Upheal built a strong product for solo talk therapists. It does not have CPT code suggestions, its insurance billing is not live, and there is no prescriber-specific workflow. For PMHNPs and psychiatrists, this matters more than the pricing difference.
Upheal is a well-built scribe for individual talk therapists. The free tier is genuinely generous, the $69/month cap on usage-based pricing is competitive, and the built-in HIPAA telehealth room is a real workflow win for virtual-only practices. For solo therapists seeing fewer than 40 sessions per month who do not bill insurance, Upheal is worth a serious look.
For PMHNPs and psychiatrists, the picture is different. Upheal has no CPT code suggestions, no medication management workflow, no e-prescribing integration, and its insurance billing is listed as coming soon, not live. The psychiatry note template exists but there are no published reviews from prescribers confirming it covers med management, risk assessment, or medication reconciliation at a clinical standard. JotPsych was built for prescribers. The CPT tooling, audit formatting, and documentation defaults are live, not on a roadmap.
Focused on what actually matters for PMHNPs and psychiatrists. Updated May 2026.
| Feature | JotPsych | Upheal |
|---|---|---|
| Designed for prescribers (PMHNP, psychiatrist) | Yes, core productDocumentation defaults, CPT logic, and note structure built around psychiatric workflow | No, therapist-firstPsychiatry note template exists but no prescriber-specific workflows; zero published reviews from PMHNPs |
| CPT code suggestions | Live todayIncluded at all tiers; audit-ready CPT output for psychiatric encounters | Not availableNo CPT tooling; Terms of Service disclaim any warranty on coding or medical-necessity accuracy |
| Insurance billing (claims, ERA, eligibility) | Live | Not liveListed as "coming soon" as of mid-2026; superbills and client invoicing only |
| Note formats | SOAP, DAP, BIRP, EMDR, Treatment PlansTuned to psychiatric documentation and prescriber workflow | Broad librarySOAP, DAP, GIRP, BIRP, EMDR, MSE, PIE, PIRP, SIRP, Intake, Headway-compliant, 170-section custom builder |
| Medication management workflow | Prescriber-awareDocumentation built for med management, reconciliation, and risk assessment | NoneNo e-prescribing, no medication management integration, no prescriber-specific tooling |
| Pricing (solo) | $53–$135/mo$135/mo Pro with full billing and audit features | $1/session, $69/mo capCheaper than JotPsych below 39 sessions/month; equal at 39; more expensive above that |
| Free tier / trial | Free trial, no credit card | Permanent free tierUnlimited AI notes at no cost; 30-day full paid trial with no credit card required |
| HIPAA and BAA | Included | IncludedBAA included; SOC2, GDPR, PHIPA/PIPEDA certified; AES-256; audio deleted by default |
| Built-in telehealth video | External tool requiredWorks with Zoom and other HIPAA-compliant platforms | Built-in HIPAA roomGenuine differentiator: no Zoom dependency for virtual-first practices |
| Mobile app | iOS and Android | iOS onlyNo Android app; in-person capture without a laptop is not supported |
| Multi-speaker accuracy (couples, family) | Supported | Documented failuresReal user reports: speaker ID misidentifies clinician vs. client; "not set up to capture family sessions" |
| EHR integration | Via workflow | Copy-paste or Chrome extensionNo native EHR write-back to major systems |
| Session analytics | Not published | Talking ratio, sentiment, cadenceSession timeline visualization; labeled "informational, not diagnostic" |
| Verified public reviews from prescribers | Published | None foundZero Capterra verified reviews as of May 2026; G2 shows insufficient data for a score; Trustpilot reviews are therapist-only |
Upheal's $1/session model caps at $69/month per provider. JotPsych is $53–$135/mo
A PMHNP seeing 60 med management appointments per month pays $135/mo (Basic, unlimited sessions) with JotPsych vs. $60–$69/mo with Upheal at lower volumes. At scale, JotPsych's flat unlimited pricing means the per-session cost drops as your panel grows. JotPsych includes live CPT tooling that Upheal does not have at any price.
For the Pro tier: JotPsych Pro is $135/month and includes full billing features, audit-ready formatting, and prescriber-specific documentation. Upheal has no equivalent Pro tier that unlocks CPT coding, because that feature does not exist in Upheal at any price point as of May 2026.
Direct quotes from public reviews. Positive and critical, both. There are no published reviews from PMHNPs or psychiatrists.
"This software oversells and underdelivers. They claim to support this modality. Unfortunately, this is a misleading claim. Upheal is not set up to capture family sessions."
Danielle Drake, Trustpilot"It doesn't always accurately record the sessions. It reads my voice as client and doesn't record the client's voice accurately."
Mary, Trustpilot"Upheal has revolutionised my experience as a therapist. It has freed up a significant amount of time, particularly around notes, summaries and admin, while also improving the quality and consistency of my work."
Trustpilot reviewer (therapist), via TrustpilotNote: All published Upheal reviews are from therapists in private practice. No Capterra verified reviews exist. No G2 score is published due to insufficient data. There is no published review data from PMHNPs or psychiatrists as of May 2026.
CPT code suggestions, audit-ready notes, and flat-rate pricing that does not climb with your panel. No credit card required to start.