Upheal is a tool promising to save time and improve productivity for mental health professionals by generating AI therapy notes. In this review, we look at how it helps therapists, psychiatrists, and coaches stay more focused during sessions while reducing administrative work.
Upheal stands out from its competitors by providing secure, HIPAA-compliant AI-generated notes that integrate with various EHRs and telehealth platforms. Its diverse note templates and AI insights give it an edge over other tools.
We’ll be reviewing Upheal’s key features, benefits, and its overall performance for different types of users.
| Rating | Our thoughts |
|---|---|
| ★★★★ | This tool offers great quality and value. |
Upheal Review: Quick Overview
| Feature | Description |
|---|---|
| Target Users | Therapists, psychiatrists, coaches, social workers |
| Main Benefits | AI-generated notes, faster documentation, HIPAA compliance, EHR integration |
| Available Formats | In-person, online, recordings, dictation |
| Supported Languages | English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi |
| Note Templates | SOAP, GIRP, BIRP, DAP, EMDR, Intake |
| Compliance | HIPAA, PHIPA, PIPEDA, GDPR, SOC 2 Type II |
| Free Tier | 15 free notes per month |
| Integration | Works with EHRs, telehealth platforms, Zoom, Google Calendar |
User Groups and Benefits:
- Therapists and Psychiatrists: Upheal helps these professionals by automating progress notes and treatment plans, providing AI insights, and offering various note templates. This allows them to focus more on patient care rather than paperwork.
- Coaches and Social Workers: The tool aids in generating session summaries and provides analytic insights such as speech cadence and talking ratios, helping them track client progress effectively.
Upheal Pros and Cons
Upheal has several advantages and disadvantages. The tool overall is beneficial for mental health professionals who need to save time on administrative tasks.
Pros:
- Saves time by automating note-taking.
- Offers multiple therapy note templates.
- Integrates with EHR and telehealth platforms.
- 100% HIPAA compliant.
Cons:
- Limited free usage (only 15 notes per month).
- May require manual review and edits to ensure accuracy.
- Dependent on internet connectivity for full functionality.
Upheal Pricing
Upheal offers three different packages designed for varying levels of practice needs. Here is a breakdown of the monthly prices for each package:
| Plan | Price (First 2 Months) | Price (After 2 Months) | Notes per Month | Features |
|---|---|---|---|---|
| Starter | $0 | Free | 15 | Basic features including SOAP and DAP notes |
| Premium | $25 per user/mo | $49 per user/mo | 40 | Adds Zoom integration, SOAP and DAP notes, and more |
| Unlimited | $50 per user/mo | $99 per user/mo | 140 | All note types, advanced analytics, session storage |
| Enterprise | $75 per user/mo | $149 per user/mo | 200 | All features plus advanced AI capabilities |
- Starter Plan: Basic package, ideal for small practices or individual therapists trying out Upheal. Limited to 15 session notes per month.
- Premium Plan: Best for part-time providers. Offers up to 40 session notes and essential tools like SOAP and DAP notes, and integration for audio recordings.
- Unlimited Plan: Designed for full-time professionals, this plan offers up to 140 notes and full access to therapeutic note types, analytics, and integration features.
- Enterprise Plan: Aimed at larger practices or organizations needing unlimited features and the highest level of AI capabilities and support.
Does Upheal offer a free trial?
Yes, Upheal offers a free trial with 15 free session notes per month, which does not expire.
What is Upheal?
Upheal is an AI-powered tool designed to help mental health professionals create therapy notes faster and more efficiently. It automates note-taking, treatment planning, and offers insights, allowing therapists to focus more on their clients.
Upheal: Key Features and Functionalities
Upheal offers several features that make therapy documentation easier and faster:
- AI-Generated Notes: Automates progress notes for various therapy types (e.g., SOAP, DAP, EMDR).
- Customizable Note Templates: Choose from different templates to suit your session needs.
- Secure and Compliant: 100% HIPAA, PHIPA, and GDPR compliant, ensuring data privacy.
- Session Analytics: Analyzes sessions for deeper insights, including speech patterns and moments of silence.
- Treatment Plans with SMART Goals: Easily create structured treatment plans and goals for clients.
- EHR Integration: Seamlessly works with existing electronic health record (EHR) systems.
- Multilingual Support: Available in several languages, including English, Spanish, French, and Mandarin.
- Flexible Session Formats: Supports in-person, online, and recorded sessions.
- Third-Party Integrations: Works with platforms like Zoom and Google Calendar for better scheduling and communication.
These features are particularly useful for therapists, psychiatrists, coaches, and social workers who need to manage their documentation efficiently and securely.
How Does Upheal Work?
Upheal is a web-based tool that simplifies the documentation process for mental health professionals.
- Go to the Upheal website or app: You don’t need to install anything; it runs smoothly on a web browser or mobile device.
- Capture any session: Record sessions in-person, on any online platform, or using the Upheal app.
- Select your note type: Choose from a variety of templates, such as SOAP, DAP, or EMDR.
- Review and edit AI-generated notes: Upheal creates a draft that you can review, edit, and finalize.
- Copy notes to your EHR: Use the browser extension to paste your notes directly into your EHR system.
- Analyze session data: Access AI-generated insights and analytics to understand session dynamics better.
How Easy is it to Set Up and Use Upheal?
To sign up with Upheal, visit the website or download the app and create an account. You’ll be prompted to set up basic preferences like preferred note types and integrations.
The interface is user-friendly and intuitive, designed to save time. The dashboard clearly displays all features, allowing you to easily navigate between creating notes, analyzing sessions, and setting up appointments. The search function makes it easy to find previous notes or client data.
Even those not tech-savvy will find Upheal easy to use, as it simplifies complex tasks into a few clicks. Integration with tools like Google Calendar and EHR systems enhances workflow, making Upheal a valuable tool for any mental health professional.
Tips for Using Upheal
- Use Pre-Set Templates: Start with pre-designed templates for different session types to save time.
- Regularly Review AI Notes: Always review and customize AI-generated notes to ensure they meet your professional standards.
- Leverage Analytics: Use the session analytics to identify patterns and areas for improvement in client interactions.
Conclusion: Is Upheal the Best Choice for Therapy Documentation?
Upheal provides a robust solution for mental health professionals looking to streamline their documentation processes. Its AI-generated notes, compliance with privacy laws, and integration with other tools make it highly efficient.
The best choice depends on the user’s specific needs, budget, and expectations.