# Upheal review (2026): is the free plan enough? > AI therapy notes, with an optional full practice EHR Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. 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. - **Category:** Therapy & Clinic Software - **Made by:** Upheal - **Website:** https://www.upheal.io - **Runs on:** Web, macOS, iOS, Android - **Who should skip it:** Tight if you stay free: individual therapy only, with a capped AI assistant. - **Facts last checked:** Nov 12, 2026 ## Pricing As of Nov 12, 2026, Upheal has a free plan, and paid plans start at $39 per month for AI notes. - **Pricing model:** Free plan - **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 | $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. | Read from https://www.upheal.io/pricing on Nov 12, 2026. Prices change, so confirm with Upheal before buying. ## Ways to pay less - **Student and non-profit discount** (Education): The pricing page lists a student and non-profit discount alongside a 30-day money-back guarantee; it does not state the amount. Source: https://www.upheal.io/pricing ## 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. ## Good for - Therapists who want AI notes without changing their EHR - Solo clinicians who would rather pay per session than a monthly fee - Practices that want notes, billing and telehealth in one product ## 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. ## ToolGPA grades **GPA: 2.8 out of 4**, graded Nov 12, 2026. 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. - **Value for money: C.** AI 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: B.** A free plan with basic notes for individual therapy and a capped AI assistant, plus a card-free trial on paid plans. - **Features: B.** Notes, treatment plans, telehealth, and an EHR with billing and portal. Group practices are not priced. - **Ease of use: C.** No store rating on record. You set up templates and connect Zoom or Google Calendar. - **Platforms and integrations: A.** Web, Mac, iPhone and Android with Zoom and Google Calendar. These are ToolGPA's own grades. 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. ## Where it 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. The category's chart of price against score: https://toolgpa.com/charts/therapy-clinics ## Keep it, 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. - You could make: Clinical notes and appointment booking: an app builder makes these well. - You could not: Video sessions that meet health privacy rules. - You could not: Insurance claims sent to payers through a clearinghouse. - You could not: Speech turned into text you can trust. - You could not: Apps for macOS, iOS and Android that stay in step with each other. - You could not: AI features, unless you pay a model provider for each request yourself. - You could not: The depth: we grade its features B, which means it covers the whole job. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Zoom, Google Calendar **Tags:** Clinical notes, AI features, Transcription, Telehealth, Insurance billing, Appointment booking ## Alternatives - [Mentalyc](https://toolgpa.com/tools/mentalyc): AI session notes and treatment plans for therapists. [Compare](https://toolgpa.com/compare/mentalyc-vs-upheal) - [Blueprint](https://toolgpa.com/tools/blueprint): AI notes and an all-in-one EHR for therapists. [Compare](https://toolgpa.com/compare/blueprint-vs-upheal) - [SimplePractice](https://toolgpa.com/tools/simplepractice): Practice management and EHR for private-practice therapists. [Compare](https://toolgpa.com/compare/simplepractice-vs-upheal) - [Sessions Health](https://toolgpa.com/tools/sessions-health): Mental health EHR with a free plan and low-cost insurance claims. [Compare](https://toolgpa.com/compare/sessions-health-vs-upheal) - [Freed](https://toolgpa.com/tools/freed): AI scribe that drafts clinical notes after each visit. [Compare](https://toolgpa.com/compare/freed-vs-upheal) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.upheal.io/pricing - https://www.upheal.io Page: https://toolgpa.com/tools/upheal Listed by ToolGPA (toolgpa.com).