Upheal capabilities

Upheal automatically generates clinical progress notes from session audio, text input, or file uploads, completing documentation in under 60 seconds.

Upheal handles credit card payment processing, digital invoicing, and superbill generation for clients seeking out-of-network insurance reimbursement. Insurance billing is planned for Summer 2026.

Upheal offers AI-powered migration from competing EHR platforms and supports import from at least six named systems, with white-glove migration assistance for group practices.

Upheal links clinical problems, goals, interventions, and progress across sessions into a continuous narrative called the Golden Thread, and auto-generates treatment plans tied to session data.

Upheal provides built-in encrypted video calling for therapy sessions, integrated directly with documentation so session capture flows into note generation.

Upheal offers a perpetual Free plan, a usage-based Individual plan capped at $69/month, and custom Group and Enterprise plans for multi-clinician practices.

Upheal provides client self-booking via a shareable link, automated appointment reminders, digital intake forms, consent collection, and a secure client portal for messaging.

Upheal is HIPAA, PHIPA, PIPEDA, and GDPR compliant, holds SOC 2 Type II certification, and provides Business Associate Agreements and audit logging for clinical data.