Upheal vs CoralEHR

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 is $29/mo (Starter) or $79/mo (Pro, with the AI scribe, insurance billing and group tools). Groups pay $35 or $85 per clinician, owner seat included, and less past 10 clinicians; interns are free. Every plan includes a 30-day free trial with no credit card, a 30-day money-back guarantee, a 20% annual billing discount and 24/7 support. Telehealth, scheduling, and Stripe payments are on every plan.

At full usage, Upheal's $69/month and CoralEHR's Pro $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, modality tools, group video — while Upheal centers on the recording-based scribe and is still building out the rest.

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 detailed EMDR and other modality templates. Critically, CoralEHR's AI scribe stores no session recording, 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 no session recording is stored.

Switching between AI-first platforms is simpler than migrating from a legacy EHR:

1. Export your data — Upheal supports exporting session notes and client records. Download your completed notes and any documents you've stored.
2. Import to CoralEHR — CoralEHR's onboarding team helps you import client demographics, session history, and clinical documents.
3. Update scheduling links — Replace your Upheal scheduling links on your website and directory listings with your new CoralEHR links.
4. 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.