Save time with secure
‍AI progress notes

Yes. AI progress notes complement the work of mental health professionals allowing them to focus on the human aspects of intervention; being attuned and present. In addition, Upheal works with a secure infrastructure provider and according to strict security and privacy guidelines that are continuously monitored and updated according to HIPAA, PHIPA, PHIPEDA, GDPR, SOC2, and other regulations. More about privacy and data security.

Yes, we do. Upheal handles sensitive personal information so mental health professionals need to collect client consent before holding sessions. You can use our consent collection template and delegate consent collection to us. Any client whose data enters Upheal must agree to this, even if you only use the audio recorder or upload recordings from sessions held in person or on other platforms. We take privacy very seriously. More about consent.

Yes, you can create unlimited session notes for free with Upheal.
While we start you out on a 14-day trial of our most advanced paid plan, our Free plan still lets you generate notes — as many as you want, for as long as you want. We don’t rush you to adopt technology before you’re comfortable, despite AI processing costs being high. And if you’re enjoying Upheal, you can earn bonuses and get discounts for other providers with our referral program.

Absolutely. You can capture online sessions without even leaving your EHR. Our extension works with any telehealth or video-calling platform. You can also capture audio during in-person sessions or choose to upload audio recordings manually. Either way, it’s easy to copy-paste the note content to your EHR.

No, we are not. Our goal is to support the therapist in the work that they do and provide better life balance with AI-powered automation. We do a limited amount of data training for specific scenarios like medication and name recognition, prompt evaluation, or to test the accuracy of our notes. Clients have the option to participate or decline in the sharing of their data for improvements to the Upheal app. Read more.

We respect the ethics of the therapy process, including following strict privacy protocols. Though we need to process private session content to be able to create customized and insurance-ready notes, we delete all audio recordings by default and have several organizational, infrastructural, and technical layers of protection. We follow the best security and privacy principles set by the SOC2 framework and have passed certification by an independent auditor. More about privacy.