About
Upheal builds an AI-native EHR for private-practice therapists and other mental-health providers, automating documentation, treatment plans, billing, scheduling, telehealth, compliance, and practice workflows. Its differentiation is an AI-first architecture rather than AI features bolted onto legacy practice-management software, including rapid note generation and a conversational AI assistant.
Market
Upheal competes in the behavioral-health EHR and mental-health practice-management market, positioning itself as an AI-native EHR built specifically for therapists rather than a traditional EHR with isolated AI add-ons. Its differentiation is the combination of AI notes tied to treatment plans and client history, compliance checking, scheduling, billing, forms, telehealth, portal/messaging, and an AI Assistant in one platform, instead of a note-only scribe. Privacy and security controls, consent-focused AI data practices, and usage-based pricing capped at $69 per month further support its positioning for private practices.
Upheal primarily targets solo therapists and small private-practice mental-health providers, with the clinician or practice owner as the buyer. It also supports larger group and enterprise practices through team management, centralized billing, customization, SSO, and enterprise plans.
At a Glance
Problem
Upheal addresses the administrative and cognitive burden that weighs on mental-health clinicians. Providers must stay fully engaged with clients while processing traumatic narratives and completing extensive documentation; Upheal reports that therapists spend more than 30% of their time on documentation, or more than 15 minutes per clinical hour. This creates a recurring labor and capacity tax that contributes to burnout and takes time away from client care. The killer use case is turning a completed therapy session into a compliant progress note quickly, reducing the evening and between-session paperwork that clinicians otherwise must absorb.
Product / Service
Upheal is an AI-native electronic health record built specifically for therapists. It captures virtual sessions across platforms and EHRs, takes users from session to signed note in about 60 seconds, and supports one-click transfer of notes into an existing EHR. Beyond AI-generated clinical notes, the platform combines treatment plans, compliance checking, scheduling, client records, billing, telehealth, forms, messaging, and an AI assistant, allowing practices to consolidate their workflow in one system.
The delivery model is usage-based: AI clinical notes can be generated for free, while the full EHR costs $1 per completed session, capped at $69 per month, with group and enterprise offerings for larger practices. The value proposition is time recovery and lower administrative overhead; Upheal says providers can save as much as 40 hours per month on paperwork while preserving more attention for clients.
Market
Upheal competes in the intersection of behavioral-health EHR and practice-management software, AI clinical documentation, and AI medical-scribe tools. Its named comparisons position it against traditional EHRs such as SimplePractice and TherapyNotes, as well as notes-only products such as Clinical Notes AI. Upheal’s differentiation is that AI is native to a full therapist workflow rather than an add-on to a conventional EHR or a standalone documentation tool; the platform includes scheduling, billing, telehealth, records, and clinical documentation in one product.
The company is a funded, live commercial product rather than a pre-launch concept. Upheal announced a $10 million Series A in November 2024, led by Headline with participation from Credo Ventures and Kaya Ventures, bringing total funding to $14.35 million. The same announcement said provider use had nearly tripled since its seed announcement, with more than 36,000 mental-health professionals having access at that time; its current site advertises more than 70,000 providers. The gathered evidence does not disclose revenue or ARR, but the paid subscription model and provider scale indicate meaningful commercial traction.
Founders & Leadership
Funding History
KAYA VC
KAYA VC, Credo Ventures, Inovia
Headline
Recent News
Mentalyc’s comparison describes Upheal as an AI documentation platform for mental-health professionals that records or ingests sessions, transcribes them, and drafts clinical notes.
Upheal’s comparison page highlights its native telehealth capabilities and support for external platforms such as Zoom and Google Meet without treating them as add-ons.
Upheal’s comparison page positions the company as an AI-native EHR for therapists, covering session notes, treatment planning, scheduling, billing, and intake forms.
The comparison contrasts Upheal’s capped pricing and integrated scheduling, telehealth, billing, insurance claims, documentation, and forms with Blueprint’s offering.
Upheal introduced or documented built-in insurance billing for eligibility checks, claim submission, and automatic ERA payment matching. The launch offer advertised free claims and eligibility checks through the end of September.
Upheal announced its HIPAA-compliant AI Assistant, built into the practice platform and connected to client histories, schedules, billing, documentation, treatment plans, and session history. It can help schedule appointments, create invoices and superbills, draft correspondence, and send forms or reminders.
Upheal’s support documentation states that its Zoom integration captures sessions directly from Zoom and automatically adds them to Upheal; it also references connecting other calendars. This is recent integration documentation rather than evidence of a newly launched partnership.
Upheal’s 2026 EHR comparison promotes a platform combining AI notes, an AI assistant, treatment planning, telehealth, and billing in one product, and describes AI-assisted migration from SimplePractice exports.
Twofold published a comparison of Upheal and Twofold Health covering AI therapy notes, treatment plans, compliance, pricing, and HIPAA-related protections.
Upheal’s download page promoted session capture across devices, including a macOS desktop app, mobile recording, virtual or in-person session capture, headphone optimization, and desktop reminders.
Active Roles
1Business Model
Upheal charges individual users $1 per session, capped at $69 per month, with monthly usage-based billing and a free plan available after the trial. It also offers group and custom enterprise plans with team management, centralized billing, onboarding, migration, and security and compliance customization.
Products
Customers
Tech Stack
Similar Companies
Competitors
Key Investors
Credo Ventures, Headline, Kaya Ventures