Move your team from Upheal to Mentalyc.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Mentalyc — 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.
Both platforms accept session audio, uploaded audio files, or typed summaries and return a structured clinical note in common formats (SOAP, DAP, BIRP, GIRP). Moving from Mentalyc to Upheal: export any notes you need to retain from Mentalyc as PDFs or copy them into your EHR before closing your account, since Mentalyc does not offer a bulk note export file. In Upheal, connect your calendar or use the built-in scheduler to create session records, then submit audio or a transcript after each session to trigger note generation. Moving from Upheal to Mentalyc: download or copy notes you wish to keep, then in Mentalyc select your preferred note format (SOAP, DAP, BIRP, GIRP, PIE, MSE, or specialty templates for EMDR/ABA/play therapy) before submitting your first session. Both tools auto-delete raw session audio after a short retention window, so note the gap: Mentalyc deletes recordings after 3 days; verify Upheal's retention window in your account settings.
- Warning: Mentalyc caps note volume by plan (40/month Mini, 100/month Basic, 160/month Pro); Upheal does not publish a per-seat monthly note cap on paid tiers — verify limits before migrating high-volume practices.
- Warning: Upheal Free plan restricts note types to SOAP, DAP, and Intake only; the full 30+ template library requires a paid tier. Mentalyc's Mini plan is similarly restricted but covers more formats. Budget for a paid tier on whichever platform you land on.
- Warning: Specialty templates (EMDR, ABA, play therapy, couples, group per-member notes) are a Mentalyc strength; Upheal's custom template support requires a Group or Enterprise admin to configure them, making mid-plan switches more work for solo clinicians.
Both products connect to overlapping EHR/practice-management platforms, and the shared support for SimplePractice, TherapyNotes, and Jane App is the clearest migration path. Moving from Mentalyc to Upheal: disconnect Mentalyc's EHR integration in your Mentalyc account settings first to avoid duplicate writes; then in Upheal navigate to the EHR Integrations section and re-authenticate with the same SimplePractice, TherapyNotes, or Jane credentials. Upheal also provides an AI-powered SimplePractice migration tool and white-glove onboarding assistance for Group and Enterprise plans, which can import historical session data. Moving from Upheal to Mentalyc: note that Upheal's Open API (Enterprise only) is the widest integration surface; if your practice relies on custom integrations, that capability does not exist on Mentalyc's side. For the three supported EHRs (SimplePractice, TherapyNotes, Jane), the reconnect process in Mentalyc mirrors the Upheal setup — authenticate the EHR in Mentalyc settings and designate the default note-push behavior.
- Warning: Mentalyc supports three EHRs (SimplePractice, TherapyNotes, Jane App); Upheal's migration tooling covers six named systems plus an Open API on Enterprise — practices using Carepatron, Sessions Health, or Owl Practice will find Upheal a better fit.
- Warning: Upheal's AI-powered EHR migration and white-glove assistance are available on Group and Enterprise plans only; Individual plan users are limited to self-serve import tools, which may not cover full historical note migration.
- Warning: Upheal's Open API for custom EHR integrations is an Enterprise-tier feature; there is no equivalent on Mentalyc, so practices with bespoke integrations cannot replicate that setup after switching to Mentalyc.
Both platforms hold HIPAA compliance and SOC 2 Type II certification and issue a Business Associate Agreement (BAA), so neither direction of switch creates a compliance gap for U.S. clinicians. Moving from Mentalyc to Upheal: download your existing BAA from Mentalyc's profile settings before closing your account, then request or download the BAA from Upheal's account settings. In Upheal, audit logging tracks data activity and can be reviewed for compliance records. Moving from Upheal to Mentalyc: Mentalyc auto-generates the BAA — it is available for download from user profile settings without a separate request. Both platforms encrypt data at rest (AES-256 on Mentalyc; encryption standards on Upheal confirmed via SOC 2 audit). Mentalyc explicitly covers Canadian (PHIPA, PHIA, PIPA, PIPEDA), Australian Privacy Principles, and New Zealand Privacy Act; Upheal covers PHIPA, PIPEDA, and GDPR. Verify which multi-jurisdiction standard your practice requires before choosing a platform.
- Warning: Mentalyc data is hosted on AWS with U.S.-based data residency; Upheal's data residency region is not publicly specified — practices with explicit data-residency requirements should confirm with Upheal sales before migrating.
- Warning: Mentalyc automatically deletes raw session recordings after 3 days; Upheal's audio retention policy should be confirmed in account settings, as differing retention windows affect your own retention policy documentation.
- Warning: Upheal's Enterprise plan adds SSO and an optional Service Level Agreement (SLA); Mentalyc does not offer SSO or a formal SLA — large group practices requiring SSO cannot replicate that on Mentalyc's current feature set.
- Warning: Upheal covers GDPR (European data subjects); Mentalyc does not list GDPR explicitly — practices with EU-based clients should verify Mentalyc's GDPR posture directly before switching.
Mentalyc's AI Progress Tracker and Upheal's Golden Thread both monitor client symptom change and goal attainment across sessions from session content alone — no client-completed questionnaires are required on either side. Moving from Mentalyc to Upheal: the Progress Tracker data (trend reports and session-to-session comparisons) does not export in a portable format; before switching, screenshot or PDF any longitudinal trend reports you want to retain, then note the client's current goal status manually as context for the first Upheal session. Once sessions accumulate in Upheal, the Golden Thread will rebuild a longitudinal narrative automatically. Moving from Upheal to Mentalyc: export Golden Thread summaries as PDFs before closing your Upheal account. In Mentalyc, progress tracking activates on Pro plan or above — ensure the destination plan covers this feature before migrating. New trend data will accumulate from the first session submitted in Mentalyc.
- Warning: Mentalyc's AI Progress Tracker is locked to Pro, Super, and Team plans; clinicians on Mini or Basic will have no equivalent after switching unless they upgrade, which changes the pricing comparison.
- Warning: Upheal's Golden Thread is a premium-tier feature not available on the Free plan; migrating from a Mentalyc Pro plan to Upheal Free will lose cross-session progress tracking entirely.
- Warning: Neither platform exports progress tracking data in a structured machine-readable format (JSON, CSV); longitudinal history built in one tool cannot be re-imported into the other — expect a fresh-start tracking period after switching.
Both platforms auto-generate treatment plans from session content and link them to subsequent progress notes. Moving from Mentalyc to Upheal: before switching, export existing treatment plans from Mentalyc as PDFs or paste them into your EHR; Upheal cannot import Mentalyc's plan format directly. In Upheal, the Golden Thread feature automatically connects intake data, session notes, and progress markers from the first session onward — no manual linking required. Run one to two full sessions in Upheal before relying on the Golden Thread output, as it builds context over time. Moving from Upheal to Mentalyc: export Golden Thread summaries as PDFs, then in Mentalyc begin submitting sessions; treatment plan drafts will be generated from the first qualifying session on Basic plan or above. In both directions, SMART goals extracted by each platform will differ in language — review and edit generated goals before sharing plans with clients or supervisors.
- Warning: Mentalyc's AI treatment planning is unavailable on the Mini plan; switching users on a Mini subscription will need to upgrade to Basic or higher to access equivalent functionality.
- Warning: Upheal's Golden Thread is part of the premium tier; Free plan users get only basic session notes without treatment plan generation or progress tracking — factor this into plan selection before migrating.
- Warning: Neither platform exports treatment plans in a structured interchange format (e.g., FHIR); plans must be exported as PDFs, meaning automated import on the receiving side is not possible.