on the AI Assistant. |
| AI notes | $39per month, flat fee | Unlimited AI notes from video, audio, dictation and uploads, treatment plans and built-in telehealth. |
| EHR | $1per session, pay as you go | Full EHR with AI notes, invoicing, superbills, insurance billing, client portal and scheduling. |
| EHR Pro | $99per month, flat fee | The EHR with an unlimited AI Assistant included; the page says it saves money past 14 sessions a week. |
Read from upheal.io on Nov 12, 2026. Prices change, so confirm with Upheal before you buy.
Ways to pay less
- EducationStudent 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.
Stated on upheal.io
Works with
Upheal alternatives
- Upheal vs Mentalyc
Free trial · from $14.99/mo
- Upheal vs Blueprint
Free trial · from $0.99
- Upheal vs SimplePractice
Free trial · from $49/mo
- Upheal vs Sessions Health
Free plan · from $39/mo
- Upheal vs Freed
Free trial · from $39/mo
Common questions
Does Upheal have a Windows app?
No Windows app was listed when its pages were read on Nov 12, 2026. Upheal is listed for Web, macOS, iOS and Android.
Does Upheal have a Linux app?
No Linux app was listed when its pages were read on Nov 12, 2026. Upheal is listed for Web, macOS, iOS and Android.
Is Upheal open source?
Upheal is not described as open source on its own site, as read on Nov 12, 2026.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 12, 2026.