Is my data secure with WellNotes?

Yes. We sanitize all content before processing, store no patient data on external servers, and enforce row-level security at the database level. Your clinical data stays yours.

How does the note generation work?

You type or dictate brief session observations — key topics, interventions, and client responses. WellNotes expands them into a fully structured clinical note matching your chosen template (SOAP, DAP, BIRP, etc.), using professional clinical language and proper formatting.

How does voice dictation work?

Click the microphone button and speak your session notes naturally. WellNotes transcribes your words and uses them to generate a complete clinical note. You can also upload a pre-recorded audio file. Voice dictation is available on Starter and Professional plans.

What note formats are supported?

We support 15+ formats: SOAP, DAP, BIRP, GIRP, SIRP, PIE, Treatment Plans, Intake Reports, Risk Assessments, and specialized templates for Couples, Family, Child-Family, Addiction, Group Therapy, and Supervision notes.

Is there a free trial?

Yes — every plan includes a 7-day free trial with full access to all features. No restrictions during the trial. Cancel anytime before it ends and you won't be charged.

Can I cancel anytime?

Absolutely. There are no contracts or commitments. Cancel your subscription anytime from your account settings — no questions asked.

How accurate is the AI?

Our documentation engine is trained to generate clinically appropriate language and proper formatting. You always review and can edit notes before saving — you stay in full control of every note.

Do you offer a BAA (Business Associate Agreement)?

Yes. We provide a Business Associate Agreement to all subscribers. We take data security seriously. Contact support@wellnotesai.com to request your BAA.

Does my client data get sent to third parties?

Your session content is processed through a secure API to generate notes, but all content is sanitized of identifying information before it's sent. The AI provider does not use API inputs to train their models. No protected health information is stored on any external servers.

Does WellNotes integrate with my EHR?

WellNotes currently works as a standalone documentation tool. You can copy or export your completed notes directly into SimplePractice, TherapyNotes, or any EHR system. Direct integrations are on our roadmap.

What happens to my notes if I cancel?

Your notes remain accessible for 30 days after cancellation, giving you time to export everything. We also offer a one-click bulk export option so you can download all your notes before your account closes.

Side-by-Side Comparison

WellNotes vs Upheal

Last updated: March 2026

Reviewed by the WellNotes Clinical Team

Upheal is an AI-powered platform for mental health professionals that offers automated session notes, analytics, and treatment insights. It focuses on video session analysis with features like sentiment tracking and topic detection. Upheal's free tier attracts users, but full functionality requires the premium plan.

According to the MGMA Practice Operations Survey (2023), the average therapist spends 20+ minutes per progress note. WellNotes generates complete notes in under 2 minutes.

Save $61/mo with WellNotes

At a Glance

	WellNotes	Upheal
Focus	Mental health documentation	AI assistant for mental health professionals
Pricing	$38/mo unlimited	$99/mo (full features)
Data Security
Note Formats	10+ mental health formats	Common therapy formats
Type	Dedicated documentation tool	Clinical documentation tool

Limited — designed around video sessions

Pricing Comparison

Recommended

WellNotes

$38/mo

Unlimited notes, all formats

Unlimited clinical notes
Secure & private
10+ note formats
PDF & CSV export
Free 7-day trial

Upheal

$99/mo (full features)

Free tier + paid plans

Cheapest plan: Free (limited features)

Which Is Right for You?

Choose Upheal if you...

Clinicians who want session analytics and insights
Telehealth-heavy practices using video platforms

Choose WellNotes if you...

Need affordable unlimited clinical notes ($38/mo)
Want 10+ mental health note formats
Require strong data security and encryption
Prefer a simple text-based workflow
Clinicians who primarily need efficient note generation

Ready to Switch from Upheal?

Join clinicians who choose WellNotes for clinical documentation. Start your free 7-day trial.

Start Free Trial — $38/mo after

7-day free trial · Cancel anytime · Secure & private

Frequently Asked Questions

Is WellNotes cheaper than Upheal?

Yes. WellNotes unlimited is $38/mo compared to Upheal's $99/mo premium plan — saving you $61 every month, or $732 per year.

Does WellNotes have session analytics like Upheal?

WellNotes focuses on what matters most — generating accurate, secure clinical notes quickly. If your primary need is documentation rather than session analytics, WellNotes delivers better value.

Can I use WellNotes for in-person sessions?

Absolutely. WellNotes works with any session format — in-person, telehealth, or phone. Just type your session observations and get a complete clinical note.

Is WellNotes secure?

Yes. WellNotes is fully secure and private. Your data is encrypted in transit and at rest.

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