Upheal review

Upheal is a strong default because its $39 AI Notes plan has no note cap and covers the session types most private practices see: individuals, couples and families. You can capture an in-person session in the browser or mobile app, use the Chrome extension or Mac app for sessions on any video platform, connect Zoom, or hold the session in Upheal's own HIPAA-compliant telehealth and get the note automatically. The template system is deep, with more than 170 preset sections, custom AI prompts and a full list of note formats including BIRP, GIRP and EMDR. Insurance-billing therapists get Treatment Plans with Golden Thread and a Compliance Checker that reviews notes against payer criteria. The free plan is genuinely usable for dictated or typed summaries, though it covers individual therapy only. If you later want a full EHR, Upheal sells one for $1 per session or $99 a month, so you can switch systems without changing your note tool.

Who it is for

Solo therapists who want unlimited AI notes at a flat monthly price

Price

Free plan; AI Notes $39 per month for unlimited sessions; EHR from $1 per session or $99 per month.

$39 / month Flat monthly fee, unlimited sessions
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Unlimited AI notes from video, audio, dictation and uploads on the $39 AI Notes plan
• Note types include SOAP, DAP, BIRP, GIRP, PIRP, SIRP, PIE, EMDR and Psychiatry notes
• Built-in HIPAA-compliant telehealth that writes notes automatically after the call
• Treatment Plans with Golden Thread and a Compliance Checker based on payer criteria
• 170+ preset note sections and custom AI prompts for building templates

Strengths and weaknesses

• Strength: Free plan writes notes from text, dictation and uploads at $0
• Strength: Session audio is deleted by default once notes are generated
• Strength: Mobile apps for iPhone, iPad and Android plus a Mac desktop app
• Weakness: Free plan covers individual therapy only, with no session recording
• Weakness: Unlimited AI Assistant use costs an extra $39 a month
• Weakness: Family therapy notes are limited to SOAP and custom templates

Key facts

• Free plan: Yes, text-to-note, dictation and uploads
• Paid notes plan: $39 per month, unlimited sessions
• Guarantee: 30-day money back

Where it ranks

Upheal is No. 1 in our Best AI Note Takers for Therapists verdict.