Upheal
Upheal is an AI-native EHR and practice management platform for mental health professionals, offering AI-generated clinical notes, treatment planning, scheduling, billing, and telehealth in a single integrated product serving solo practitioners, group practices, and virtual care organizations across six markets.
- Company typePrivate
- Founded2022
- HeadquartersMiddletown, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Upheal does
Upheal is an AI-native electronic health record (EHR) and practice management platform purpose-built for mental health professionals, combining AI-powered clinical documentation, treatment planning, scheduling, billing, telehealth, and a conversational AI Assistant in a single integrated system. Founded in 2022 by Juraj Chrappa (a developer motivated by burnout after his son's health issues) and headquartered in Miami, Florida (Delaware-incorporated), the company serves solo mental health practitioners, group practices, and virtual care organizations across the US, Canada, UK, Australia, New Zealand, and the EU/Ireland. The platform captures therapy sessions via audio, dictation, or integrations with Zoom and Google Meet, then generates clinical progress notes in formats including SOAP, DAP, BIRP, GIRP, and PIRP within 60 seconds, with a claimed 95% transcription accuracy across 8 languages.
The underlying technology combines real-time speech transcription, generative AI for clinical note creation, a conversational AI Assistant (beta), knowledge retrieval via the proprietary "Golden Thread" that links session notes to treatment goals and interventions, and anomaly detection through a Compliance Checker that audits notes against Aetna and Optum payer standards before signing. The AI adapts to each clinician's writing style and therapeutic modality over time, and supports customization via PDF-to-template generation and Smart Sections with custom AI prompts. The platform is HIPAA compliant (with BAAs for every account), SOC 2 Type II certified, and GDPR, PHIPA, and PIPEDA compliant.
Upheal operates a product-led growth model anchored by a free plan (unlimited AI notes and HIPAA-compliant telehealth, no credit card required), converting to a usage-based Individual plan at $1/session with a $69/month cap. Group and Enterprise tiers are sold sales-assisted with custom pricing, white-glove onboarding, EHR migration support, SSO, and Open API access for larger deployments. The company has raised approximately $14.36 million across pre-seed ($1.05M, October 2022, led by KAYA VC), seed ($3.25M, February 2024, led by Credo Ventures), and a subsequent $10 million round (November 2024, led by Headline). Named customers include Alma, Two Chairs, Fort Health, Author Health, and Cartwheel, and the platform supports 70,000+ providers across 800+ organizations.
Upheal firmographics
Firmographics- Name
- Upheal
- Legal name
- Upheal, Inc.
- Website
- https://upheal.io
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Upheal is an AI-native EHR and practice management platform for mental health professionals, offering AI-generated clinical notes, treatment planning, scheduling, billing, and telehealth in a single integrated product serving solo practitioners, group practices, and virtual care organizations across six markets.
- Ownership category
- akta.pro rank
Upheal industry classification
Industry- Product category
- Mental Health EHR Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Membership/Subscription Concierge Virtual Care (HLALAAAH)
- akta.pro secondary industry
- AI Triage & Clinical Decision Support (CDS) Platforms (HLALAJAD)
Keywords
Where Upheal is headquartered
LocationHeadquarters
- HQ city
- Middletown
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Upheal business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Individual Plan (Per-Session): Pay-per-session model at $1/session with a $69/month cap. Includes all clinical and practice management features: AI notes, treatment plans, scheduling, telehealth, client portal, messaging, payments, compliance checking, and AI Assistant. No per-provider charges, no minimum spend. Part-time practices (10 sessions/week) pay ~$40/month; full caseloads cap at $69/month.
- Group Plan: One documentation standard for every clinician on a team. Includes shared templates, team management, centralized billing, white-glove onboarding, and EHR migration support. Custom pricing based on practice size and needs.
- Enterprise Plan: Custom pricing for larger organizations requiring SSO, customized note development, dedicated customer success management, SLA, volume discounts, and open API access.
- Free Plan: Free tier offering unlimited AI notes and HIPAA-compliant telehealth at no cost, enabling product-led adoption and trial before conversion to paid Individual plan.
- Payment Processing: HIPAA-compliant credit card processing at 2.9% + $0.30 per transaction for client payments. Generates invoices, statements, and superbills automatically from signed notes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free plan: unlimited AI notes and HIPAA-compliant telehealth at no cost |
| Usage-based | Monthly | Individual paid plan: $1/session, capped at $69/month |
| Subscription | Monthly | Group plan: custom pricing for team practices |
| Subscription | Multi-year contract | Enterprise plan: custom pricing for large-scale deployments |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
Upheal product offering
Product offeringCore offering
Upheal sells an AI-native Electronic Health Record platform purpose-built for mental health professionals, combining real-time session transcription, AI-generated clinical progress notes, AI treatment plans, compliance auditing, a conversational AI Assistant, scheduling, billing, secure messaging, and HIPAA-compliant telehealth into a single integrated practice-management system. Pricing is freemium with usage-based Individual plans ($1/session capped at $69/month) and subscription Group/Enterprise tiers.
Product overview
Upheal is an AI-native EHR (Electronic Health Record) platform built specifically for mental health professionals. The platform operates as a unified system combining AI-powered clinical documentation, practice management, and telehealth capabilities. The core product portfolio includes: AI Clinical Notes for automated progress note generation in multiple formats (SOAP, DAP, BIRP, GIRP, PIRP); AI Treatment Plans featuring Golden Thread that connects problems, goals, interventions, and progress across sessions; AI Assistant (beta) for conversational practice management; Compliance Checker for payer-standard documentation audits; Scheduling with intelligent booking and automated workflows; Client Portal for self-service access; Telehealth for HIPAA-compliant video sessions; Client Payments for automated invoicing and payment processing; Practice Forms for digital intake; Secure Messaging with AI drafting; and Insurance Billing (coming summer 2026). The platform offers tiered pricing: Free plan with unlimited notes and telehealth, Individual plan at $1/session capped at $69/month, Group plan with team features, and Enterprise plan with SSO, custom development, and Open API access.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Clinical Notes AI-powered progress note generation that captures therapy sessions (via audio, text or upload) and creates personalized notes in formats including SOAP, DAP, BIRP, GIRP and PIRP in under 60 seconds. Includes custom templates and Smart Sections for unlimited customization; the AI learns the clinician's writing style over time.
- AI Treatment Plans Automatic generation of treatment plans that connect to session notes via Golden Thread, creating cohesive clinical narratives across sessions and ensuring insurance compliance by linking problems, goals, interventions and progress.
- AI Assistant Context-aware conversational AI co-pilot (beta) that handles administrative tasks including scheduling changes, sending consent forms, drafting client messages, session prep and billing inquiries through natural language interaction.
- Compliance Checker Automatic documentation audits that review notes against payer requirements (Aetna, Optum standards) before the therapist signs, preventing billing clawbacks and ensuring audit-proof documentation.
- Scheduling Intelligent booking system with self-serve client scheduling, automated reminders, intake forms and consent distribution triggered by booking events.
- Client Portal Self-serve space for clients to access their information, book appointments, complete forms and communicate with their therapist.
- Telehealth HIPAA-compliant video conferencing built directly into the platform with one-click join (no downloads required) and full client history visible during sessions.
- Client Payments HIPAA-compliant credit card processing with automated invoicing, superbill generation from signed notes, and a dashboard for managing paid, pending and overdue invoices at 2.9% + $0.30 per transaction.
- Practice Forms Digital-first client intake with customizable forms and AI-powered import from PDF templates for automated form recreation.
- Secure Messaging HIPAA-compliant chat functionality with AI-drafted message capabilities for client communication.
- Mobile and Desktop Apps Cross-platform applications enabling therapists to manage their practice from any device with real-time synchronization across web, iOS and Android.
Companies that use Upheal
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles3 records
Upheal technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability10 records
Feature9 records
Upheal partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights6 records
Upheal competitors and assessment
Company assessmentDirect peers
- Mentalyc: Mentalyc is an AI-powered therapy note generator for mental health professionals, producing SOAP/DAP/ BIRP notes from session audio. It is one of Upheal's most direct competitors, explicitly named in Upheal's comparison pages, targeting the same solo and group practice segment with similar pricing.
- Blueprint: Blueprint is an AI clinical assistant for therapists offering automated session transcription and progress note generation. It is directly compared against Upheal on the company's comparison pages and competes head-to-head for the same solo-practitioner mental health clinician market.
- Freed: Freed is an AI medical scribe that automatically generates clinical notes from patient sessions. While broader than mental health, Freed directly competes with Upheal for therapists seeking AI documentation, is named in Upheal's comparison pages, and uses a similar self-serve, low-friction pricing model.
- Nabla: Nabla is an AI ambient scribe for clinicians that generates clinical notes from patient encounters. It overlaps with Upheal in mental health documentation workflows, appears in Upheal's comparison pages, and competes for the same clinician attention budget on AI scribing.
- Heidi Health: Heidi Health is an AI-powered clinical note generator for healthcare providers, including mental health clinicians. It is named in Upheal's comparison content and competes in the same clinician-facing AI documentation category with similar self-serve onboarding.
- Autonotes: Autonotes is an AI tool that generates therapy progress notes and clinical documentation for mental health professionals. It is directly listed in Upheal's comparison pages and targets the same solo-therapist documentation pain point with a similar AI-native positioning.
Broad incumbents
- SimplePractice: SimplePractice is a leading practice management and EHR platform for private practice mental health clinicians, with scheduling, billing, telehealth, and now AI documentation features. It is the dominant incumbent Upheal aims to displace, and integration with SimplePractice is even offered via Upheal's Smart Fill extension.
- TherapyNotes: TherapyNotes is an established EHR and practice management platform serving mental health professionals with scheduling, documentation, and billing. It is one of Upheal's primary displacement targets and also an integration partner via Smart Fill and migration tools.
- Jane App: Jane App is a practice management platform widely used by allied health professionals including mental health clinicians, offering scheduling, charting, billing, and telehealth. It is a direct competitor in the broader practice management category and is named in Upheal's comparison pages.
Emerging players
- Headway: Headway is a mental health platform that connects therapists with insurance networks and helps practices grow. While not a documentation tool, it competes for the same mental health practice customer relationship and operates a virtual-care-enabled service model comparable to Upheal's enterprise customers.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Upheal social profiles
Digital presenceUpheal compliance and trust
Trust signalCompliance5 records
Upheal financial estimates
Financial estimateRevenue estimate
Valuation estimate
Upheal leadership team
Management profileNumber of profiles
Profiles1 record
Upheal funding detail
Funding detailFunding overview
Funding rounds3 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Upheal M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Upheal
What does Upheal do?
Upheal sells an AI-native Electronic Health Record platform purpose-built for mental health professionals, combining real-time session transcription, AI-generated clinical progress notes, AI treatment plans, compliance auditing, a conversational AI Assistant, scheduling, billing, secure messaging, and HIPAA-compliant telehealth into a single integrated practice-management system. Pricing is freemium with usage-based Individual plans ($1/session capped at $69/month) and subscription Group/Enterprise tiers.
Is Upheal a public or private company?
Upheal is a private company. It is classified as venture growth investor backed and is currently operating.
When was Upheal founded?
Upheal was founded in 2022. It employs 11 to 50 people.
Where is Upheal based?
Upheal is headquartered in Middletown, United States, in the North America region.
How does Upheal make money?
Five revenue lines are on record. Individual Plan (Per-Session) is the primary driver. The others are group Plan, enterprise Plan, free Plan and payment Processing.
Who are Upheal's main competitors?
Direct peers on record are Mentalyc, Blueprint, Freed, Nabla, Heidi Health and Autonotes. Broad incumbents are SimplePractice, TherapyNotes and Jane App. Headway is listed as an emerging player.
Does Upheal have an API?
Yes. Open API access is available on Enterprise plans. Specific API type (REST, GraphQL, webhooks), authentication method, rate limits, versioning, and sandbox availability are not specified in the available sources.
What industry is Upheal in?
Upheal's product category is Mental Health EHR Software. Its primary akta.pro industry code is HLALAAAH, Membership/Subscription Concierge Virtual Care, with a secondary code of HLALAJAD, AI Triage & Clinical Decision Support (CDS) Platforms. Its NAICS code is 5132 and its SIC code is 7372.