Upheal vs CoralEHR
Both Upheal and CoralEHR put AI at the center of the EHR experience rather than treating it as an add-on. But they take different approaches — Upheal is an ambient-scribe-first platform with usage-based pricing, while CoralEHR integrates AI into complete clinical workflows. Here's how they compare.
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Choose Upheal if…
- You want an ambient AI scribe that records sessions live (telehealth, in-person via mobile, or Zoom) as your core workflow
- You want usage-based pricing — $1 per session, capped at $69/month, with a genuinely free plan
- You need 30+ note templates built from 170 preset sections and session analytics like talk ratios
- You want an AI compliance checker that reviews notes against payer requirements before signing
- You primarily need AI notes and telehealth, and can wait for insurance billing
Choose CoralEHR if…
- You want AI documentation integrated into full clinical workflows — scheduling, assessments, treatment plans, and payments in one system
- You need built-in measurement-based care — 35+ auto-scored assessments (PHQ-9, GAD-7, Y-BOCS, PCL-5) that feed into notes and treatment plans
- You want AI that drafts from your own typed shorthand — no session recording required
- You run couples, family, or group sessions — Upheal's own video is 1:1 only and its couples notes are in beta
- You want modality tools (EMDR, IFS, ERP, ACT, play therapy) built into the EHR
Feature-by-Feature Comparison
O Overview
| Feature | Upheal | CoralEHR |
|---|---|---|
| Best For | AI-first private-pay MH | Solo private-pay |
| Scheduling & Reminders | ✓ Email + SMS (added May 2026) | ✓ Email & SMS reminders |
| Key Integrations | Stripe, Google Cal (one-way), Zoom capture | Stripe, Google Cal |
| Data Export | PDF, CSV export | CSV, PDF export |
P Pricing
| Feature | Upheal | CoralEHR |
|---|---|---|
| Starting Price (Solo) | $1/session | $29/mo |
| Per Additional Clinician | $1/session, cap $69/mo | From $35/clinician/mo |
| Free Trial | ✓ 30-day full trial, no credit card + free plan | ✓ 30-day free trial, no credit card |
| No Setup Fees | ✓ | ✓ No setup fees + free white-glove migration |
| Annual Discount | ✗ Usage-billed monthly | ✓ ~20% off annual billing |
B Billing & Claims
| Feature | Upheal | CoralEHR |
|---|---|---|
| Insurance Billing | ✗ Still "coming summer 2026" as of June 2026; separate fees will apply | ✗ Private-pay focused |
| Electronic Claims | ✗ | ✗ |
| Superbills | ✓ | ✓ |
| ERA/EOB Processing | ✗ | ✗ |
| Integrated Payments | ✓ Stripe integration; 2.9% + $0.30 | ✓ Stripe integration |
| Cost Per Claim | N/A | N/A |
| Client Invoicing | ✓ | ✓ |
| Revenue Dashboard (30/90/365-day, AR aging, payouts) | - | ✓ 30/90/365-day filters, AR aging buckets, full payouts dashboard |
T Telehealth
| Feature | Upheal | CoralEHR |
|---|---|---|
| Built-in Video | ✓ All plans, incl. free | ✓ HIPAA-compliant video |
| Included in Base Price | ✓ All plans | ✓ All plans |
| HIPAA-Compliant Video | ✓ | ✓ Encrypted, HIPAA-eligible AWS infrastructure |
| Screen Sharing | ✓ | ✓ |
| Group Video Sessions | ~ Couples (beta) & family via Zoom/recording; own video is 1:1 only; no group therapy | ✓ |
| Mobile Telehealth | ✓ iOS/Android recorder + branded client apps | ✓ |
D Documentation & AI
| Feature | Upheal | CoralEHR |
|---|---|---|
| Progress Notes | ✓ AI-generated from sessions | ✓ Template-aware sections, markdown + rich text |
| Note Type Coverage | ✓ 30+ templates from 170 preset sections | 8 types |
| Treatment Plan Templates | ✓ AI Golden Thread plans | 22 templates |
| AI-Powered Notes | ✓ Core feature: ambient capture, dictation, text; reviewers report hallucination/speaker-attribution errors | ✓ Scratchpad → AI draft → AI judge → clinician redraft → sign |
| AI Features Beyond Note-Drafting | ~ Scribe, compliance checker, AI assistant (beta), AI-drafted replies | 11 AI features |
| AI Form Builder (plain-language → form) | ✗ | ✓ Describe a form in plain language; iterative chat refinement; version history with diff |
| AI Progress Reports (PDF, date-ranged) | ✗ | ✓ Weekly summaries of patient data - assessments, treatment plan, notes, recommendations. Clinician-reviewed; AI assists, does not replace clinical judgment |
| Custom Forms | ~ Practice forms + custom AI instructions | ✓ Drag-and-drop, undo/redo, autosave, 17 question types |
| E-Signatures | ✓ | ✓ |
| Wiley Treatment Planners | ✗ | ✗ Built-in modality templates instead |
M Modality-Specific Tools
| Feature | Upheal | CoralEHR |
|---|---|---|
| EMDR Builder (Shapiro 8-phase, SUD/VOC) | ✗ | ✓ Shapiro 8-phase, target sequencing, SUD 0-10, VOC 1-7, body-scan installation |
| IFS Builder (Schwartz parts mapping) | ✗ | ✓ Manager / exile / firefighter parts mapping, burden tracking |
| ERP Builder (Foa fear hierarchies, SUDS) | ✗ | ✓ Foa fear-domain hierarchies, SUDS pre/peak/post (0-100), response prevention |
| ACT Builder (hexaflex, VLQ) | ✗ | ✓ Hexaflex, 10-domain VLQ, 7 named defusion techniques, 1-5 snapshots |
| SPT Builders (Synergetic Play Therapy) | ✗ | ✓ SPT-Child (caregiver partnership) + SPT-NARM (adult disconnection patterns) |
| Modality-Specific Builder Count | 0 | 6 builders |
P Patient Symptom Tracking
| Feature | Upheal | CoralEHR |
|---|---|---|
| Roadmapped Conditions | ✗ | Tourette's live; ADHD + OCD next |
I In-Session Therapy Tools
| Feature | Upheal | CoralEHR |
|---|---|---|
| Digital Sand Tray (play therapy miniatures) | ✗ | ✓ Search 200+ miniatures, favorites, "Surprise Me" mode, fullscreen pop-out for client-facing sessions |
| EMDR Bilateral Stimulation Tool | ✗ | ✓ Horizontal/vertical/diagonal BLS patterns, speed control, fullscreen for screen sharing |
| Guided Breathing Exercises | ✗ | ✓ Box, 4-7-8, calm breath patterns with visual pacing |
| Grounding Exercise (5-4-3-2-1 sensory) | ✗ | ✓ 5-4-3-2-1 sensory grounding exercise |
| Feelings Volcano (children's emotional regulation) | ✗ | ✓ Feelings volcano - children's emotional regulation interactive |
| Worry Muncher (cognitive defusion) | ✗ | ✓ Worry muncher - cognitive defusion exercise |
| Total Built-in Therapy Tools | 0 | 6+ tools |
I Interoperability & Data Portability
| Feature | Upheal | CoralEHR |
|---|---|---|
| FHIR R4 API | ✗ | ✓ FHIR R4 endpoints for Patient, Encounter, Observation, Condition, MedicationStatement, DocumentReference |
| US Core Profiles (USCDI) | ✗ | ✓ US Core profiles compliant - meets USCDI v3 data classes |
| SMART on FHIR App Launch | ✗ | ✓ SMART on FHIR app launch with OAuth 2.0 / OIDC for third-party app integration |
| Multi-Provider Data Sharing | ✗ | ✓ FHIR-based handoff to neurologists, PCPs, psychiatrists for shared patient care; powers TicVision and other vertical integrations |
C Client Portal
| Feature | Upheal | CoralEHR |
|---|---|---|
| Online Scheduling | ✓ | ✓ |
| Digital Intake Forms | ✓ | ✓ |
| Secure Messaging | ~ In-app messaging | ✓ |
| Client Payment Portal | ✓ | ✓ |
| Document Sharing | ✓ | ✓ |
| Appointment Reminders | ✓ | ✓ |
S Security & Compliance
| Feature | Upheal | CoralEHR |
|---|---|---|
| HIPAA Compliant | ✓ | ✓ |
| BAA Provided | ✓ | ✓ |
| Two-Factor Auth (2FA) | ✓ | ✓ |
| Data Encryption | ✓ AES-256 | ✓ Encrypted in transit and at rest on AWS |
| Audit Logs | ✓ | ✓ |
S Support
| Feature | Upheal | CoralEHR |
|---|---|---|
| Phone Support | ✗ | ✓ Founder's personal line |
| Live Chat | ✓ | ✗ |
| Email Support | ✓ | ✓ |
| Knowledge Base | ✓ | ✓ |
| Onboarding Assistance | ✓ Self-service + guides | ✓ Personalized pilot onboarding |
| Dedicated Account Manager | ✗ | ✓ Founder-led support |
Pricing Snapshot
Upheal uses usage-based pricing: a free plan (unlimited AI notes from dictation/text/uploads and unlimited telehealth, but no live session capture) and a paid plan at $1 per session, capped at $69/month per provider, which unlocks live ambient capture, scheduling, forms, billing, treatment plans, the compliance checker, and analytics. There's a 30-day full-feature trial and a money-back guarantee. Insurance billing has not shipped — it's been "coming summer 2026," with separate fees to apply at launch. Card processing is 2.9% + $0.30.
CoralEHR starts at $29/mo (Starter), $79/mo (Professional), or From $35/clinician/mo (Practice for 6+ clinicians). Every plan includes a 30-day free trial with no credit card, a 20% annual billing discount, and free white-glove migration — with telehealth, scheduling, assessments, and Stripe payments included on every plan, and AI documentation (notes, treatment plans, form builder) included on Professional with no per-seat add-on. An optional, consent-first ambient AI scribe is available too.
At full usage, Upheal's $69/month and CoralEHR's Professional $79/month are roughly comparable, and Upheal is cheaper for low-volume caseloads. The difference is what's underneath: CoralEHR bundles a structured EHR — measurement-based care, treatment plans with goal tracking, modality tools, group video — while Upheal centers on the recording-based scribe and is still building out the rest.
Overview
Upheal and CoralEHR represent a new generation of EHRs built around AI from day one, not as an afterthought. Both are designed primarily for private-pay therapists who want modern documentation tools without the insurance billing overhead of legacy platforms like SimplePractice or TherapyNotes. This makes them direct competitors — and the choice between them comes down to what you need beyond AI notes.
Upheal launched in 2021 and has built a strong reputation for its AI documentation engine, now used by a claimed 70,000+ providers. It has grown from a scribe into an AI-native EHR: ambient session capture (telehealth, in-person via mobile app, or Zoom), 30+ note templates built from 170 clinically approved sections, an AI compliance checker, Golden Thread treatment plans, scheduling with client self-booking, a client portal, secure messaging, and superbills. Pricing is usage-based: a free plan, then $1 per session capped at $69/month per provider.
CoralEHR wraps AI into end-to-end clinical workflows: scheduling, patient assessments, treatment planning, Stripe-based payments, telehealth with in-session tools, and modality-specific builders. Critically, CoralEHR's AI drafts notes from your typed scratchpad or a guided conversation — no session recording required — while Upheal's core workflow is recording-based. The trade-off: Upheal gives you a deeper ambient-scribe experience; CoralEHR gives you a more complete clinical platform where AI is one piece of a practice management system, and recording is never required for AI to help.
Strengths & Weaknesses
Upheal Strengths
- AI is the entire product — ambient capture across telehealth, in-person (mobile app), and Zoom, with notes generated in under 60 seconds
- 30+ templates from 170 preset sections — extensive customization across 70 therapy modalities, plus an AI compliance checker and Golden Thread treatment plans
- Usage-based pricing — $1/session capped at $69/month, a genuinely free tier, and a 30-day money-back guarantee
- Fast product velocity — SMS reminders, secure messaging with AI-drafted replies, and branded client apps all shipped in May–June 2026
- Session analytics — talk ratios and session insights (not available for couples sessions)
Upheal Weaknesses
- AI accuracy needs close review — reviewers and a documented December 2024 incident (via Alma's Upheal-powered Note Assist) report hallucinated clinical details, omissions, and speaker misattribution; every note needs careful clinician editing
- Recording-centered workflow — live capture is the paid plan's core; the free tier trains Upheal's models on session data, which some therapists consider a consent problem
- Insurance billing still unshipped — advertised as "coming summer 2026," with separate fees to apply; today it's client billing and superbills only
- Couples/family/group limits — its own telehealth can't host multi-party calls, couples notes are in beta without analytics, and true group therapy is unsupported
- No measurement-based care library — no built-in auto-scored PHQ-9/GAD-7-style assessments
- Reliability wobbles — Upheal's own status page logged four incidents in the eight weeks ending June 9, 2026
- No phone support (chat/email only), one-way Google Calendar sync, and a public API only on Enterprise
CoralEHR Strengths
- Integrated clinical workflows — AI notes, 35+ auto-scored assessments, treatment plans with goal tracking, scheduling, and payments in one system
- AI without recording — drafts from typed scratchpad notes or a guided conversation agent; nothing is recorded unless you opt into the (coming) scribe
- Modality tools built in — EMDR, IFS, ERP, ACT, and play-therapy builders plus in-session tools (bilateral stimulation, digital sand tray)
- Group and family sessions — group video on every plan, plus a dedicated couples & family note type
- Founder-led support — direct access to the founder for setup, onboarding, and ongoing help
CoralEHR Weaknesses
- No ambient scribe yet — current AI is text-driven note generation; live session capture is on the roadmap
- No session analytics — no talking ratio, sentiment, or cadence tracking features
- No free tier — 30-day trial instead; Upheal is cheaper for very low-volume caseloads
- Newer platform — less established than Upheal in the AI-first EHR space
Migration Notes
Switching between AI-first platforms is simpler than migrating from a legacy EHR:
- Export your data — Upheal supports exporting session notes and client records. Download your completed notes and any documents you've stored.
- Import to CoralEHR — CoralEHR's onboarding team helps you import client demographics, session history, and clinical documents.
- Update scheduling links — Replace your Upheal scheduling links on your website and directory listings with your new CoralEHR links.
- Re-collect consents — Use CoralEHR's digital intake forms to gather updated consent documents.
The migration typically completes in a single onboarding session with the CoralEHR founder.
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Frequently Asked Questions
Common questions about Upheal vs CoralEHR.
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Reviewed by Aanish Sachdev, Co-Founder of CoralEHR
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