Blueprint vs Upheal (2026)
Both bundle documentation with a record system of their own, and both let a practice take the documentation without the record system. The difference is which way round they expect you to buy. Blueprint leads with the assistant, which runs through a Chrome extension beside the practice's current record system at $0.99 a session or $69 a seat for unlimited sessions, adds session prep, suggested interventions, worksheets and between session assessments, and comes with free core tools in Blueprint's own record system. Upheal leads with the platform, putting notes inside scheduling, forms, a client portal, telehealth, payments and insurance billing at $1 a session capped at $69 a month, with a compliance checker that tests notes against payer requirements. Both publish their business associate agreement and a way to start without a sales call. If your failure mode is the documentation layer over a system you already run, start with Blueprint. If it is one system for the whole practice, start with Upheal.
- The assistant works over the record system the practice already runs, at $0.99 a session or $69 a seat for unlimited sessions, and the core tools of Blueprint's own record system cost nothing.
- The work reaches past the note, with session prep and recaps, suggested interventions and worksheets from its clinical library, and assessments clients complete between sessions with scoring and trends.
- Moving later is planned for, since Blueprint's own record system imports clients, notes and billing history from SimplePractice, TherapyNotes and TheraNest.
- One system covers the whole practice, with scheduling, forms, payments, insurance billing, telehealth and the client portal in the same product as the notes.
- The compliance checker flags documentation gaps before a note is submitted, and the Golden Thread links diagnosis, treatment plan goals and progress notes, the continuity payers examine for medical necessity.
- Training needs consent from both sides, since Upheal does not train on sessions unless both the clinician and the client opt in, and audio and video are kept only when the clinician chooses to store them and the client consents.
This comparison is published by AI Health Index, an independent research platform that compares healthcare AI vendors objectively. Blueprint and Upheal are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI Health Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Fact | Blueprint | Upheal |
|---|---|---|
| Primary category | Behavioral Health AI | Behavioral Health AI |
| Founded | 2018 | Not recorded |
| Headquarters | Chicago, Illinois, United States | Miami, Florida, United States |
| Website | blueprint.ai | upheal.io |
Side by Side
Select any grade to read the note behind it.
Product updates
The latest logged changes from each vendor, newest first, each linked to its source.
Upheal
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Product / capability
Upheal added Routines, which let Upheal Assistant run scheduled background tasks.
Source -
Product / capability
Upheal added voice input to Upheal Assistant, so clinicians can speak requests instead of typing them.
Source -
Product / capability
Upheal added a Reports section with a curated report library and five thematic dashboards for tracking practice metrics.
Source
Each vendor in one paragraph
Written to be quoted whole. Each paragraph opens the AI Health Index profile of the vendor: what the product is, who buys it and what it does.
AI assistant and electronic health record for mental health therapists, from HelloJoy, Inc., which trades as Blueprint. The AI Assistant works from a recorded session or a dictated or typed summary and drafts progress notes, treatment plans, discharge summaries and after-visit client summaries, with note types for individual, couples, family and group therapy and psychiatry.
Source: AI Health Index, September 2026
AI-native electronic health record for mental health practice. Upheal combines AI notes with scheduling, treatment plans, a compliance checker, client portal and messaging, practice forms, card payments, insurance billing and a HIPAA-compliant telehealth room, and it can also be used for notes alone: its Chrome extension fills finished notes into SimplePractice, TherapyNotes, Owl Practice, Jane App and Healthie.
Source: AI Health Index, September 2026
Questions buyers ask
How do Blueprint and Upheal work with the EHR?
Blueprint's help center says there is no direct integration into another EHR: its Chrome extension overlays any site so a clinician can record and draft without leaving the chart, and notes are then copied and pasted in. With SimplePractice, the extension reads which client profiles were recently opened in order to suggest the right client.
The extension's Chrome Web Store listing, published by Upheal, says its Smart Fill feature fills finished notes into supported record systems it names, SimplePractice, TherapyNotes, Owl Practice, Jane App and Healthie, in one click. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 20, 2026. No vendor pays for placement.
How are Blueprint and Upheal priced and sold?
In Blueprint's case, the AI Assistant is priced by session: $0.99 per session when used alongside another record system, with five free sessions, or $69 per seat with unlimited sessions, and $1.49 per session in the all-in-one EHR, after a 30 day free trial.
For Upheal, the AI Assistant is included with a monthly usage limit, and AI Assistant Pro adds unlimited use and automated jobs for $39 a month. Card payments cost 2.9 percent plus $0.30 per transaction, and insurance billing costs $0.30 per claim and $0.15 per eligibility check, shown as free until the end of September 2026. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 20, 2026. No vendor pays for placement.
How do Blueprint and Upheal handle patient data?
Blueprint's privacy and security page states that client information is never sold, shared or used to train AI models, and that when a session is recorded the audio is deleted immediately after processing, with no recordings, copies or backups kept.
In Upheal's case, transcripts and notes are stored for the practice; audio and video recordings are kept only if the clinician chooses to store them and the client consents, and stay until deleted or until the contract ends. The practice sets the retention period for its records, processing ends one month after the service ends, and data is then returned, deleted or anonymized at the customer's choice. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 20, 2026. No vendor pays for placement.
Which settings and specialties do Blueprint and Upheal cover?
Blueprint reports more than 70,000 mental health professionals on the platform.
Upheal sells in the US, Canada, the UK, Australia, New Zealand and the EU, and states that it supports more than 800 organizations and 70,000 providers. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 20, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers. The full set for this category is on the Ambient Scribes page.
Each product reaches other record systems through a browser extension that fills or copies notes into the chart, not through a named bidirectional interface. Each states a SOC 2 Type II attestation without a report period, auditor or scope, and neither names the language model behind its notes. Neither publishes an accuracy figure or results across accent, dialect or language.
Blueprint's terms say it provides no clinical advice and makes no clinical decisions, while the product offers answers to clinical questions and suggested interventions, and Upheal's treatment plans and session analytics also lean clinical with no stated position on device status. Blueprint deletes session audio after processing and states that client information is never used to train models.