Publisher disclosure: ClinicFrame publishes this article. Verify current vendor terms and review all clinical, privacy, and pricing claims before acting on them.
Upheal uses a usage-based model for individual clinicians. Its free plan supports a narrower documentation workflow, while Premium costs $1 per counted session and stops increasing once the monthly charge reaches $69. This makes the headline price simple, but estimating the real bill requires understanding what Upheal defines as a session.
The key detail is that the charge is not limited to successfully generated notes. A scheduled client session can count, and an Upheal telehealth call can count even when no note is created. Optional AI, payment, and insurance functions may also add separate fees.
Pricing and billing rules in this article were checked on the official Upheal pricing page on September 21, 2026. Amounts are in U.S. dollars and may change, so confirm the live terms before subscribing.
Upheal pricing at a glance
| Option | Published price | How it works |
|---|---|---|
| Free | $0 | Unlimited notes from text, dictation, or uploaded recordings, with a limited set of formats and workflows |
| Premium | $1 per counted session, capped at $69 per month | Usage-based monthly billing with all clinical and practice features listed by Upheal |
| AI Assistant Pro+ | $39 per month | Optional add-on for unlimited AI Assistant chat and automated jobs |
| Group or enterprise | Custom quote | Pricing and implementation discussed with Upheal |
Premium includes a 30-day full trial. Upheal says there is no minimum spend, so an individual clinician pays for counted usage up to the monthly cap rather than committing to a fixed base subscription.
What Upheal counts as a session
Upheal states that a session is counted when an AI note is generated or when a client session is scheduled, regardless of the scheduling method. A call conducted through Upheal telehealth also counts even if the clinician does not generate a note. Imported sessions from another EHR are not counted.
That definition matters for practices that schedule well in advance, use Upheal primarily for telehealth, or sometimes document outside the platform. The invoice can reflect workflow activity rather than only the number of completed notes.
What normally does not create a charge
• A session imported from another EHR.
• A no-show removed from the Upheal calendar.
• An AI note that fails during processing.
• Usage above 69 counted sessions in the same calendar month, because Premium reaches its published cap.
Upheal says support can provide a credit when an item was counted incorrectly. Teams should still reconcile the monthly activity report against the calendar and note workflow, especially during the first billing cycle.
How the $69 monthly cap changes the cost curve
The monthly Premium charge follows the number of counted sessions until it reaches $69. After that point, additional counted sessions in the same month do not raise the Premium subscription charge. The examples below are calculations from Upheal’s published $1 rate and $69 cap, not separate quotes.
| Counted sessions in a month | Calculated Premium charge | Effective cost per counted session |
|---|---|---|
| 10 | $10 | $1.00 |
| 25 | $25 | $1.00 |
| 50 | $50 | $1.00 |
| 69 | $69 | $1.00 |
| 90 | $69 | About $0.77 |
| 120 | $69 | About $0.58 |
The cap benefits clinicians with higher monthly usage, while the absence of a minimum can suit lighter or variable caseloads. Optional add-ons and transaction fees remain separate from this calculation.
When the free plan may be enough
Upheal’s free plan includes unlimited AI notes created from typed observations, dictation, or manually uploaded recordings. It supports SOAP, DAP, and intake formats for individual therapy, provides a transcript for uploaded recordings, includes the calendar, and offers basic chat and email support.
The limitations shape the use case. The free plan does not support couples or family documentation formats. Upheal telehealth is available, but the free plan does not automatically produce an AI note or transcript from the call. The clinician must create the note afterward through text, dictation, or an upload. Upheal also states that verbal dictation on the trial and free plan is limited to 15 minutes per session and is available in English.
Before choosing a note format, it helps to define what the clinical record needs to communicate. ClinicFrame’s overview of therapy progress notes explains how structure and clinical purpose should guide that choice.
When Premium becomes the practical tier
Premium is designed for clinicians who need the broader Upheal workflow rather than only uploaded or dictated notes. Upheal describes it as including all clinical and practice features, along with limited monthly use of the AI Assistant. The plan is also the relevant public tier when live capture, automatic telehealth documentation, broader session types, customization, or practice functions are essential.
A trial should test the most demanding routine case, not only a short individual session. Include the normal device setup, an authorized telehealth or in-person workflow, the required note format, and the exact process for transferring the reviewed note into the record.
Optional fees that sit outside the Premium cap
| Function | Published fee | Budgeting note |
|---|---|---|
| AI Assistant Pro+ | $39 per month | Optional add-on for unlimited AI Assistant chat and automated jobs |
| Card payments through Stripe | 2.9% + $0.30 per transaction | Applied to card transactions processed through the payment feature |
| Insurance claim submission | $0.30 per claim | Available in the United States on eligible paid plans |
| Insurance eligibility check | $0.15 per check | Available in the United States on eligible paid plans |
On September 21, 2026, Upheal’s pricing page described insurance billing as free through the end of September. Because this is a dated promotion, practices should use the standard per-use amounts for forward-looking budgets unless the current page confirms an extension. Upheal says the insurance feature has no separate setup cost or monthly fee and does not add an ERA charge.
How the monthly invoice works
Upheal measures usage by calendar month and charges on the first day of the following month. This is different from a subscription cycle tied to the signup date. A clinician who starts late in the month should therefore review how much activity falls before the month closes.
Upheal also publishes a 30-day money-back guarantee. The clinician must contact support within 30 days of subscribing. Cancellation is available at any time, after which the account returns to the free plan while retaining access to existing data, according to Upheal’s subscription guidance.
Group practice pricing requires a quote
Upheal does not publish a standard group or enterprise amount. Its official materials direct practices to a consultation. Team accounts receive a 14-day full-featured trial and revert to the free plan if the practice does not subscribe, without losing data.
• Confirm whether pricing is based on seats, active clinicians, usage, or a combination.
• Ask how clinicians are added, removed, or temporarily deactivated.
• Clarify implementation, training, support, data migration, and contract length.
• Model optional payment and insurance fees separately from the quoted platform cost.
Upheal states that multiple providers cannot share one individual account, so a group should not model cost by assuming shared credentials.
Run a one-month utilization test
A useful forecast should mirror Upheal’s billing definition. Start with scheduled sessions rather than completed notes, then identify telehealth calls, imported calendar items, likely no-shows, and optional transaction volume. During the trial, compare the forecast with the platform’s actual counted usage.
| Metric to record | Why it matters |
|---|---|
| Sessions scheduled in Upheal | Scheduling can trigger the session charge |
| AI notes generated | Note generation can trigger the charge |
| Upheal telehealth calls | Calls count even when no note is generated |
| Imported EHR sessions | Upheal says these are not counted |
| Removed no-shows and failed notes | These should normally not be charged |
| Card payments, claims, and eligibility checks | These can add separate transaction fees |
Clinicians evaluating another workflow can compare the same cases in ClinicFrame, including in-person, telehealth, and dictated sessions. The meaningful benchmark is the time and cost required to produce a reviewed clinical note, not the generation step alone.
Privacy and consent should also be tested as operational steps. ClinicFrame’s article on patient consent for AI scribes can help practices frame that evaluation without treating consent as a one-time checkbox.
Final recommendation
Estimate cost from counted workflow activity, then add any AI Assistant, payment, or insurance charges. The published cap makes the core Premium amount predictable at higher volume, but the free plan and low-volume months require a closer look at documentation formats and how sessions enter the calendar.
ClinicFrame is worth evaluating when the priority is a focused documentation workflow for therapists. Test it with the same real-world session mix, note requirements, privacy process, and review standard, then compare the total effort required to produce an approved record.
Frequently Asked Questions (FAQs)
How much does Upheal cost?
Upheal offers a free plan. Its individual Premium plan costs $1 per counted session and is capped at $69 per calendar month.
Does Upheal have a free plan?
Yes. The free plan includes unlimited notes from typed observations, dictation, or uploaded recordings, with SOAP, DAP, and intake formats for individual therapy.
What counts as a session for Upheal billing?
Upheal counts generating an AI note or scheduling a client session. An Upheal telehealth call also counts even if no note is generated. Imported sessions from another EHR do not count.
Does Upheal offer a free trial?
Yes. Upheal advertises a 30-day full trial for individual Premium. Its group-practice materials describe a 14-day full-featured team trial.
Is there a minimum monthly charge?
Upheal states that individual Premium has no minimum spend. The monthly charge follows counted usage up to the $69 cap.
How much is Upheal’s AI Assistant add-on?
AI Assistant Pro+ is listed at $39 per month and provides unlimited AI Assistant chat and automated jobs. Premium includes limited monthly AI Assistant usage.
Are payment and insurance fees included in the $69 cap?
No. Upheal lists card-processing and insurance-billing fees separately from the Premium session charge.
Can multiple clinicians share one Upheal account?
No. Upheal states that multiple providers cannot share one account. Group practices should request team pricing.
Can I cancel Upheal?
Yes. Upheal says users can cancel at any time. The account returns to the free plan and retains access to existing data.
How to validate the price before you decide
A published number is the beginning of a buying decision, not the whole decision. Record the billing unit, cadence, minimum term, renewal mechanics, taxes, usage boundary, and any promotional condition. Then map those terms to an ordinary month and a busy month in the practice.
For upheal pricing, confirm what counts as a session, note, user, seat, action, or add-on. Test whether scheduled sessions, failed generation, telehealth calls, unused capacity, or extra clinical workflows affect the invoice. Ask the vendor to confirm the current terms in writing before relying on a forecast.
Compare the subscription with review time, correction work, transfer into the record, training, support, privacy review, and migration or exit work. A lower listed price can still create a higher total cost when the surrounding workflow remains manual.
Finally, record the source date, assumptions, expected volume, and trigger for a recheck. Pricing and product terms can change, so preserve the evidence used for the decision.
