Upheal - 2026 Pricing, Features, Reviews & Alternatives

Upheal is an AI-native electronic health record and practice management software tailored for mental health providers. It automates clinical documentation, streamlines administrative workflows, and ensures compliance with healthcare regulations. The platform supports individual practitioners, group practices, and virtual mental health organizations. It adheres to privacy and security standards such as HIPAA, PHIPA, PIPEDA, and GDPR.

Progress notes are generated by AI in under sixty seconds following each session. The system offers multiple clinically approved templates, including SOAP, DAP, BIRP, GIRP, and PIRP formats for individual and couples therapy. Practitioners can train the system on personal writing styles by uploading sample notes. A built-in compliance checker audits documentation against payer requirements before signature. Session capture options include in-person audio recording, virtual session capture, and manual dictation. The AI Assistant operates as a clinical co-pilot by answering natural language queries, adapting note formatting, and generating treatment plans based on historical data. A browser extension allows one-click transfer of notes into existing EHR systems.

Practice management features include intelligent scheduling that automates client booking, intake form distribution, and reminder notifications. A self-service client portal enables appointment management and intake documentation. Secure messaging provides HIPAA-compliant communication between providers and clients. The telehealth module offers encrypted video sessions with one-click access and full client history visible alongside the video interface. Billing tools generate invoices automatically after sessions and extract diagnostic and procedural codes for superbills. Insurance claims processing and payment matching occur within the platform without a separate clearinghouse. Mobile and desktop applications synchronize practice data across devices for consistent access.

An AI-powered migration tool simplifies transitions from other EHR systems by importing client records, historical notes, and practice data. PDF forms and templates are recreated instantly by AI. Group practice capabilities include shared note templates, centralized billing, and white-glove onboarding. Enterprise deployments offer single sign-on authentication, custom note development, dedicated customer success management, service level agreements, volume-based arrangements, and open API access. The platform is certified under SOC two Type two standards, encrypts data in transit and at rest, provides Business Associate Agreements, and maintains audit logs for compliance documentation.