Upheal or JotPsych, once your therapy practice hires a prescriber
Upheal's home page lists notes, scheduling, telehealth, and insurance billing, but no e-prescribing. JotPsych covers the same functions, plus e-prescribing.
Head of Growth and Operations, JotPsych
Your therapists already work in Upheal, and your first psychiatric nurse practitioner (PMHNP) starts seeing medication patients soon. Check whether your platform can send a prescription before then.
| Function | Upheal | JotPsych |
|---|---|---|
| Notes | Therapy and psychiatric progress note templates | Draft notes in each visit type's template |
| Scheduling | Scheduling and client self-scheduling | Staff scheduling and online booking |
| Video visits | Telehealth visits | JotMeet video visits |
| Insurance billing | Insurance billing and claims | Insurance claims in JotBill, which your biller checks and submits |
| Note checks | Compliance Checker checks therapy notes against Aetna and Optum standards | JotAudit checks each note against the codes billed before the clinician signs |
| E-prescribing | Not on Upheal's home page | DoseSpot, including controlled-substance prescriptions |
Upheal's home page and Compliance Checker page, read October 3, 2026, list the Upheal column, and JotPsych's product guide lists the JotPsych column. Your therapists keep notes, scheduling, video visits, billing, and note checks on either platform.
Upheal, if your PMHNP prescribes from another system
Go with Upheal if your PMHNP will send prescriptions from another system. Upheal's home page offers progress note templates for therapy and psychiatry, plus scheduling, client self-scheduling, telehealth, and insurance billing.
Upheal's Compliance Checker checks therapy notes against Aetna and Optum standards. Upheal's home page doesn't list e-prescribing.
JotPsych, if your PMHNP prescribes where your therapists work
Go with JotPsych if your PMHNP should prescribe on the platform your therapists use. Your PMHNP's follow-up visit type opens the medication management template with 99214 and the 90833 add-on, so they're set before the visit.
Your PMHNP sends prescriptions through DoseSpot, which opens in a new tab from the patient's chart, and follows the authentication requested when sending a controlled prescription. Office staff can enter one first as pending work. The PMHNP then reviews and sends it.
Each note also goes through JotAudit, which checks it against the codes billed before the clinician signs. Your staff schedule visits for every clinician. Patients can book online. JotMeet runs video visits for your therapists and your PMHNP. Then your biller checks each claim in JotBill and selects Submit claim.
Ask Upheal and JotPsych about the prescription
Start with Upheal. Ask how your PMHNP would send a prescription, including a controlled substance, and which system would send it. Then book a JotPsych demo that runs one follow-up from booking to claim, with the prescription in the middle. Count the steps.
Upheal's home page, read October 3, 2026, lists no e-prescribing, and JotPsych's product guide shows the prescription going out through DoseSpot. On Upheal, the prescription is the one step your PMHNP would take in another system.
Your PMHNP sends prescriptions through DoseSpot from the same JotPsych platform your therapists use.
Book 15 minutes- Upheal, home page, read October 3, 2026.
- Upheal, Compliance Checker, read October 3, 2026.