Upheal
Share
Your platform for smart therapy and AI-powered notes. Designed for busy healing professionals.
What if you could ask your EHR to just handle things?
"Pull up my notes from last week's sessions."
"Which clients have upcoming renewals?"
"Draft a treatment plan summary for Thursday."
That's what Upheal Assistant does. It runs on your actual practice and knows your schedule, your clients, and your notes well enough to just handle the work you ask of it. Not suggestions or reminders, but actually doing it.
The only catch has always been that you couldn't feel it without moving your practice over first, so we built an interactive experience on a fully simulated practice. No sign-up and no commitment.
Open it, ask it something a real therapist would need, and see what happens
The Upheal team has been busy lately! Here's what's new for your practice:
🧠 Upheal Assistant remembers how you work: it learns your preferences over time so notes get better the more you use it.
💳 Clients can now pay invoices in their portal: view balances, pay by card, and save a card on file. Web, iOS, and Android.
📎 Send files in client messages: share intake forms, worksheets, or handouts directly in the conversation. No more emailing separately.
🎨 Add your logo and branding to Upheal: your practice name, logo, and brand color appear throughout the client experience.
📅 More flexible scheduling: add a custom "Other" event type for supervision or consultations, set custom event titles, choose your week start day, and toggle week numbers.
We've shipped a lot, and there's a lot more coming! Check out our public roadmap ⬇️
06/04/2026
There's a lot of conversation right now about how EHR platforms handle session data. At Upheal, your sessions belong to you and your clients.
Here's how we keep it that way:
🟣 Transcripts are stored on your behalf: You control retention. Auto-delete after 7 days, delete individual sessions, or keep them as long as you need.
🟣 No AI training on session data: We don't use transcripts, notes, or clinical content to train models.
🟣 Client consent comes first: Any use of session data for product improvement requires your client's explicit opt-in. It's not a default or buried in settings.
🟣 Support access is opt-in: If you need help with a note or transcript issue, you grant us access for that specific case. There's no standing window into your sessions.
We built Upheal this way because we believe the tools clinicians use should reflect the same standard of consent they practice in the room.
Upheal payments just got a lot better. Before we ship insurance billing, we needed the foundation to actually work the way clinicians need it to.
Your invoice in Upheal is now a real session ledger. Log any external payment (cash, check, Venmo, Zelle) even without Stripe. Take partial payments. Split one payment across multiple invoices. See exactly where each client stands. Apply credits to open invoices. Send clean receipts for payments and refunds. Pull a full statement for any client, any time.
Upheal Assistant can check a client's balance or take you straight to their billing screen. You confirm anything that touches money.
Practice owners: you can manage billing across your whole team from one place. Create invoices, charge clients, log payments, and generate superbills and statements for any provider in your practice.
This is step one. Insurance billing is next.
We just shipped a new feature that clinicians have been asking for, and it works differently from what you'll find in any other EHR.
Client Messaging is now live in Upheal. Watch the video to see it in action.
Here's what makes it different: your Upheal Assistant can draft any message, whether you're starting a new conversation or responding to a client, based on your actual session notes, treatment plan goals, and assessments. It uses real clinical context, so you can simply review and send. It never sends without your approval.
You can also message your whole caseload at once with Announcements. Great for holiday hours, rate changes, or anything you'd otherwise send one by one. Clients get notified through the native Upheal app on iOS (Android coming very soon), so messages actually get read.
Drop a comment if you have questions. We'd love to hear what you think! 👋
A throwback to five years ago, when Upheal was born to help change how therapists write their notes.
At the time, most people called it a gimmick. The large EHR platforms dismissed it as a novelty.
Then quietly, one by one, those same platforms started shipping their own versions of it. Some are decent. Most are not. Nearly all of them are still layered onto systems built for a world before AI existed.
Meanwhile, we kept building. We evolved from helping therapists write notes better to helping them run their entire practices.
Upheal Assistant now understands the full context of your client history and surfaces what matters most before your day even begins. It helps you prepare for sessions instantly, catches emerging clinical patterns over time, and handles operational work like scheduling and payments behind the scenes.
This is what an AI-native mental health platform looks like.
The future of EHRs won't be built by those bolting "AI" onto their legacy systems. It will be built from the ground up with AI at the core.
That future is already starting to take shape here. The rest of the market is about to spend the next few years catching up again.
Here's to another 5 years with Upheal 💜
"Prep me for my day."
That's all it takes. Upheal's AI Assistant comes back with your full schedule, unsigned notes, and pending billing before your first session starts.
It now works across your *entire* practice. Ask it anything:
"Reschedule my 3pm tomorrow" — done, no calendar needed
"Who has outstanding balances?" — finds every client, sends reminders
"Write a discharge summary for [client]" — built from session notes, ready to sign
You didn't go to grad school to chase invoices and update calendars. So don’t.
See it in action at the link in the comments ⬇️
Most therapists aren't staying on SimplePractice because they love it. They're on it because leaving feels like too much work. Rebuilding years of client records, notes, and session history manually doesn't feel like migrating to a better platform, it feels like a nightmare.
Upheal's AI migration handles it for you.
Here's what happens when you make the switch:
✅ Export your data from SimplePractice (we walk you through every step)
✅ Upheal's AI processes your files and parses your sessions, notes, and clinical records
✅ Everything lands in your new account automatically: clients, contracts, sessions, documents
Most therapists are up and running before their next session.
Coming from TherapyNotes, SessionsHealth, Owl, or CounSol? Our support team handles the migration for you too.
Switch to Upheal this weekend: https://hubs.li/Q04cyXMG0
Click here to claim your Sponsored Listing.
Category
Contact the practice
Website
Address
390 NE 191st Street Suite 8901
Miami, FL
33179