Upheal

In the rapidly evolving landscape of mental health services, technology is increasingly playing a pivotal role in supporting both clinicians and patients. One innovative solution emerging from this intersection is Upheal, a specialized AI-driven platform designed to streamline therapist workflows while maintaining the highest standards of privacy and security. Launched in 2020 by Juraj Chrappa and Martin Horvath, Upheal has developed comprehensive tools that automate session documentation while empowering therapists with robust clinical features. Through secure integrations with Electronic Health Records and telehealth platforms, the company has established itself as a reliable partner in modern mental health practice, helping therapists save significant time while maintaining detailed clinical records. This detailed exploration of Upheal's platform examines how AI technology is transforming therapeutic note-taking, the company's approach to data security and privacy, and the various pricing options available to mental health providers seeking to integrate this innovative tool into their practice.

Company Overview

Founded in 2020 by Juraj Chrappa and Martin Horvath after personal experiences with mental health challenges, Upheal provides AI-driven tools designed to support mental health professionals. The company's mission is to empower therapists through AI-powered automation while maintaining strict privacy standards, as recognized by its HIPAA and SOC2 compliance.

The platform processes over 25,000 sessions monthly, automating the note-taking process and saving therapists an average of 14 minutes per note. This has translated into significant time savings for the broader profession - in the past year, therapists using Upheal have collectively saved 21,000 hours.

The company's secure infrastructure follows a comprehensive set of privacy guidelines, including strict compliance with HIPAA, PHIPA, PHIPEDA, GDPR, and SOC2 regulations. Regular security audits ensure continuous monitoring and updating of these standards.

Platform Features and Functionality

Upheal supports multiple session formats through secure API connections, working with both Electronic Health Records and third-party telehealth services. The platform processes sessions through audio recording for in-person meetings and integration with online calling platforms like Zoom for remote sessions.

The company offers flexible pricing models, including a free plan allowing unlimited note generation with no volume limits. The paid plans scale based on practice size, with team plans starting at $1.10 per note monthly for practices of 2-20 providers. Additional enterprise features are available through custom arrangements for organizations with more than 20 providers.

Clinical Tools and Note-Taking

The platform provides over a dozen customizable note templates across individual and couples therapy sessions. These include detailed psychiatric SOAP and DAP notes, behaviorally anchored rating scales (BIRP), and trauma-focused EMDR notes. The system integrates with multiple clinical frameworks, including Headway's structured note format.

Integration and Usage

Therapists can capture session data through various methods, including audio recordings, direct dictation, or uploading pre-existing recordings. The system processes sessions through its browser extension or mobile apps, automatically generating draft notes that therapists can review and edit. For remote sessions using Zoom, the integration allows therapists to hold sessions while the platform processes notes in the background, saving up to 90% of the traditional note-taking time.

AI Tools and Features

The AI progress notes system works with multiple session formats, including in-person meetings and online calling platforms like Zoom. In-person sessions are captured through audio recordings, while virtual sessions use Upheal's browser extension or directly integrate with video platforms like Zoom through secure API connections.

The platform offers over a dozen customizable note templates, including specialized options for psychiatry, psychology, and couples therapy. These templates help therapists document key information while staying present with their clients. The system saves significant time - therapists report writing progress notes 90% faster than manually, gaining up to an extra hour per day for practice growth or self-care.

Data Security and Client Consent

To protect client privacy, Upheal requires explicit consent before capturing any session data. The company provides a consent collection template that therapists can use to obtain client approval for data sharing. All sensitive information is handled securely through a HIPAA-compliant infrastructure, and clients have the option to opt out of AI feature training.

The platform automatically deletes all recordings by default, with the option to retain audio files for specific use cases. This strict data management approach enables therapists to maintain their focus during sessions while ensuring detailed documentation for clinical records.

Pricing and Plans

The platform offers three core pricing tiers: Starter ($49/month), Premium ($99/month), and Unlimited ($149/month), all billed annually to maximize provider savings. The Starter plan includes unlimited notes across all templates, AI editing capabilities, and custom treatment plans with SMART goals, while the Premium tier adds Upheal video calls with AI-powered analytics and priority support. The top-tier Unlimited plan extends these features with advanced AI note types and includes 24/7 support.

For practices of 2-20 providers, the company requires a minimum monthly spend of $150, with no additional fees per team member. The system uses record-level encryption and performs regular security audits to maintain HIPAA and SOC2 compliance. Providers can cancel at any time with a 30-day money-back guarantee, and late fees apply to mid-month cancellations. The platform offers limited enterprise options through custom arrangements for organizations with more than 20 providers, including open API access and dedicated customer success managers.

The entry-level Free plan allows unlimited note generation through manual input methods but lacks live session capture functionality and several advanced features. Teams can sign up for a 14-day full-featured trial before committing to a paid plan. Providers can also participate in a referral program that offers bonuses and discounts for recruiting new users. The platform's video call service operates through three subscription levels: Starter ($49/month), Premium ($99/month), and Unlimited ($149/month), all offering increasing levels of AI integration and support features.

Integration and Compatibility

The platform securely integrates with Electronic Health Records and third-party telehealth services through its secure API connections. Therapists can capture session data through various methods, including audio recordings, direct dictation, or uploading pre-existing recordings. For in-person sessions, therapists use an audio recorder, while online sessions integrate with Upheal's browser extension or directly through video calling platforms like Zoom.

The system supports multiple session formats, including individual and couples therapy, with over a dozen customizable note templates. These templates help therapists document key information while staying present with their clients, allowing them to focus on the therapeutic process. The platform automatically deletes all recordings by default, with the option to retain audio files for specific use cases, maintaining strict data management protocols.

To support diverse practice needs, Upheal offers three primary pricing tiers: Individual, Team, and Enterprise. The Team plan, starting at $1.10 per note monthly for practices of 2-20 providers, includes features like team management, supervision, and single sign-on login functionality. For practices larger than 20 providers, the company offers custom enterprise plans with additional features including API access, customized note development, dedicated customer success managers, and service-level agreements.

Security and Privacy

To ensure the privacy and security of mental health data, Upheal employs multiple protective methods and follows comprehensive guidelines established by HIPAA, PHIPA, PHIPEDA, GDPR, SOC2, and other regulations. The company monitors and updates these standards continuously to maintain robust security protocols.

During session preparation, therapists receive support through a six-step integration process, including customization through email and the option to activate accounts via provided links. For session capture, the platform offers several methods: audio recording for in-person meetings, direct dictation, or uploading existing recordings. Online sessions integrate with Upheal's browser extension or directly through video calling platforms like Zoom, which supports both structured psychiatric notes and couples therapy documentation.

The system maintains client privacy by requiring explicit consent for session data capture. Therapists use a dedicated consent collection template provided by Upheal, ensuring all necessary permissions are obtained before proceeding. All sensitive information is handled through a HIPAA-compliant infrastructure, with clients having the option to opt out of AI feature training. The platform automatically deletes recordings by default, offering settings for specific data retention needs while maintaining compliance.

Upheal's data processing approach prioritizes professional discretion and client confidentiality. The company explains that it undergoes external audits to verify HIPAA compliance (attested by Chino) and GDPR compliance, with ongoing efforts toward SOC 2 compliance through Drata certification. Personal data is pseudonymized and accessed only by carefully controlled roles for troubleshooting purposes, with all activities tracked in an audit log.

The platform's technical infrastructure supports these privacy principles through modern cloud implementation and secure video call capabilities. Financial security is maintained through record-level encryption and regular security audits, with all transactions processed on the provider's card at the beginning of each following month. The company provides a 30-day money-back guarantee for both monthly and yearly plans, ensuring user confidence in their service.