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Upheal

by Upheal
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OVERVIEW

AI-powered documentation and analytics platform for mental health professionals, generating HIPAA-compliant progress notes and treatment plans.

Upheal is a secure, AI-powered medical scribing platform designed to significantly reduce the administrative burden on mental health professionals, including therapists, psychiatrists, and coaches. It captures client conversations during virtual sessions (via its own HIPAA-compliant video calls, Zoom, or a Chrome extension for other platforms), in-person sessions (via the iOS Recorder app), or from manual audio/video uploads, automatically generating structured clinical documentation.

Key Features & Capabilities:

  • AI-Generated Progress Notes: Supports multiple note types including SOAP, DAP, BIRP, GIRP, PIE, EMDR, and psychiatry notes, with multi-language support.
  • Comprehensive Treatment Plans: Features 'Golden-Thread' documentation that connects notes to evidence-based treatment plans with SMART goals, ensuring insurance-readiness.
  • Session Analytics: Provides deep insights into client sessions by analyzing patterns, including talking ratio, sentiment, and cadence, which can be useful for clinical supervision and self-reflection.
  • Compliance Checker: Analyzes notes against leading payer criteria (e.g., Aetna, Optum) to identify gaps in treatment necessity justification for audit readiness.
  • Practice Management Tools: Includes scheduling, client self-scheduling, and a secure telehealth calling platform.

Compliance and Security: Upheal is built on a strong compliance framework, acting as a HIPAA Business Associate (BAA provided) and adhering to SOC 2 Type II, GDPR, PHIPA, and PIPEDA standards. Security measures include record-level encryption, strict access controls, and the option for users to opt-out of data sharing for AI model training, with all training data being de-identified.

RATING & STATS

User Rating
4.8/5.0
Founded
2022

KEY FEATURES

  • AI-generated progress notes (SOAP, DAP, etc.)
  • Comprehensive treatment plans (Golden-Thread, SMART goals)
  • Session analytics (talking ratio, sentiment, cadence)
  • HIPAA-compliant video calling
  • Customizable note templates
  • Compliance Checker for audit readiness
  • Client self-scheduling and calendar integration

PRICING

Model: freemium
Starting at: USD 19.00
Offers a Free Plan with unlimited notes and video calling. Paid plans start at $19/month (Starter, billed annually) for all note types and in-person capture. Premium plans for advanced analytics and treatment plans. Group practices and larger organizations have custom session-based or enterprise pricing.
FREE TRIALFREE TIER

TECHNICAL DETAILS

Deployment: saas, cloud
Platforms: web, ios
📱 Mobile Apps

USE CASES

Clinical documentation automationTherapy session analysis and insightsTreatment plan creation and managementCompliance checking for audit readinessClinical supervision and training

INTEGRATIONS

ZoomChrome ExtensionSimplePractice (via Smart Fill)TherapyNotes (via Smart Fill)

COMPLIANCE & SECURITY

Compliance:
HIPAASOC 2 Type IIGDPRPHIPAPIPEDA
Security Features:
  • 🔒Record-level encryption
  • 🔒Business Associate Agreement (BAA)
  • 🔒Two-Factor Authentication (2FA)
  • 🔒Strict access control and logging
  • 🔒Data de-identification for AI training

SUPPORT & IMPLEMENTATION

Support: email, knowledge base, 24/7 support
Implementation Time: < 1 week
Target Company Size: startup, small, medium, enterprise

PROS & CONS

✓ Pros:
  • +Strongest compliance profile (HIPAA, SOC 2, GDPR, BAA)
  • +Robust free tier with unlimited notes
  • +Specialized behavioral health features (Golden Thread, Compliance Checker)
  • +Insightful session analytics for clinical reflection
  • +Significant time savings on documentation
✗ Cons:
  • -Integration with EHRs relies on copy-paste/Chrome extension (no direct API)
  • -No native Android app available
  • -Requires stable internet connection for full functionality
  • -Limited public reliability data/reviews on major B2B platforms (e.g., G2)

ABOUT UPHEAL

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