Upheal

06/04/2026

There's a lot of conversation right now about how EHR platforms handle session data. At Upheal, your sessions belong to you and your clients.

Here's how we keep it that way:

🟣 Transcripts are stored on your behalf: You control retention. Auto-delete after 7 days, delete individual sessions, or keep them as long as you need.

🟣 No AI training on session data: We don't use transcripts, notes, or clinical content to train models.

🟣 Client consent comes first: Any use of session data for product improvement requires your client's explicit opt-in. It's not a default or buried in settings.

🟣 Support access is opt-in: If you need help with a note or transcript issue, you grant us access for that specific case. There's no standing window into your sessions.

We built Upheal this way because we believe the tools clinicians use should reflect the same standard of consent they practice in the room.

05/28/2026

Upheal payments just got a lot better. Before we ship insurance billing, we needed the foundation to actually work the way clinicians need it to.

Your invoice in Upheal is now a real session ledger. Log any external payment (cash, check, Venmo, Zelle) even without Stripe. Take partial payments. Split one payment across multiple invoices. See exactly where each client stands. Apply credits to open invoices. Send clean receipts for payments and refunds. Pull a full statement for any client, any time.

Upheal Assistant can check a client's balance or take you straight to their billing screen. You confirm anything that touches money.

Practice owners: you can manage billing across your whole team from one place. Create invoices, charge clients, log payments, and generate superbills and statements for any provider in your practice.

This is step one. Insurance billing is next.

05/14/2026

We just shipped a new feature that clinicians have been asking for, and it works differently from what you'll find in any other EHR.

Client Messaging is now live in Upheal. Watch the video to see it in action.

Here's what makes it different: your Upheal Assistant can draft any message, whether you're starting a new conversation or responding to a client, based on your actual session notes, treatment plan goals, and assessments. It uses real clinical context, so you can simply review and send. It never sends without your approval.

You can also message your whole caseload at once with Announcements. Great for holiday hours, rate changes, or anything you'd otherwise send one by one. Clients get notified through the native Upheal app on iOS (Android coming very soon), so messages actually get read.

Drop a comment if you have questions. We'd love to hear what you think! 👋

05/11/2026

A throwback to five years ago, when Upheal was born to help change how therapists write their notes.

At the time, most people called it a gimmick. The large EHR platforms dismissed it as a novelty.

Then quietly, one by one, those same platforms started shipping their own versions of it. Some are decent. Most are not. Nearly all of them are still layered onto systems built for a world before AI existed.

Meanwhile, we kept building. We evolved from helping therapists write notes better to helping them run their entire practices.

Upheal Assistant now understands the full context of your client history and surfaces what matters most before your day even begins. It helps you prepare for sessions instantly, catches emerging clinical patterns over time, and handles operational work like scheduling and payments behind the scenes.
This is what an AI-native mental health platform looks like.

The future of EHRs won't be built by those bolting "AI" onto their legacy systems. It will be built from the ground up with AI at the core.

That future is already starting to take shape here. The rest of the market is about to spend the next few years catching up again.

Here's to another 5 years with Upheal 💜

04/23/2026

"Prep me for my day."

That's all it takes. Upheal's AI Assistant comes back with your full schedule, unsigned notes, and pending billing before your first session starts.

It now works across your *entire* practice. Ask it anything:

"Reschedule my 3pm tomorrow" — done, no calendar needed
"Who has outstanding balances?" — finds every client, sends reminders
"Write a discharge summary for [client]" — built from session notes, ready to sign

You didn't go to grad school to chase invoices and update calendars. So don’t.

See it in action at the link in the comments ⬇️

04/17/2026

Most therapists aren't staying on SimplePractice because they love it. They're on it because leaving feels like too much work. Rebuilding years of client records, notes, and session history manually doesn't feel like migrating to a better platform, it feels like a nightmare.

Upheal's AI migration handles it for you.

Here's what happens when you make the switch:

✅ Export your data from SimplePractice (we walk you through every step)
✅ Upheal's AI processes your files and parses your sessions, notes, and clinical records
✅ Everything lands in your new account automatically: clients, contracts, sessions, documents

Most therapists are up and running before their next session.

Coming from TherapyNotes, SessionsHealth, Owl, or CounSol? Our support team handles the migration for you too.

Switch to Upheal this weekend: https://hubs.li/Q04cyXMG0

03/24/2026

Only 1 week left of Social Work Month 💜

We’re grateful for the care and advocacy social workers bring to their clients every day.

If a social worker comes to mind who could benefit from a little less admin, send them your Upheal referral link. Here’s what happens:

- They get 3 months free
- We donate $100 to the NASW Foundation for every new LCSW who joins an Upheal Premium plan
- You earn $300 when they become a paid user

To claim the offer, they just need to sign up, open AI Assistant, and say: “I am a social worker.”

Thank you for the impact you make every day. 💙

03/19/2026

Are you heading to the Psychotherapy Networker Symposium this weekend? We’ll be there and would love to meet you!

Our Head of Clinical Operations, Ted Faneuff, is speaking on Saturday as part of the panel “AI in the Therapy Room.” If you’re attending, it’s a great session to catch.

The Upheal team will also be at our booth throughout the event, so feel free to stop by, say hi, and see what we’ve been building.

Hope to see you there.

03/16/2026

Webinar: Common Tax Deductions for Therapists 💻

With 2025 tax season here, it’s a great time to make sure you’re knowledgeable about all possible deductions.

Join Heard and Upheal for a free, live workshop as we walk through common tax deductions for therapists to lower your tax bill.

- What is a tax deduction?
- How do I write something off?
- Will I get in trouble with the IRS?

Get answers to these questions and more.

The webinar will be recorded, so if you can’t make it live, you can still sign up to get the recording.

Hope to see you there! 👋

02/27/2026

Upheal’s AI Assistant is the first EHR you can actually talk to. 🗨️

It’s a clinical assistant that already knows your clients, their history, their patterns, their progress, and answers your questions in seconds, securely, inside your workflow.

💬 "What were the biggest breakthroughs for this client over the last 6 months?"
💬 "Suggest three interventions for our next session."
💬 "Draft a referral letter based on their clinical history."

AI Assistant is purpose-built for clinicians, with no use of your data for training without your consent.

Therapists deserve tools that respect both their expertise and their clients' privacy, so that's what we’re building.

📹 See how AI Assistant works: https://www.youtube.com/watch?v=4W3uX7HJgHk

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