Recent updates

The first phase of UphealOS: an operating system for private-pay practices is here.

‍A new EHR replacement that brings all the tools needed to run your practice into one AI-powered system: EHR, payments, scheduling, documentation, telehealth, practice forms, and marketing — all under a single subscription. Here's your first look at the Early Access features now available:

Secure client payments

Get paid with ease while keeping more of what you earn. Upheal offers secure payment processing with low fees of 2.9% + $0.30, easy invoicing, and automatically generated superbills.

Easy client onboarding

Collect intake and consent information quickly using customizable forms, ready-made templates, and automatic reminders that keep clients on track.

Hassle-free scheduling

Connect and manage all of your calendars in one place, reduce no-shows with automated reminders, reschedule with ease, and offer clients a smoother booking experience.

Reliable telehealth

Enjoy secure and stable virtual sessions with built-in AI. Let clients join instantly (couples and family too). Go directly from session to session by managing your virtual waiting room.

Built-in AI notes

Capture sessions in real time as AI drafts structured notes for you, supports non-session documentation, and keeps everything consistent with your templates.

Automated documentation

Reduce admin time with AI-assisted treatment plans, customizable templates, and automatically generate summaries.

Consistent client diagnoses

Maintain a single source of truth for diagnostic information with synced profile, easy in-note editing, and ICD codes that flow directly into superbills.

Learn more about UphealOS here.

The simplest, most reliable way to get notes from online sessions is here: Our desktop app for MacOS, Upheal AI Notes.

What makes the desktop app great?

• Works with any call on your computer: Capture sessions on any telehealth or EHR platform, in any web browser

• Compatible with other desktop apps: Record from other standalone apps like Zoom

• You can use headphones 🎧

• ‍Upcoming Sessions: Instantly see what’s next when you schedule through Upheal.

• ‍Stop-Time Reminders: Get a gentle nudge so you never forget to end a recording on time.

• ‍Smart Notifications: Be alerted before each session so you never miss an automated note again.‍

• Compact Mode: Collapse the app into a sleek, minimal window that stays out of your way while recording.

How to use the app

1. Download the app here (for MacOS only)

2. Open the downloaded .dmg file, then drag Upheal AI Notes to Applications

3. Grant permission to access microphone and system audio

4. The app will minimize to your Mac menu bar while it records

5. Remember to stop recording after your session

Clinicians have been asking for this, and we listened.

One of our most requested features is here: automatically generated notes that sound just like you wrote them.

We’re excited to launch Note Personalization. With it, Upheal AI learns your writing style, so future notes reflect your own clinical voice. The more you edit, the more AI adapts to your clinical and editorial style, reducing repetitive changes and saving you time.

Here's what this means for you:

• Personalized notes: Each edit you make will teach Upheal more about your style. Your future notes will automatically follow your preferences, so you won't have to keep making the same changes.

• Less time editing: Personalization works automatically as you edit. You'll see your notes increasingly match your clinical voice, freeing you up for what matters most.

• You're always in control: You still have full control over your notes, so you can review and change them at any time.

Watch Jeff Kashou, LMFT, walk you through the new feature in this short video:

We're thrilled to introduce Compliance Checker: our answer to the documentation uncertainty that's plaguing private practice. It helps spot missing elements in your notes based on real payer standards, so that you can be audit-ready at all times.

This isn't another template system that forces your unique clinical voice into rigid boxes. Instead, Compliance Checker analyzes your existing documentation approach and identifies specific gaps that could trigger claim reviews. It examines treatment necessity justification, progress measurement, risk assessment completeness, and diagnostic consistency — the four pillars that determine whether your notes will survive automated review systems.

How does Compliance Checker work?

• First, select your criteria by choosing the payer guidance you'd like to apply. Current standards include documentation requirements from Aetna and Optum, with more coming soon.

• For Upheal-generated session notes, you just have to click a “Run Compliance Checker” button next to your note to assess compliance. You’ll be able to review a clear, line-by-line report showing which criteria are met and where documentation may be missing or unclear.

• You can also review external notes for compliance too via PDF upload (up to 50MB each) — making it easier to check your own notes, a colleague’s, or a supervisee’s. This will provide a similarly detailed checklist view of what needs to be fixed before submission.
  

  • Note: Your PDF uploads will never be stored or used to train our AI.

Here's our Senior Clinical Product Lead, Jeff Kashou, talking through how Compliance Checker can safeguard your practice!

‍Compliance Checker is currently available on Upheal's Premium plan. Try it out today with either your own or an Upheal-generated note, and have peace of mind knowing that your notes are audit-ready.

You know that anxious feeling of seeing an upcoming client session, and hastily trying to pull up notes to remember what was last discussed?

With our latest release, we hope to make that anxiety disappear!

We're excited to introduce Treatment Summaries, a new feature to help you prepare for your next session with your clients. This update is designed to save you time by pulling up important client information such as their current diagnoses, therapeutic modalities, goals from the treatment plan, last session highlights and homework assigned.

To help you stay prepared, you will automatically see a treatment summary within the Upheal calendar, in our Chrome extension, and even in our video-calling platform.‍

Here's a video walkthrough from our Senior Clinical Product Lead, Jeff Kashou!

Clinical documentation should reflect the full spectrum of therapeutic interventions, not limit practitioners to generic templates. That's why we've expanded our supported modalities to 70 comprehensive approaches, ensuring your notes capture the nuanced reality of evidence-based practice.

What's new in our modalities library?

Recently added modalities include:

• Accelerated Experiential Dynamic Psychotherapy (AEDP)

• Accelerated Resolution Therapy (ART)

• Inference-based Cognitive Behavioral Therapy (I-CBT)

• Psychedelic Assisted Therapy (PAT)

• Applied Polyvagal Therapy

• Sensorimotor Psychotherapy

• Gottman Method for couples work

• Psychobiological Approach to Couples Therapy (PACT)

• Discernment Counseling

Our modalities framework now encompasses individual therapy approaches from foundational CBT and psychodynamic work to specialized trauma interventions like EMDR and Brainspotting. Couples and family systems practitioners gain access to evidence-based frameworks including Emotionally Focused Therapy, Imago, and Relational Life Therapy.

Each modality integration includes specific documentation templates that capture intervention-specific language, theoretical frameworks, and outcome measures. Whether you're documenting somatic experiencing sessions, tracking DBT skills acquisition, or noting family systems dynamics, your clinical voice remains authentic while meeting documentation standards.

The expansion reflects our commitment to supporting diverse therapeutic approaches without forcing practitioners into restrictive templates. Your clinical expertise drives the documentation process, with AI assistance that understands the theoretical foundations underlying your interventions.

All 70 modalities are available now across all plans, building on our foundation of comprehensive clinical documentation support.

You know that frustrating routine after every session? Finish talking with your client, then spend 15-20 minutes copying notes from one system to another, fixing formatting, and making sure everything looks right. It's the kind of busy work that keeps you away from what you actually love doing.

Smart Fill fixes all of that.

One click, done

Smart Fill is a Chrome extension that lives right in your browser. When you're ready to move your notes to your EHR, just hover over the Smart Fill button. You'll see purple highlights show up around the fields that will get filled—so you know exactly what's happening before you click.

Then you click once. That's it. Your complete note transfers over with all the formatting intact.

How Smart Fill works

Smart Fill plays nicely with the platforms most therapists already use:

• SimplePractice

• TherapyNotes

• Owl Practice

• Jane App

• Healthie

No need to learn new software or change how you work. It just makes your current setup better.

Smart Fill reads your EHR template and matches it to your Upheal notes. As long as your section names match up (like "Session Notes" in both places), it knows exactly where everything goes.

Got custom templates? No problem. Smart Fill works with those too, as long as the section names are the same in both systems.

Getting started with Smart Fill

Ready to save 20 minutes on your next note? Here's how to use Smart Fill for the first time:

1. Get the extension: Make sure you have the Upheal Chrome extension installed and you're logged in. Your note sections need to have the same names in both Upheal and your EHR—like "Session Notes" in both places.

2. Navigate to your EHR: Go to your progress note page in SimplePractice, TherapyNotes, or whichever platform you use. Open the Upheal extension and find the session you want to transfer.

3. Preview before you click: Hover over the Smart Fill button. You'll see purple highlights appear around the fields that will get filled. This shows you exactly what's going to happen.

4. Click Smart Fill: Hit that button and watch your note transfer instantly. All your formatting stays intact, and everything lands in the right place.

5. Quick review: Take a moment to check that everything looks good. Most clinicians find it works perfectly on the first try, but it's always smart to double-check.

💡 Troubleshooting tip: If something doesn't transfer right, it's usually because section names don't match exactly. Just rename your sections so they're identical in both systems.

That's it! Most therapists are completely comfortable with Smart Fill after using it just 2-3 times. You'll wonder how you ever lived without it.

We're excited to introduce Golden Thread, our comprehensive AI treatment planning system that creates seamless connections between assessments, treatment plans, and progress notes. This feature addresses one of healthcare's most persistent challenges: achieving the "golden thread" standard of integrated documentation that payors demand but clinicians struggle to maintain.

What can you do with Golden Thread?

• Generate insurance-compliant treatment plans directly from intake and therapy sessions

• Automatically reference treatment goals in your progress notes

• Create living documents that evolve with client progress

• Maintain therapeutic continuity while reducing documentation time

• Build defensible medical necessity into every note

Golden Thread analyzes your sessions to identify treatment priorities, suggest evidence-based interventions, and create plans that guide your ongoing work. Your progress notes now automatically connect to specific client goals, creating clear therapeutic narratives that insurance companies understand.

The system works with SOAP notes, Enhanced SOAP notes, and Upheal's native template, with support for all templates coming soon. Simply select up to three sessions to generate a comprehensive case snapshot, review and refine your AI-generated treatment plan, then watch as your ongoing notes automatically reference relevant goals.

Golden Thread is available now on Premium plans. Create your first treatment plan by opening any client profile and selecting "New Treatment Plan."