Upheal

Upheal is an AI-native electronic health record (EHR) platform designed specifically for mental health professionals, including therapists, counselors, and private practitioners. It centralizes the administrative and clinical tasks of running a therapy practice into a single interface, reducing the time providers spend on documentation, scheduling, billing, and compliance management. The core feature is an AI-powered note-taking system that listens to therapy sessions in real time (via HIPAA-compliant telehealth integration) and automatically generates personalized clinical notes. These notes can be customized using standard templates such as SOAP, DAP, BIRP, and GIRP, or providers can create their own note structures. The AI captures key details, interventions, client responses, and session progress, allowing clinicians to finalize notes in under 60 seconds after each session. This eliminates the need for manual transcription or writing during or after appointments, significantly reducing documentation burden and potential burnout. Beyond note generation, Upheal includes a built-in scheduling system that automates appointment booking, reminders, and calendar syncing. Clients can self-schedule through a secure portal, and the system sends automated SMS or email reminders to reduce no-shows. Billing is also integrated, supporting insurance claim submission and payment collection. The platform processes payments and handles claim management, helping providers track revenue and reconcile payments without switching between separate software tools. Telehealth sessions are conducted directly within Upheal, with video, audio, and screen-sharing capabilities, all secured with end-to-end encryption and compliant with HIPAA, SOC 2 Type II, and other U.S. healthcare privacy standa