AI Therapy Note Taking Tool
Is Upheal secure and compliant for client data?
Yes. Upheal prioritizes privacy and security with HIPAA, PHIPA, PIPEDA, and GDPR compliance, plus SOC 2 Type II certification. Video calls are encrypted, and there are secure consent collection and storage practices with an audit log for transparency. Sensitive data handling includes protections such as data deletion by default for audio recordings and infrastructure designed around privacy and security.
Do I need client consent to use Upheal, and do you provide a consent form?
Yes. Upheal requires client consent before sessions are held. We provide a consent collection template and can assist with consent collection. Any client whose data enters Upheal must agree to consent terms.
Is Upheal free to use, and is there a referral program?
Yes. Upheal offers a Free plan with unlimited notes. There is a 14-day trial of the most advanced paid plan. If you’re enjoying Upheal, you can earn bonuses and get discounts for other providers via the referral program.
What pricing plans does Upheal offer, and what do they include?
- Free: $0/month. Unlimited notes; notes from dictated or text summaries; manually upload session recordings; Telehealth without AI notes.
- Starter: $19/month billed annually (popular plan; note: displayed as a discount from a higher monthly price). Includes everything in Free plus all note types; capture in-person sessions and EHR calls; Smart Edit for quick AI adjustments; note template customization.
- Premium: $69/month billed annually. Includes everything in Starter plus treatment plans with Golden Thread documentation; custom AI prompts in templates; Telehealth with AI notes; Compliance Checker; Advanced analytics. 30-day money-back guarantee; no credit card required for trial.
- Unlimited: $119/month billed annually. Full feature access including video calls with AI, treatment plans with SMART goals, and priority support.
Note: pricing details reflect the content shown in the source and may be region-specific.
Will Upheal work with my EHR, and can I copy notes to my EHR?
Yes. Upheal works with EHRs and telehealth solutions. Our browser extension lets you copy notes to your EHR with one click, and you can capture online sessions within your existing workflow or upload recordings manually if needed.
Does Upheal replace a clinician or function as an AI therapist?
No. Upheal is not an AI therapist. It’s an AI assistant designed to support clinicians by automating notes and related documentation, helping you stay present with clients. There is limited data training for specific scenarios (e.g., medication/name recognition) to improve note accuracy, and clients can opt in or out of data sharing for improvements.
How does Upheal protect client data privacy, including data deletion and data sharing opt-in?
Upheal maintains strict privacy controls: private session content is processed to create notes while all audio recordings are deleted by default. Clients have the option to participate in or decline sharing data for improvements to the Upheal app. Data handling follows SOC 2-aligned security practices and related privacy guidelines.
What types of notes can I create with Upheal?
Upheal offers AI-generated progress note templates including SOAP, DAP, GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Intake, and more. Notes support individual and couple sessions, with family-session support available in certain formats.
What session formats and client types does Upheal support?
- Session formats: In-person, online/telehealth, text description, recordings, dictation.
- Client types: Individuals, Couples, and multiple speakers in family sessions.
Which languages are supported for notes?
Notes can be generated in English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi.
What is Golden Thread documentation in Upheal?
Premium includes treatment plans with Golden Thread documentation, automatically generating insurance-ready documentation to support treatment planning and billing.
What is the Compliance Checker feature?
Premium includes a Compliance Checker to help ensure documentation aligns with relevant regulations and standards.
What is Telehealth with AI notes vs Telehealth without AI notes?
Telehealth with AI notes is included in the Premium plan. Telehealth without AI notes is available in the Free plan (and other tiers that include Telehealth options). This allows you to run telehealth sessions with or without AI-generated notes depending on your plan.
How do I get started with Upheal?
- Try for free and create an account.
- Start with the Free plan or begin a 14-day trial of the paid plan.
- Choose a plan, onboard, and connect your EHRs or telehealth platforms.
- Begin using Upheal to generate notes, create treatment plans, and access analytics.
Can I upload or record sessions manually?
Yes. You can capture in-person sessions and manually upload session recordings if needed. You can also dictate or text-summarize to generate notes.
