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.

Alternative

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Alternative?

Last updated: March 2026

Reviewed by the WellNotes Clinical Team

WellNotes is a secure clinical documentation tool built specifically for mental health professionals. Generate complete therapy notes in under 2 minutes.

With therapist burnout rates reaching 50–60% nationally (APA Center for Workforce Studies, 2024), reducing documentation burden matters more than ever.

Try WellNotes Free for 7 Days See full comparison →

Why Clinicians Switch from Upheal

Full features require $99/mo — too expensive for documentation alone

Video-centric workflow doesn't suit in-person practices

Free tier is too limited for consistent clinical use

Analytics features add cost without improving note quality

Why WellNotes Is the Best Upheal Alternative

Affordable Pricing

$38/mo for unlimited notes. Save $61/mo with WellNotes.

Private & Secure

Your data is encrypted and secure. No patient data stored on external servers.

Built for Clinicians

WellNotes

Yes — type observations from any session format

Should You Switch?

Stay with Upheal if...

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

Switch to WellNotes if...

Clinicians who primarily need efficient note generation
In-person practices without video sessions
Clinicians looking for affordable unlimited notes

How to Switch from Upheal

Migration difficulty: easy

Start writing notes from your very next session

Download any notes you want to keep from Upheal

Cancel your Upheal subscription

Simple, Predictable Pricing

WellNotes Professional — unlimited notes at $38/mo.

$38/mo

Unlimited clinical notes

All 10+ note formats
Secure & private
PDF & CSV export
Voice-to-note
7-day free trial

Start Free Trial

Make the Switch Today

Join clinicians who document smarter with WellNotes. Your first 7 days are free.

Start Free 7-Day Trial

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.

View all alternatives

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