The Upheal Insider’s Guide
Everything we know about Upheal in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Upheal
The Insider’s Guide
AI therapy notes, with an optional full practice EHR
Every plan, grade, refund rule and rival among therapy and clinic software, read from Upheal’s own pages.
Made by Upheal · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Upheal’s own pages, its app-store listings and our grades. Every fact in it is on Upheal’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.8
GPA, above 36 of the 38 other therapy and clinic software we grade
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.
To get you started, here are 9 things to know about Upheal, taken from its own pages and our grades.
Group practices have no published figures.
- 1
Best for AI therapy notes with an optional EHR
Upheal writes therapy notes from video, audio, dictation or uploads, with an optional full EHR.
- 2
Paid plans start at $39 a month
As its pricing page puts it: $39 per month for AI notes.
- 3
There is a free plan
Basic AI notes from text, dictation or uploads for individual therapy only, plus telehealth calls without AI.
- 4
It runs on 4 platforms
Web, macOS, iOS and Android.
- 5
AI notes from many inputs
Notes come from live video, audio, dictation, typed summaries or uploads, in SOAP, DAP, BIRP, EMDR and other templates.
- 6
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.
- 7
Built-in telehealth
Its own video platform, with automated notes afterward. Zoom sessions and other calling tools can also be captured.
- 8
A 2.8 GPA, above 36 of 38
That is against the other therapy and clinic software we grade, on value, the free plan, features, ease of use and platforms.
- 9
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.
Upheal at a glance
- Pricing
- Free plan, from $39 per month for AI notes
- Free plan
- Yes
- Free trial
- Free trial on paid plans, no credit card required
- Runs on
- Web, macOS, iOS, Android
- Made by
- Upheal
- Category
- Therapy & Clinic Software
- Our grade
- 2.8 GPA, good
The report card
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
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 it 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
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$39
A month to start. There is a free plan too
Upheal has a free plan. Paid plans start at $39 per month for AI notes.
A free plan with basic notes for individual therapy and a capped AI assistant, plus a card-free trial on paid plans.
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.
The free plan
Basic AI notes from text, dictation or uploads for individual therapy only, plus telehealth calls without AI.
Trying it first
Free trial on paid plans, no credit card required
Read from upheal.io on Nov 12, 2026.
Ways to pay less
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.
Stated on upheal.io
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
4
Places it runs: Web, macOS, iOS and Android
AI therapy notes, with an optional full practice EHR. Here is what it does, as its own site describes it, and what it covers: AI features, transcription, clinical notes, insurance billing, telehealth, appointment booking.
Notes, treatment plans, telehealth, and an EHR with billing and portal.
- 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.
Where it runs
- Web
- macOS
- iOS
- Android
What it works with
- Zoom
- Google Calendar
Upheal is made by Upheal.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
36/38
Other therapy and clinic software it is graded above
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
- BFree plan and trialAbove 35 of 38
- BFeaturesAbove 18 of 38
- CEase of useAbove 0 of 38
- APlatforms and integrationsAbove 37 of 38
Price against what you get
Each dot is one of 27 therapy and clinic software. Further left costs less; higher up scores better on features, ease of use and platforms. Upheal is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Mentalyc, Blueprint, SimplePractice, Sessions Health and Freed
The 5 tools Upheal is most often weighed against, with where each one differs from it.
- 2.4GPA
Mentalyc
Free trial · from $14.99/mo
AI session notes and treatment plans for therapists.
- Upheal has a free plan. Mentalyc does not, though it has a free trial.
- Only Upheal lists macOS, iOS and Android apps.
- Upheal also covers insurance billing, telehealth and appointment booking.
- 2.0GPA
Blueprint
Free trial · from $0.99
AI notes and an all-in-one EHR for therapists.
- Upheal has a free plan. Blueprint does not, though it has a free trial.
- Only Upheal lists macOS, iOS and Android apps.
- Upheal also covers transcription.
- 2.8GPA
SimplePractice
Free trial · from $49/mo
Practice management and EHR for private-practice therapists.
- Upheal has a free plan. SimplePractice does not, though it has a free trial.
- Only Upheal lists a macOS app.
- 2.2GPA
Sessions Health
Free plan · from $39/mo
Mental health EHR with a free plan and low-cost insurance claims.
- Only Upheal lists macOS, iOS and Android apps.
- 2.0GPA
Freed
Free trial · from $39/mo
AI scribe that drafts clinical notes after each visit.
- Upheal has a free plan. Freed does not, though it has a free trial.
- Only Upheal lists macOS and Android apps.
- Upheal also covers insurance billing, telehealth and appointment booking.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
15
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Upheal free?
Upheal has a free plan. Basic AI notes from text, dictation or uploads for individual therapy only, plus telehealth calls without AI.
How much does Upheal cost?
Upheal lists 4 plans. Free: $0.
What platforms does Upheal work on?
Upheal is available on Web, macOS, iOS and Android.
Does Upheal offer any discounts?
Upheal publicly lists the following: Student and non-profit discount.
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.
What does Upheal integrate with?
Upheal's listing names Zoom and Google Calendar. A listing names up to eight integrations, so it may connect to more.
Does Upheal have a student discount?
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.
Does Upheal have a free trial?
Yes. Free trial on paid plans, no credit card required.
Who makes Upheal?
Upheal is made by a company of the same name.
What are the alternatives to Upheal?
The closest alternatives to Upheal in our directory are Mentalyc, Blueprint, SimplePractice, Sessions Health and Freed.
How does Upheal compare with other 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.
Is Upheal good value for money?
ToolGPA grades Upheal C for value for money. 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.
Could I make my own version of Upheal?
To replace Upheal you would be making video sessions that meet health privacy rules.
Where this guide comes from
The prices, plans, platforms and features were read from Upheal’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Upheal. Prices change, so check upheal.io before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Upheal, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/upheal
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Upheal: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/upheal
Know someone choosing between therapy and clinic software?
Send them this guide: toolgpa.com/tools/upheal/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded therapy and clinic software after Upheal, each with an Insider's Guide of its own.
- Therapy & Clinic Software Insider's GuideEvery one of the 39 therapy and clinic software we grade, compared
- Halaxy Insider's GuideFree practice management software for health practitioners3.0 GPA
- SimplePractice Insider's GuidePractice management and EHR for private-practice therapists2.8 GPA
- Carepatron Insider's GuidePractice management with a free plan, AI scribe and telehealth2.6 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Upheal’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Upheal is a trademark of its owner, and this guide is not made, paid for or approved by Upheal. Prices and plans change: check upheal.io before you buy.