IntakeQ vs Upheal
IntakeQ scores 8.3/10 vs 7.5/10. Best for: Health practitioners who are drowning in paper intake forms and want the best digital forms tool that also handles scheduling and billing.
IntakeQ scores higher overall at 8.3/10 vs 7.5/10. Buy IntakeQ if your biggest headache is paper intake forms and you want the best digital forms tool that also does scheduling and billing. Skip it if you need a full-featured EHR with outcome tracking and deep clinical documentation.
IntakeQ 
Upheal Rank
#2 of 41
Rank
#14 of 41
Features
15/18
Features
12/18
Starting at
$29.9/mo
Starting at
$0/mo
User reviews
4.7/5 (321)
User reviews
— (66)
What they cost
| IntakeQ | Upheal | |
|---|---|---|
| Starting at | $30 /mo | Free /mo |
| Free trial | 14 days | Free tier available |
| Number of plans | 4 | 3 |
What the pricing really means
At first glance, Upheal looks cheaper at $0/month vs $29.9/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 IntakeQ wins
- The intake forms are the best in the category. Fully customizable, branded, and clients actually complete them before the first session without calling you confused
- Low-volume plans at $29.90 and $59.90 per month let part-time practitioners avoid paying for capacity they do not use
- Month-to-month billing with no contracts. You can upgrade, downgrade, or cancel anytime without penalty
- 4.7 stars on both G2 and Capterra with over 300 reviews. That is not hype, that is consistent satisfaction across years of feedback
- The API is well documented, so if you want to push form data into your own systems or Zapier, you can
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 IntakeQ falls short
- The practice management side is an add-on, not the core product. Scheduling and billing work but feel less polished than dedicated EHRs
- No native mobile app. Checking forms and appointments from your phone means using a mobile browser
- If you need full EHR features like outcome measures or treatment plan tracking, IntakeQ does not go deep enough
- Adding practitioners gets expensive. At $30/month per additional provider on the top plan, a five-person practice pays $204.90/month
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?
IntakeQ
Target: 1-20 practitioners
Buy IntakeQ if your biggest headache is paper intake forms and you want the best digital forms tool that also does scheduling and billing. Skip it if you need a full-featured EHR with outcome tracking and deep clinical documentation.
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 | IntakeQ | 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
IntakeQ scores 8.3/10 vs Upheal's 7.5/10 in our ranking. IntakeQ is the better pick for 1-20 practitioners. Upheal is better if you need therapists who spend too many evenings writing session notes and want ai to draft soap/dap notes from the actual session, not a template.
IntakeQ starts at $29.9/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.
IntakeQ: Yes, 14-day free trial. Upheal: Yes, 30-day free trial. Always test with your actual workflow before committing to an annual plan.
IntakeQ covers 15 of 18 features we track. Upheal covers 12 of 18. IntakeQ has broader feature coverage, but more features does not always mean better — pick the tool that covers what your business actually needs.
No, IntakeQ does not have a mobile app. Upheal does have one.
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 IntakeQ if...
Health practitioners who are drowning in paper intake forms and want the best digital forms tool that also handles scheduling and billing
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