JotPsych vs Upheal (2026)
Both serve behavioral health practices, and only one of them wants to be your record system. JotPsych documents and leaves the rest of the stack alone. It covers psychiatry through counseling, shows the transcript beside the draft, files the finished note into the chart through its own extension, and publishes a price ladder across several products. It also sells JotPay, which pays for claims built on its certified notes even when a payer denies them, at 3.9 percent of claims paid. Upheal replaces the stack. Notes sit inside scheduling, forms, payments, insurance billing, telehealth and a client portal, at $1 a session capped at $69 a month, with a compliance checker that tests documentation against payer requirements before a note is finalized. The paperwork favors Upheal. It publishes its business associate agreement in full and accepts it in product, and states retention specifically: audio and video are kept only when the clinician chooses to store them. JotPsych signs an agreement on request and publishes none.
- You are keeping your record system and buying documentation only, which avoids a migration entirely.
- Coverage includes prescribing work, with intake and medication management templates alongside therapy formats, and the transcript sits beside the draft.
- JotPay puts the vendor's money behind its own note certification, paying for certified claims the payer denies.
- You want one system for the practice: notes, scheduling, forms, payments, insurance billing, telehealth and the client portal in one place.
- Cost is legible before any conversation, at $1 a session capped at $69 a month after a thirty day trial with no card.
- The paperwork is published rather than promised: a business associate agreement in full, accepted in product, and specific retention terms for audio and video.
This comparison is published by AI Health Index, an independent research platform that compares healthcare AI vendors objectively. JotPsych 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 | JotPsych | Upheal |
|---|---|---|
| Primary category | Behavioral Health AI | Behavioral Health AI |
| Headquarters | Brooklyn, New York, United States | Miami, Florida, United States |
| Website | jotpsych.com | 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 Availability, reusable weekly schedules with a time zone and up to 10 in person, video or phone locations that can be assigned to any service, with different hours per provider.
Source -
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
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.
Documentation and practice platform for behavioral health from SmartScribe Corp. JotPsych records sessions on any device in 16 input languages and drafts structured notes in English for psychiatry, psychology, therapy and counseling, with templates for psychiatric intake and medication management, custom documents such as referral letters and prior authorization narratives, ICD-10, CPT and DSM-5-TR coding suggestions, laboratory recommendations, and JotAudit checks of each signed note against payer documentation rules.
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 JotPsych and Upheal work with the EHR?
For JotPsych, the platform also offers e-prescribing, lab orders, insurance eligibility checks and billing without naming the networks behind them.
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 JotPsych and Upheal priced and sold?
In JotPsych's case, plans are priced per clinician per month, billed annually: Moonlighting at $53 a month ($637 a year) with 15 notes a month, Basic at $135 ($1,620) and Everything at $269 ($3,229); groups of seven or more clinicians get custom pricing with 10 percent off. Add-ons are priced separately, including unlimited audit suggestions.
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 JotPsych and Upheal handle patient data?
With JotPsych, audio is deleted permanently once transcription completes, with no copies in backup or archive. Unsigned notes are deleted automatically after a window the practice sets between 30 and 365 days, and signed notes are kept for at least seven years under the privacy policy (April 2026).
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 JotPsych and Upheal cover?
JotPsych states that more than 10,000 behavioral health practices use it.
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.
Both handle recorded psychotherapy, which carries protections beyond the general health privacy rule in many places, so settle audio terms before any client is recorded: JotPsych deletes audio once transcription completes, and Upheal keeps it only when the clinician chooses to store it. JotPsych's security page credits every independent certification to a supplier rather than to itself, and publishes nothing on how its models are governed or tested.
Upheal states a SOC 2 Type II attestation as its own without a report period or scope, and its trust site could not be read at review. Neither names the provider of the language model that writes the notes. JotPsych markets itself as ensuring every encounter is fully documented while its own terms allow for omissions, and signing a draft does not reveal what is missing from it.