Move your team from Upheal to Blueprint.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Blueprint — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Upheal is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Blueprint supports insurance coverage checks and one-click claim submission on all plans, with AI-powered prior authorization troubleshooting and denial resolution on the Pro plan. Upheal currently handles credit card payments, digital invoicing, and superbill generation; direct insurance billing (ERA/EDI) is planned for Summer 2026. Migrating from Blueprint to Upheal: switch clients to self-pay with superbills for out-of-network reimbursement; generate a superbill in Upheal from each session and send it to the client for direct submission to their insurer. Migrating from Upheal to Blueprint: configure insurance billing in Blueprint's EHR by entering payer IDs and client insurance details; use Blueprint's Pro-plan AI chat ($1.49/session; session credits never expire) for prior auth follow-up and denial troubleshooting.
- Warning: Upheal does not yet support direct insurance billing (ERA/EDI submission); practices that bill insurance in-network must retain a separate billing tool or stay on Blueprint until Upheal's Summer 2026 launch.
- Warning: Blueprint Pro's AI-powered denial resolution and prior authorization troubleshooting has no equivalent in Upheal's current feature set.
- Warning: Upheal charges 2.9% + $0.30 per payment transaction via Stripe; Blueprint now publishes its rates — 3.15% + $0.30 card processing plus $0.30 per claim and $0.15 per eligibility check — but is waiving these fees until September 2026.
Blueprint generates progress notes, treatment plans, discharge summaries, referral letters, and termination letters from session transcription data. Upheal generates the same core note types and additionally maintains the Golden Thread — a continuous linkage of problems, goals, interventions, and outcomes across sessions — which auto-updates treatment plans as sessions accumulate. Migrating Blueprint documentation to Upheal: export all existing notes and treatment plans as PDFs from the Blueprint EHR, then upload them as reference documents in the corresponding Upheal client record; Upheal does not ingest Blueprint-format records directly. New sessions in Upheal will begin building the Golden Thread from that point forward. Migrating Upheal documentation to Blueprint: Blueprint's Pro plan generates equivalent documents on demand via AI Chat; the Golden Thread cross-session linkage has no direct equivalent in Blueprint, so clinicians must manually cross-reference earlier notes.
- Warning: Upheal's Golden Thread (cross-session progress tracking tied to treatment goals) has no equivalent feature in Blueprint; practices that rely on it will lose that continuous narrative when moving to Blueprint.
- Warning: Blueprint's Pro plan is required for on-demand document types beyond notes and treatment plans (referral letters, termination letters); the Plus plan covers only notes, treatment plans, and discharge summaries.
- Warning: Neither platform provides an automated import path from the other; historical documentation must be migrated manually as PDF exports before deactivating the source account.
Blueprint provides calendar-based appointment scheduling embedded in its EHR on all plans. Upheal provides client self-booking via a shareable link, automated appointment reminders, digital intake forms, and a HIPAA-compliant secure messaging portal. Migrating scheduling from Blueprint to Upheal: share the Upheal self-booking link with existing clients so they can book slots without clinician involvement; recreate any recurring appointment blocks in Upheal; move intake forms and consent documents to Upheal's digital portal before the first new session. Migrating from Upheal to Blueprint: add clients to the Blueprint EHR and set appointments manually using Blueprint's calendar; Blueprint does not offer client self-booking, so appointment scheduling reverts to a clinician-initiated workflow; inform clients that the self-serve booking link will be deactivated.
- Warning: Blueprint does not offer a client self-booking portal; the scheduling workflow on Blueprint requires the clinician to create appointments manually, unlike Upheal's self-serve link.
- Warning: Upheal's secure messaging between sessions is part of the client portal and is not replicated in Blueprint's current feature set.
- Warning: There is no automated appointment data export/import path between the two platforms; recurring appointment schedules must be rebuilt on the destination platform by hand.
Both platforms operate under HIPAA and PHIPA compliance on all paid tiers and hold SOC 2 certification, so practices switching between them do not lose their compliance posture. Migrating from Blueprint to Upheal: obtain and execute Upheal's Business Associate Agreement (BAA) before transferring any PHI; confirm that Upheal's BAA covers your jurisdiction (US, Canada, EU) since Upheal additionally holds PIPEDA and GDPR certification. Migrating from Upheal to Blueprint: Blueprint's HIPAA/PHIPA/SOC 2 coverage applies from the Core (free) plan upward; no additional configuration is needed; verify that Blueprint's compliance documentation meets your practice's specific state or provincial requirements before deactivating the Upheal BAA.
- Warning: Blueprint covers HIPAA, PHIPA, and SOC 2; Upheal additionally holds PIPEDA and GDPR certification, which matters for practices serving clients in EU jurisdictions — Blueprint is not an equivalent replacement for those contexts.
- Warning: Upheal's Enterprise plan adds SSO and audit logging with a dedicated SLA; Blueprint does not advertise equivalent enterprise compliance controls, making Upheal the stronger choice for multi-clinician group practices with strict audit requirements.
- Warning: Both BAAs should overlap during the migration window; do not cancel the source platform's BAA until all PHI has been confirmed as transferred and accessible on the destination.
Both platforms record session audio and auto-draft progress notes. Moving from Blueprint to Upheal: connect Upheal's built-in HIPAA telehealth video so the session audio feeds directly into the AI note engine after the call, eliminating the separate upload step; if therapists conduct sessions outside Upheal, upload the audio file or paste a text transcript manually after each session. Moving from Upheal to Blueprint: enable the AI Scribe feature on the Plus or Pro plan (session-credit based); during a Blueprint telehealth session the Scribe activates in-app, transcribes in real-time, and produces a draft note for review. Export existing Upheal notes as PDFs for each client before cutting over; Blueprint does not support automated import of Upheal records.
- Warning: Blueprint charges per session credit (Plus $0.99, Pro $1.49); Upheal charges a flat monthly subscription — high-volume practices should model total cost before switching.
- Warning: Upheal's Free plan restricts note types to SOAP, DAP, and Intake only; full access to 30+ templates (BIRP, GIRP, PIRP, custom) requires a paid tier.
- Warning: Blueprint's AI Scribe is available only during Blueprint telehealth sessions; external-platform sessions require a separate audio upload step not documented in Blueprint's current interface.
Both platforms provide built-in HIPAA-compliant video calling that feeds into their respective AI documentation workflows. Switching from Blueprint to Upheal: therapists stop sharing the Blueprint telehealth link with clients and instead share the Upheal video room link; after each Upheal video session, the audio is automatically queued for AI note generation — no separate step is needed. Switching from Upheal to Blueprint: therapists use Blueprint's built-in telehealth video, which activates the AI Scribe in-app during the session; clients access sessions via the Blueprint-provided link. In both cases, inform clients of the link change at least one session in advance and update any client-facing booking confirmations or reminder emails.
- Warning: Upheal's telehealth video with AI note integration is available only on paid plans; the Free plan does not include session recording for note generation.
- Warning: Blueprint's HIPAA/PHIPA compliance covers US and Canadian clients; Upheal additionally holds PIPEDA and GDPR compliance, making it the better choice for practices serving EU clients.
- Warning: Blueprint telehealth is included on the free Core plan, making it lower-cost for practices that do not need AI scribing; Upheal's video requires a paid subscription.