# Chartnote vs Upheal Chartnote records 0 monthly visits with — month-over-month growth and Freemium, Free Trial pricing. Upheal records 347,782 monthly visits with -2.1% growth and Freemium, Free Trial, Contact for Pricing pricing. | Metric | [Chartnote](https://openaitools.app/tool/chartnote) | [Upheal](https://openaitools.app/tool/upheal-io) | | :--- | :--- | :--- | | Website URL | https://chromewebstore.google.com/detail/chartnote/bkfagmnilllacgphpepbdmialglfjjpi | https://upheal.io | | Categories | AI Documents Generator, AI Healthcare, AI Speech-to-Text, AI Note Taker | AI Notes Generator, AI Mental Health, AI Healthcare | | Pricing Model | Freemium, Free Trial | Freemium, Free Trial, Contact for Pricing | | Monthly Visits | 0 | 347,782 | | MoM Growth Rate | — | -2.1% | | Primary Market | Global | United States | | Direct Visits | 0 | 285,021 | | Review Score | 4.6 | 4.4 | | Saved Count | 0 | 5 | | Supported Platforms | Browser Extension | Website | ## Chartnote Chartnote is designed for the reality of clinical documentation: too many chart fields, too little time, and an EHR that rarely matches how you actually think. Instead of asking you to migrate systems, Chartnote layers on top of what you already use. You record an encounter from a computer or phone, the AI Scribe produces a clinically structured SOAP note with assessment and plan, and you refine it before pushing it into the chart. The core workflow has three steps — record, generate, review — followed by transfer into the EHR. Notes are not generic summaries. Chartnote builds them around clinical structure, supports custom templates with your own section order and formatting, and lets you control style so the output reads like you wrote it. Specialty-aware context, advanced writing instructions, and documentation preferences such as abbreviations help keep output consistent with your own habits. High-accuracy billing suggestions for ICD-10, CPT, and E/M codes, plus instant after-visit summaries, round out the note. Chartnote also provides tools for finalising documentation: real-time dictation for quick edits, a Copilot that can answer questions about a note or draft referrals and patient letters, and dot-phrase snippets that expand into frequently used text. The Chrome extension bridges notes and web-based EHRs, using Intelligent Mapping to place sections into their corresponding fields, or a pinned Companion view when mapping is not supported. Security is treated as core to the product, with HIPAA compliance and SOC 2 Type II infrastructure. Chartnote is offered as a freemium product with a 14-day free trial for first-time personal subscribers and a student discount programme. **Pricing & Plans:** Freemium with a free tier to get started and paid personal and higher-usage plans for heavier clinical volume. A 14-day free trial is offered for personal accounts to first-time subscribers, and verified students can claim a discount. Feature access and usage limits depend on the plan; the Chrome extension itself is free to install on every plan. - **AI Scribe that writes structured notes:** Record a patient encounter on desktop or mobile and get a clinically structured SOAP note with subjective, objective, assessment, and plan sections rather than a generic transcript summary. - **Custom templates and style control:** Design your own sections, nested subsections, order, and formatting, then choose a narrative, concise, or bullet-point voice so notes match your documentation habits. - **EHR bridge via Chrome extension:** Intelligent Mapping drops note sections into matching fields in supported web-based EHRs in one click, with a pinned Companion view for inserting sections when mapping is unavailable. - **Dictation, snippets, and Copilot:** Dictate directly into chart fields, expand abbreviations into reusable dot-phrase templates, and use the AI Copilot to draft patient messages, referrals, and after-visit summaries. - **Billing suggestions and security:** Get high-accuracy ICD-10, CPT, and E/M billing suggestions on top of a HIPAA-compliant, SOC 2 Type II aligned infrastructure built for handling PHI. **Strengths:** Works on top of almost any web-based EHR instead of forcing a system migration; Highly customisable note structure, sections, and writing style; Includes dictation, snippets, billing suggestions, and after-visit summaries in one workflow; HIPAA-compliant and SOC 2 Type II aligned infrastructure built for PHI **Limitations:** Full AI Scribe value depends on a paid plan; the free tier has usage limits that vary by plan; Deepest EHR integration is limited to supported systems, with other EHRs relying on the Companion view; Clinicians must still review and finalise every note in the EHR before it becomes part of the record [Profile (Markdown)](https://openaitools.app/tool/chartnote.md) ## Upheal Upheal is built specifically for mental health clinicians rather than as a general-purpose scribe. A therapist records a session in person or over telehealth, or dictates after the fact, and Upheal produces a structured progress note in roughly a minute. The draft can follow one of 30+ templates such as SOAP, DAP, BIRP or GIRP, or be trained on the clinician's own past notes so the output reads in their usual voice. A compliance checker flags anything missing before the note is signed, and the finished text can be pasted into whatever EHR the practice already uses. For practices that want more, Upheal also offers a complete EHR workspace. Scheduling, intake forms, telehealth video, secure messaging, a client portal, invoicing, superbills and insurance billing sit next to the notes, so records for a client are not scattered across separate tools. Migration from SimplePractice, TherapyNotes, Sessions Health and other platforms is self-serve and free. The third layer is an AI Assistant that works from notes, calendar and claims data. Instead of only drafting text, it can reschedule a session, send an invoice or file a claim, showing the intended action and waiting for approval first. Security is a central selling point: Upheal states HIPAA, PHIPA, SOC 2 Type II and GDPR compliance, encrypted video calls, secure consents and an audit log, and it holds a 4.6 rating on Trustpilot. **Pricing & Plans:** Freemium with a free tier ($0) covering basic AI notes from past sessions plus telehealth without AI. Paid options: AI Notes at $39/month with unlimited sessions, a pay-as-you-go EHR at $1 per session, and EHR Pro at $99/month with the AI Assistant included. AI Assistant Pro is a +$39/month add-on, and group practices get per-seat or per-session pricing. Free trial, 30-day money-back guarantee and student/non-profit discounts. - **Progress notes in about 60 seconds:** Record in person or virtually, or dictate afterwards, and receive a review-ready progress note roughly a minute after the session ends. - **30+ note templates and style matching:** Pick from SOAP, DAP, BIRP, GIRP and other formats, or upload a past note so Upheal mirrors your own writing style. - **Compliance checker:** Upheal flags anything missing or risky before you sign, helping notes stand up to audits. - **Full EHR workspace:** Scheduling, reminders, intake forms, telehealth, secure messaging, client portal, payments, superbills and insurance billing in one place. - **AI Assistant with real actions:** The assistant works from your notes, calendar and claims and can reschedule sessions, send invoices or file claims after your approval. **Strengths:** Notes are drafted in about a minute and can match your existing writing style; Works alongside your current EHR, so switching tools is optional; Broad compliance posture including HIPAA, PHIPA, SOC 2 Type II and GDPR; Free migration from SimplePractice, TherapyNotes and other platforms **Limitations:** Designed exclusively for mental health practice, not general medical specialties; Full EHR and unlimited AI Assistant access require the higher-priced tiers; No credit card is required for the trial, but pricing still scales up with larger teams [Profile (Markdown)](https://openaitools.app/tool/upheal-io.md) ## Frequently Asked Questions ### How do Chartnote and Upheal compare in monthly traffic? Chartnote has 0 monthly visits, while Upheal has 347,782. Traffic estimates describe audience size, not product quality. ### How do their growth rates compare? Chartnote has a month-over-month growth rate of —; Upheal has -2.1%. ### How does pricing compare? Chartnote: Freemium, Free Trial. Freemium with a free tier to get started and paid personal and higher-usage plans for heavier clinical volume. A 14-day free trial is offered for personal accounts to first-time subscribers, and verified students can claim a discount. Feature access and usage limits depend on the plan; the Chrome extension itself is free to install on every plan. Upheal: Freemium, Free Trial, Contact for Pricing. Freemium with a free tier ($0) covering basic AI notes from past sessions plus telehealth without AI. Paid options: AI Notes at $39/month with unlimited sessions, a pay-as-you-go EHR at $1 per session, and EHR Pro at $99/month with the AI Assistant included. AI Assistant Pro is a +$39/month add-on, and group practices get per-seat or per-session pricing. Free trial, 30-day money-back guarantee and student/non-profit discounts. ## Alternatives | # | Tool Name | Monthly Visits | MoM Growth Rate | Pricing Model | Summary | Profile (Markdown) | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | 1 | [Heidi](https://openaitools.app/tool/heidi) | 2,184,693 | +7.9% | Freemium, Free Trial, Paid, Contact for Pricing | Provides a fast and popular ambient clinical scribe for medical notes, but lacks Upheal's specific mental health therapy focus. | [.md](https://openaitools.app/tool/heidi.md) | | 2 | [Freed AI Medical Scribe](https://openaitools.app/tool/freed-ai-medical-scribe) | 1,030,047 | +8.3% | Free Trial, Paid, Contact for Pricing | Delivers streamlined medical documentation and administrative support, but is designed for general medical practices rather than therapy. | [.md](https://openaitools.app/tool/freed-ai-medical-scribe.md) | | 3 | [Carepatron](https://openaitools.app/tool/carepatron) | 932,071 | +13.7% | Freemium | All-in-one EHR and practice management with a free AI scribe | [.md](https://openaitools.app/tool/carepatron.md) | | 4 | [Lyrebird Health](https://openaitools.app/tool/lyrebird-health) | 222,779 | -15.9% | Freemium, Contact for Pricing | Captures medical consultations and integrates smoothly with EMR systems, but lacks specialized psychological session analytics. | [.md](https://openaitools.app/tool/lyrebird-health.md) | | 5 | [BastionGPT](https://openaitools.app/tool/bastiongpt) | 195,136 | +3.6% | Free Trial, Paid, Contact for Pricing | HIPAA-compliant AI workspace for healthcare and behavioral health | [.md](https://openaitools.app/tool/bastiongpt.md) | | 6 | [Scribeberry](https://openaitools.app/tool/scribeberry) | 107,930 | +6.4% | Freemium, Free Trial, Paid, Contact for Pricing | Generates structured clinical notes from patient encounters efficiently, but lacks some of Upheal's dedicated mental health diagnostic templates. | [.md](https://openaitools.app/tool/scribeberry.md) | | 7 | [AutoNotes AI](https://openaitools.app/tool/autonotes-ai) | 64,897 | +24.5% | Freemium, Free Trial, Paid, Contact for Pricing | Specializes in HIPAA-compliant behavioral health progress notes, but offers fewer broader practice management features than Upheal. | [.md](https://openaitools.app/tool/autonotes-ai.md) | | 8 | [mdhub](https://openaitools.app/tool/mdhub) | 45,507 | +8.6% | Free Trial | AI workers that run the admin side of behavioral health clinics | [.md](https://openaitools.app/tool/mdhub.md) | | 9 | [S10.AI](https://openaitools.app/tool/s10-ai) | 32,174 | +39.9% | Contact for Pricing | Offers comprehensive ambient clinical automation and EHR integration, but has a more complex enterprise implementation process. | [.md](https://openaitools.app/tool/s10-ai.md) | | 10 | [Sunoh.ai](https://openaitools.app/tool/sunoh-ai) | 8,426 | -30.5% | Paid | Automates clinical documentation and EHR transcription reliably, but is tailored more toward general medicine than psychotherapy. | [.md](https://openaitools.app/tool/sunoh-ai.md) | --- Source: https://openaitools.app/compare/chartnote-vs-upheal-io More Markdown: [Categories](https://openaitools.app/categories.md) · [Traffic rankings](https://openaitools.app/rankings.md) · [llms.txt](https://openaitools.app/llms.txt)