Charm Health vs Upheal
Upheal scores 7.5/10 vs 7.0/10. Best for: Therapists who spend too many evenings writing session notes and want AI to draft SOAP/DAP notes from the actual session, not a template.
Upheal scores higher overall at 7.5/10 vs 7.0/10. Buy Upheal if you are a solo therapist spending hours on session notes and want AI to draft them from the actual conversation. The $1-per-session model is fair and the cap at $69 keeps costs predictable. Skip it if you bill insurance or run a group practice, because those features do not exist yet.
Charm Health 
Upheal Rank
#24 of 41
Rank
#14 of 41
Features
18/18
Features
14/18
Starting at
$0/mo
Starting at
$0/mo
User reviews
3.5/5 (160)
User reviews
— (66)
What they cost
| Charm Health | Upheal | |
|---|---|---|
| Starting at | Free /mo | Free /mo |
| Free trial | Free tier available | Free tier available |
| Number of plans | 3 | 3 |
What the pricing really means
At first glance, Upheal looks cheaper at $0/month vs $0/month. But sticker price is only part of the story. Look at what is included on the base plan, how many users you get, and whether you need add-ons to get the features you actually need. The $99/month plan that requires $200 in add-ons is actually more expensive than the $250/month plan that includes everything.
Where Charm Health wins
- Free tier handles 50 encounters/month with no time limit
- Pay-per-encounter model at $0.50 each is unique and budget-friendly for low-volume practices
- MU3-certified EHR with 256-bit encryption
- Full insurance billing with ERA/EOB posting included
Where Upheal wins
- The AI notes actually work. It listens to your session (or reads your uploaded recording) and drafts a SOAP, DAP, GIRP, or BIRP note that you edit in minutes instead of writing from scratch
- Pay-per-session pricing capped at $69/month means you only pay for what you use. A therapist seeing 15 clients a week maxes out at $69, not $150
- Free tier lets you try AI notes from text summaries and uploaded recordings without paying anything
- 30-day free trial of Premium with no credit card. You can test AI notes on real sessions before committing
- Session analytics show speech patterns and sentiment data, which gives you a different angle on client progress
Where Charm Health falls short
- Only 9 G2 reviews with a 3.5 rating suggests limited market presence
- Telehealth is a $20/mo add-on, not included in base price
- AI Scribe costs $125/provider/mo on top of everything else
- E-prescribing and EPCS are separate add-ons totaling $265+/year
Where Upheal falls short
- No insurance billing at all right now. If you take insurance, you need a separate billing tool. Insurance billing is on the roadmap for Q2 2026 but not shipped yet
- Very new product with minimal reviews on G2 and Capterra. You are an early adopter, with the risks that come with that
- No secure messaging feature. You cannot communicate with clients through the platform between sessions
- Group practice features are missing. This is built for solo therapists right now
Who is each product built for?
Charm Health
Target: 1-50 providers
Buy Charm Health if you run a low-volume practice and want the pay-per-encounter model, or if you need a free tier that actually lets you see patients. Skip if you want telehealth and e-prescribing included in the base price.
Upheal
Target: 1-10 clinicians
Buy Upheal if you are a solo therapist spending hours on session notes and want AI to draft them from the actual conversation. The $1-per-session model is fair and the cap at $69 keeps costs predictable. Skip it if you bill insurance or run a group practice, because those features do not exist yet.
Feature comparison
| Feature | Charm Health | Upheal |
|---|---|---|
| Compliance & Security | ||
| HIPAA compliant | ||
| Telehealth / video sessions | ||
| Secure messaging | ||
| Scheduling & Clients | ||
| Online scheduling | ||
| Client portal | ||
| Intake forms / assessments | ||
| Automated reminders | ||
| Clinical | ||
| Progress notes / documentation | ||
| Treatment plans | ||
| E-prescribing | ||
| Outcome measures / assessments | ||
| Billing & Payments | ||
| Insurance billing / claims | ||
| Payment processing | ||
| Superbill generation | ||
| Automated billing | ||
| Platform | ||
| Group practice support | ||
| Mobile app | ||
| Integrations / API | ||
Common questions
Upheal scores 7.5/10 vs Charm Health's 7.0/10 in our ranking. Upheal is the better pick for 1-10 clinicians. Charm Health is better if you need low-volume independent practices that want a pay-per-encounter model instead of flat monthly fees.
Charm Health starts at $0/month. Upheal starts at $0/month. Watch for add-on costs — the base price often does not include all features. Pricing last verified 2026-04-01.
Charm Health: Free tier available. Upheal: Yes, 30-day free trial. Always test with your actual workflow before committing to an annual plan.
Charm Health covers 18 of 18 features we track. Upheal covers 14 of 18. Charm Health has broader feature coverage, but more features does not always mean better — pick the tool that covers what your business actually needs.
Yes, Charm Health has a mobile app. Upheal does too.
Yes. The main effort is migrating your data (customer lists, job history, invoices). Plan for 1-2 weeks of overlap where you run both. Most healthcare practice management tools can import CSV data. Ask both vendors about migration support before you sign.
The bottom line
Pick Charm Health if...
Low-volume independent practices that want a pay-per-encounter model instead of flat monthly fees
Pick Upheal if...
Therapists who spend too many evenings writing session notes and want AI to draft SOAP/DAP notes from the actual session, not a template