Upheal Review (2026): Features, Pricing, and Fit for Private Practice

Prices verified 2026-08-18.

Our verdict up front: Klarify is the stronger choice for most private practices. It is fully HIPAA, PHIPA, PIPEDA, Quebec Loi 25, and GDPR compliant, stores all data in Canada, always, includes custom templates on every plan, adds deeper client insights and clinician reflection beyond the note, and runs in full French. Upheal costs US$1 per session capped at US$69/month (C$1/C$69 on its Canadian pricing page), and its free plan includes unlimited notes. Its compliance claims lead with HIPAA and SOC 2 Type II. It names no data-residency location, and its public pages do not mention French.

Upheal vs Klarify at a Glance

Both tools listen to a session and hand you a finished note. The differences that matter to a private practice are structural: where your data lives, and whether the tool replaces your EHR or sits beside it. Canadian practices weigh two more axes: what currency you pay in and whether the tool speaks French.

What Is Upheal?

Upheal is an AI documentation platform for mental health clinicians that captures sessions by video, audio, text, or upload, drafts the progress note, and is expanding into a full EHR. Its marketing states the goal: “The most loved AI notes for therapists. Plus everything you need to replace your EHR, when you’re ready.”

The feature list matches that goal: AI treatment plans, a compliance checker, chart migration, an AI assistant (beta), Google Calendar sync, client self-scheduling, a portal with messaging, practice forms, invoicing, insurance billing, and mobile and desktop apps. The public changelog logged five releases between mid-July and mid-August 2026, including AI session-prep summaries, live insurance billing, and PHQ-9/GAD-7 score insights.

How Much Does Upheal Cost?

Upheal’s individual plan costs US$1 per session, capped at US$69 per month. Billing is usage-based and monthly, with a perpetual free plan underneath and custom pricing for group practices and enterprises. Upheal also maintains a dedicated Canadian pricing page in Canadian dollars: C$1 per session, capped at C$69 per month. Figures verified 2026-08-18.

Per-session price, cap, and card fee are from Upheal’s Canadian pricing page. Insurance billing, discounts, and trial terms are from its US pricing page, hence the US$ figures.

The Canadian price is a 1:1 numeral swap from the US page (US$1/US$69 becomes C$1/C$69), not an exchange-rate conversion, so Canadians pay fewer real dollars than American subscribers.

At 20 sessions a month you pay US$20, or C$20 in Canada; the ceiling only matters past 69 sessions. For context, Klarify (an AI assistant for therapists, built in Canada) posts tiered pricing: free for 10 sessions a month, then US$16, US$32, and US$71 per month for 70, 130, and unlimited sessions (as displayed 2026-08-18). Klarify’s pricing page carries an in-page currency toggle, so Canadian buyers see their plan in Canadian dollars and pay in CAD. Flat tiers keep the monthly bill predictable at a full caseload.

What Do You Get on Upheal’s Free Plan?

Upheal’s free plan is perpetual. The Canadian page describes it as “Unlimited notes and PHIPA-compliant telehealth.” On top of it sits a 30-day full trial of the paid tier, no credit card required, backed by a 30-day money-back guarantee.

The fine print is thinner than the headline: the pricing page groups SOAP, DAP, and Intake as basic note types and implies the fuller list sits paid-side, but the exact free-vs-paid boundary is not spelled out publicly. Ask before you build a workflow on it.

Klarify’s free plan covers 10 sessions a month and includes something Upheal does not offer at any price: a free Psychology Today-style public profile hosted on klarify.ca, with built-in marketing features for attracting clients. Upheal’s free plan has the larger raw note allowance: it says unlimited notes.

Which Note Formats Does Upheal Support?

Upheal publishes 13 formats: SOAP, DAP, and Intake as the basic set, with GIRP, BIRP, EMDR, PIRP, SIRP, PIE, Upheal’s own house format, Psychiatry, Headway-compliant SOAP, and Medical notes rounding out the full set. Klarify ships 21 built-in formats plus custom templates on every plan.

✕\ = not on Upheal’s published format list as of 2026-08-18; their house format may cover it, so confirm with Upheal.*

The practical read: if you want the note structured around your modality (an EFT session documented as EFT, say, or an IFS session as IFS), Klarify’s list is broader, and custom templates, included on every plan, fill any gap. Upheal’s published list covers PIRP, SIRP, and medical notes for psychiatry-adjacent or US insurance billing workflows.

Does Upheal Handle Telehealth and Recording?

Yes. Telehealth is built into Upheal, and the free plan includes it. Upheal captures sessions via video, audio, text, or upload, integrates with Zoom and Google Meet, and runs its own compliant video calls. It supports couples and families too, so the session and the note live in one tool.

Klarify hosts no video calls. It captures sessions six other ways: in-person audio, virtual meeting audio from whatever video platform you already run, session dictation, handwritten notes, uploaded transcripts up to 300,000 characters, and uploaded audio files up to 5 GB. Live recordings cap at three hours. If your sessions sometimes arrive as dictation or handwritten notes, the point goes to Klarify; if you want the call itself hosted in the same product, that is a point for Upheal.

Where Does Upheal Store Session Data?

Unknown, and that is the finding. Upheal’s compliance list is long: HIPAA, PHIPA and PIPEDA, GDPR and DPA, SOC 2 Type II certification, and “continuously externally tested.” But none of its public pages state where session data is actually hosted. For a company with a dedicated Canadian site, the silence is conspicuous.

For a US practice, the HIPAA claim and the SOC 2 Type II attestation answer the headline question, but record-keeping and retention requirements vary by state and licensing board, so verify the details against your own.

For Canadian practices, the residency silence carries more weight. Under Ontario’s PHIPA, you or your clinic remain the health information custodian, responsible for taking reasonable steps to protect PHI wherever it sits (s. 12(1)). Storage outside Canada is not flatly forbidden, but you must be able to answer for it. Quebec raises the bar. The private-sector privacy act as amended by Loi 25 (P-39.1, s. 17) expects an assessment that information communicated outside Québec receives adequate protection, which is hard to perform when the vendor does not say where the data lives. Loi 25 does not appear in Upheal’s published compliance claims, so Quebec clinicians should put that question to Upheal directly.

Klarify’s answer is short. All Klarify data is stored in Canada, always, and the product is fully HIPAA, PHIPA, PIPEDA, Quebec Loi 25, and GDPR compliant. A Quebec clinician running a Loi 25 assessment has the residency answer on day one. Klarify publishes no SOC 2 certification; Upheal publishes a SOC 2 Type II attestation.

On retention: Upheal says recordings are “deleted by default” without publishing a timeline; Klarify purges session audio after 14 days and lets you auto-delete audio, transcripts, or entire sessions on a schedule from immediately to 180 days. On AI training: Klarify never trains on your session data, while Upheal offers an opt-out from model training. Check what the default is before you sign up.

Does Upheal Work in French?

French does not appear anywhere on Upheal’s public pages. There is no French interface on show, no French note generation, and the recent changelog is silent on it too. Confirm directly with Upheal before treating that as final; help-center docs can lag marketing pages. But as of 2026-08-18, a francophone clinician gets no public signal the product speaks their language.

For most US practices this will not decide the purchase. For Canadian practices it can. If you practice in French (OPQ psychologists, OTSTCFQ social workers, bilingual RPs in Ottawa or Sudbury), your clinical record is in French, and an English-only scribe leaves you translating your own notes. Klarify ships its full interface in English and French and, on plans with multi-language support, generates notes in Français (Canada), plus Spanish and Italian. Among AI-first note tools sold in Canada, that lane is otherwise close to empty.

Which EHRs Does Upheal Integrate With?

Upheal’s published integrations are Zoom, Google Meet, SimplePractice, TherapyNotes, IntakeQ, and Healthie, a US-centric list. If your practice runs on SimplePractice, TherapyNotes, IntakeQ, or Healthie, you are covered. Jane App and Owl Practice, the two platforms that anchor most Canadian private practices, are absent. That fits Upheal’s stated strategy of replacing your EHR outright rather than pairing with it.

Migrating a practice onto a new EHR is a bigger decision than picking a note tool: your direct-billing rails, consent forms, and the record-keeping standards your college or licensing board sets all live in the practice-management layer. Canadian practices should check Owl Practice’s pricing and our guide to using Jane App with AI progress notes before replacing either. Whether Upheal’s new insurance billing covers Canadian insurers is not addressed on its public pages, so ask them directly.

Klarify publishes no EHR integrations either. With either tool, the workflow today is the same on both sides of the border. You generate the note, review it, then paste it into your chart.

What Upheal Does Better

Upheal’s advantages, stated plainly:

• A perpetual free plan: unlimited notes plus telehealth.

• Built-in compliant telehealth, so a solo practitioner does not need a separate video subscription.

• An all-in-one product direction. Calendar sync, self-scheduling, a client portal, invoicing, and insurance billing are already in the product.

• Published third-party security attestation: SOC 2 Type II, plus “continuously externally tested.” Klarify publishes no equivalent certification today.

• Frequent releases: the changelog logged five between mid-July and mid-August 2026.

• A Canadian pricing page in Canadian dollars, with PHIPA-localized copy.

• Trial terms: a 30-day full trial, a 30-day money-back guarantee, and 50% off for students and associates for a year.

The Verdict: Which Should You Choose?

Klarify is the stronger choice for most private practices. Compliance is settled rather than researched: Klarify is fully HIPAA, PHIPA, PIPEDA, Quebec Loi 25, and GDPR compliant, and all data is stored in Canada, always. Custom templates come with every plan, pricing stays flat at a full caseload, the interface runs in English and French, and the product goes beyond the note with deeper client insights and clinician reflection. Upheal fits therapists who mainly want its free tier or are shopping for an EHR.

Choose Klarify if:

• You want compliance settled rather than researched. Klarify is fully HIPAA, PHIPA, PIPEDA, Quebec Loi 25, and GDPR compliant, and all data is stored in Canada, always. Upheal publishes no residency location at all.

• You practice in French or run a bilingual caseload. Klarify has a full French UI, plus Français (Canada) note generation on plans with multi-language support.

• Your notes should match your modality (IFS, ACT, EFT, Gottman, SFT, narrative) or your own custom template. Custom templates come with every plan.

• You want the tool to support your thinking as well as your documentation. Klarify adds client insights, session context, visual mindmaps of client themes, and reflection prompts for the clinician.

• Your sessions do not all happen on camera. Klarify captures in-person audio, virtual meeting audio, dictation, handwritten notes, uploaded transcripts, and uploaded audio.

• You could use help filling your caseload. Every Klarify therapist gets a free Psychology Today-style public profile hosted on klarify.ca, with built-in marketing features for attracting clients.

• You want granular retention control: auto-delete for audio, transcripts, or whole sessions, down to “immediately.”

• You are keeping Jane or Owl as your system of record and want a scribe that stays beside them.

• You prefer a predictable flat tier, in CAD or USD via the pricing page’s currency toggle, over metered per-session billing.

Choose Upheal if:

• You want notes, telehealth, scheduling, portal, and billing in one platform, and you are open to it replacing your EHR.

• A perpetual free plan with unlimited notes matters more than format breadth.

• You bill US insurance or need psychiatry, PIRP, or SIRP formats.

• Usage-based pricing fits a small or variable caseload.

• SOC 2 Type II attestation is a hard requirement from your clinic or insurer.

For most Canadian clinicians, and for any practice that wants residency and compliance answered before the first session is recorded, Klarify is the stronger choice. Upheal fits a US practice set on one platform for everything.

If you’re still mapping the field, our roundup of the six best therapy note-taking tools puts Upheal and Klarify beside Mentalyc, Blueprint, and the rest.

Klarify drafts your notes in 21 formats, SOAP to EFT, in English or Français (Canada), and stores them in Canada. Start free with 10 sessions a month.

Frequently Asked Questions

Is Upheal HIPAA compliant?

Upheal lists HIPAA first among its compliance claims, alongside PHIPA and PIPEDA, GDPR and DPA, and SOC 2 Type II certification, and says it is “continuously externally tested.” It does not publish where session data is hosted, so ask where your PHI lives before you sign up. Klarify, for comparison, is fully HIPAA compliant and stores all data in Canada, always.

Is Upheal PHIPA compliant?

Upheal states that it is PHIPA and PIPEDA compliant, and its Canadian pricing page advertises PHIPA-compliant telehealth. It also claims SOC 2 Type II certification. It does not publish where session data is stored, and under PHIPA you remain the custodian, so ask before you sign up. Klarify is fully PHIPA, PIPEDA, and Quebec Loi 25 compliant, and stores all data in Canada, always.

How much does Upheal cost in Canada?

Upheal charges C$1 per session, capped at C$69 per month, with a perpetual free plan underneath and custom pricing for groups. Card payments cost 2.9% + C$0.30, and students and associates get 50% off their first 12 months. Klarify posts flat tiers, free for 10 sessions a month, with CAD available through an in-page currency toggle. Prices verified 2026-08-18.

Does Upheal store data in Canada?

Upheal does not say: no data-residency location appears on its homepage, its Canadian pricing page, or its changelog. Klarify stores all data in Canada, always. Quebec clinicians especially should ask Upheal directly, since Loi 25 expects an assessment before personal information leaves the province.

Does Upheal work in French?

French is not mentioned anywhere on Upheal’s public pages. If you practice in French, Klarify ships its full interface in English and French and generates notes in Français (Canada) on plans with multi-language support. Confirm directly with Upheal before ruling it out.