Upheal vs Mentalyc: Which AI Note Tool for Your Therapy Practice?
By Ilan Sender, Founder & Editor · Last updated Aug 8, 2026
ClinicAI is independently researched and edited. We are not clinicians, and nothing here is medical advice — we compare practice software so you can decide. How we evaluate tools.
This is an independent editorial comparison based on vendor documentation, pricing, and security pages — not on reviews collected on this site. We have not tested note accuracy; trial any shortlist on your own visit types before paying. See our methodology.
| Feature | Upheal | Mentalyc |
|---|---|---|
| Price | Free + up to $69/mo | $19.99–$119.99/mo |
| Free Trial | 30 days | 14 days |
| Rating | No reviews yet | No reviews yet |
| HIPAA | Independently audited | Independently audited |
| Top EHRs | None documented | SimplePractice, TherapyNotes, Jane |
| Best For | Therapists with lighter caseloads (pay-per-session pricing) or anyone open to replacing their EHR entirely | Therapists on SimplePractice, TherapyNotes, Jane, or TheraNest who want notes pushed into their EHR instead of copy-paste |
| Accuracy | N/A | N/A |
| Setup Ease | N/A | N/A |
Our Recommendation
Keep your EHR? Choose Mentalyc — it's the only therapy notes tool with named push integration into SimplePractice, TherapyNotes, Jane, and TheraNest. Open to replacing your EHR or carrying a light caseload? Choose Upheal — pay-per-session pricing capped at $69/month plus a free plan. Both cite SOC 2 Type II attestations; trial both before paying.
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Take the 30-second quizThe Two Strongest-Compliance Options, Head to Head
If you've narrowed your AI note-taking shortlist by compliance posture, you end up with these two: Upheal and Mentalyc are the only dedicated therapy-notes tools we track that cite SOC 2 Type II attestations alongside their HIPAA claims and BAAs. From there, the choice hinges on a fork: do you want a tool that joins your existing stack, or one that replaces it?
The Core Difference: Add-On vs Replacement
Mentalyc is an add-on. It generates notes and pushes them into the EHR you already use — SimplePractice, TherapyNotes, Jane, TheraNest, or any web-based EHR via its Chrome extension. Your billing, scheduling, and client records stay where they are.
Upheal is a replacement. It has no EHR integrations because it ships its own: built-in telehealth, scheduling, client portal, and treatment plans. It positions itself as a full AI-native EHR rather than an add-on, so it does not push notes into SimplePractice, TherapyNotes, or Jane.
If you like your current EHR, that decides it: Mentalyc. If you're paying for an EHR and would pay for a notes tool, Upheal's consolidation math gets interesting.
Pricing
- Upheal: $1 per session, capped at $69/month, with a free plan covering basic note types (SOAP, DAP, Intake). A therapist seeing 12 clients/week pays ~$52/month (roughly 52 sessions a month at $1 each); premium features (treatment plans, compliance checker) require the paid tier.
- Mentalyc: note-volume tiers from $19.99 to $119.99/month.
Watch Mentalyc's tier-gating: couples and family sessions, CPT code suggestions, and several note formats require the $69.99 Pro plan. If you see couples weekly, Mentalyc's real price is the Pro price — ~$70, roughly the same as Upheal's $69 cap.
Session Types and Features
- Couples: both support couples; Mentalyc gates couples (and family) at Pro, Upheal includes couples sessions and documents SOAP, DAP, and Intake note formats.
- Group therapy: Mentalyc supports group notes on its top tier; Upheal's group support is not clearly documented.
- Treatment plans: both. Upheal ties plans to its golden-thread continuity and adds a compliance checker (per its own documentation); Mentalyc adds CPT code suggestions (Pro+).
- Recordings: Mentalyc auto-deletes recordings within 3 days (as stored); Upheal's recording-retention specifics aren't documented in our data — confirm directly.
Trial Both — It Costs Nothing
Upheal: 30-day trial. Mentalyc: 14-day trial. Run your actual documentation style through both for a week; note quality on your session types is the real differentiator, and it's free to find out.
Want this decision made against your full setup — budget, EHR, priorities? Take the 30-second matcher quiz.