Question 1

What is Soma?

Accepted Answer

Soma is a B2B SaaS platform that provides AI-powered clinical documentation and practice management software exclusively for licensed therapists and clinicians. It reduces administrative burden while enhancing therapeutic quality across the entire care journey — from session prep and AI-powered clinical notes to between-session client engagement and post-discharge continuity. Soma pairs a secure clinician portal with a clinician-managed client mobile app, all built on a consent-first, privacy-by-design architecture.

Question 2

How do I sign up?

Accepted Answer

You can request a demo to see Soma in action with a member of our team, or start a free trial to explore the platform on your own. Both options are available from our homepage or by contacting us directly.

Question 3

Is there a free trial?

Accepted Answer

Yes. Soma offers a 30-day free trial with full Tier Three access — that means you get every feature, including the complete EMR, AI notes, client mobile app, and AI Chat copilot. The trial also includes built-in demo cases so you can explore every workflow before working with real clients.

Question 4

Do I need to install anything?

Accepted Answer

The clinician portal is entirely web-based — no downloads or installations required. Just open your browser and sign in. Your clients use the free Soma mobile app, available on iOS and Android, which they can download from their app store.

Question 5

What are the three tiers?

Accepted Answer

Soma offers three tiers to fit your practice. Tier One (Light Notes) includes AI-powered clinical notes, live session transcription, one-click recording, AI session prep, and AI follow-up — it works alongside your existing EHR and gives you the full prep-session-follow-up workflow even at the entry tier. Tier Two (Full Mobile App) adds the anonymous client mobile app with journaling, activities, and wearable tracking, plus the AI Chat copilot with full client context, between-session visibility, and the Reports & Documents Vault. Tier Three (Custom EMR + Modules) includes everything in Tier Two plus a complete 10-module EMR system.

Question 6

What note formats are supported?

Accepted Answer

Soma supports SOAP, DAP, BIRP, and freeform/progress note formats. AI-generated drafts are created in your preferred format from session recordings and transcriptions, and you always review and approve the final note.

Question 7

What is the client mobile app?

Accepted Answer

The Soma client app is a clinician-managed, anonymous, free mobile app that clinicians provision for their clients. Through the app, clients can journal, complete clinician-assigned activities, track their mood, log voice memos, and connect wearable devices. The app is not a standalone consumer product — it is always initiated and managed by a licensed clinician. All data is shared with the clinician only with explicit client consent.

Question 8

What is between-session visibility?

Accepted Answer

Between-session visibility means clinicians can see mood patterns, journal themes, activity completion, and wearable data from their clients before each session. Research shows data-driven monitoring detects outcome changes that clinical judgment alone may miss (Hannan et al., 2005). Soma closes that gap by giving you a continuous clinical signal between appointments.

Question 9

What is the AI Chat copilot?

Accepted Answer

The AI Chat copilot is an AI assistant available in Tier Two and above that has full context about your client — including session notes, between-session data, and clinical history. It helps clinicians prepare for sessions, explore clinical patterns, and generate reports, all within a secure, privacy-compliant environment.

Question 10

Does Soma include an EMR?

Accepted Answer

Tier Three includes a complete 10-module EMR system with encrypted PHI, consent management, treatment plans, scheduling, billing, intake forms, and audit logging. Tiers One and Two are designed as an EHR overlay — they work alongside your existing systems without requiring you to switch.

Question 11

How much does Soma cost?

Accepted Answer

Pricing depends on the tier and practice size. Contact us for current pricing details. We offer plans for solo practitioners as well as clinic groups. Many clinicians find the time savings alone — often 10+ hours per week — more than offsets the cost.

Question 12

Can I upgrade or downgrade tiers?

Accepted Answer

Yes, you can change your tier at any time. Start with Light Notes and expand to the Full Mobile App or Custom EMR as your practice grows. There is no penalty for switching.

Question 13

Is there a commitment or contract?

Accepted Answer

No long-term contracts. Soma is designed to earn your continued use through value, not lock-in. You can cancel or change your plan at any time.

Question 14

Is Soma PIPEDA compliant?

Accepted Answer

Yes. Soma is built on a consent-first architecture designed from the ground up for PIPEDA compliance. Client data is only shared with clinicians through explicit, client-controlled consent. Data collection, storage, and processing follow Canadian privacy law requirements.

Question 15

How does Soma protect the data in my practice?

Accepted Answer

Soma uses a privacy-first approach built on anonymity (your clients are identified only by alias, never by personal identifiers), encryption (all data is encrypted in transit and at rest), and consent-first architecture (data flows only through explicit consent that you initiate).

Question 16

Does Soma store my clients' identities?

Accepted Answer

No. At the platform level, your clients are completely anonymous to Soma — identified only by an alias you assign. No personal identifiers such as full name, date of birth, or health card number are required. For clinicians using Tier Three (Custom EMR), client identity is managed through the Identity Vault — a dedicated, encrypted module separate from clinical data.

Question 17

Is data sent to third-party AI models?

Accepted Answer

Soma processes data through its proprietary AI pipeline. Client anonymity is maintained throughout — no personal identifiers are included in AI processing. The consent-first architecture ensures data flows only with explicit client permission.

Question 18

What is consent-first architecture?

Accepted Answer

Consent-first architecture means you control how data flows in your practice. You generate a consent code, your client enters it in the app to establish the connection, and data flows only with explicit consent. Consent can be revoked at any time. This is not an afterthought — it is the foundation of how Soma is built to protect your practice.

Question 19

How does the clinician-managed client app work?

Accepted Answer

Soma includes a free companion app that clinicians provision and manage for their clients. Clinicians generate a consent code, share it with their client, and the client uses the app to complete clinician-assigned activities, journal entries, and mood tracking. All data flows back to the clinician's dashboard with explicit consent. The app is not available as a standalone consumer product.

Question 20

Does the client app cost my clients anything?

Accepted Answer

No. The app is completely free for your clients — no cost, no subscription, no in-app purchases. Your Soma subscription covers the entire platform including the client-facing companion app.

Question 21

How does the client app protect privacy?

Accepted Answer

No personal identifiers are required from clients — no full name, no email, no date of birth, no health card number. Clients use an alias and a consent code you provide. Soma never knows who the client is. You control which features are enabled for each client.

Question 22

Can I maintain client continuity after discharge?

Accepted Answer

Yes. You can choose to allow clients to retain app access after discharge, supporting clinician-directed post-discharge continuity. If engagement drops or disengagement triggers are detected, the system flags this on your dashboard automatically — helping you close the aftercare gap.

Question 23

How does AI note drafting work?

Accepted Answer

The workflow is simple: start a one-click recording during your session, Soma provides live transcription, and then the AI generates a clinical note draft in your preferred format (SOAP, DAP, BIRP, or freeform). You review the draft, make any adjustments in your own voice, and finalize. Most clinicians complete their notes in minutes instead of hours.

Question 24

Does the clinician control the final note?

Accepted Answer

Always. Soma follows an "AI assists, clinician decides" model. The AI generates drafts and suggestions, but the clinician always reviews, edits, and approves the final note. No clinical documentation is ever finalized without clinician sign-off.

Question 25

How accurate are the AI-generated notes?

Accepted Answer

Soma's AI is trained on clinical terminology and therapeutic frameworks, producing high-accuracy drafts in structured formats. That said, the clinician always reviews and approves every note — accuracy is a starting point, not a substitute for clinical judgment.

Question 26

How is Soma different from ChatGPT?

Accepted Answer

ChatGPT is a general-purpose AI with no clinical note formats, no session context, no PIPEDA compliance, and no audit trail. Data entered into ChatGPT is sent to OpenAI's servers under their terms of service — not clinical record-keeping standards. Soma is purpose-built for therapy: clinical note formats, session-aware context, consent-first privacy, client anonymity, and full audit logging.

Question 27

How is Soma different from other AI scribes?

Accepted Answer

Most AI scribes do one thing: transcription. Soma is the full workflow — prep, session, and follow-up, all connected. Add the anonymous client mobile app with between-session data, the AI Chat copilot with full client context, and an optional complete EMR, and nothing else on the market comes close. Competitors like Freed, Mentalyc, or Heidi Health focus on scribing; Soma covers the entire care journey.

Question 28

Is there a mobile app for clinicians?

Accepted Answer

The clinician portal is web-based and fully optimized for mobile browsers, so you can access it from any device without installing an app. A dedicated clinician mobile app is on the roadmap.

Question 29

Can Soma integrate with my EHR?

Accepted Answer

Yes. Soma is designed as an EHR overlay that works alongside your existing systems — whatever EHR you currently use. You do not need to rip and replace your current setup. Soma adds AI-powered capabilities on top of what you already use.

Question 30

What happens if my internet goes down during a session?

Accepted Answer

Soma uses local recording so your session audio is captured even if your internet connection drops. Once connectivity restores, the recording syncs automatically. You will not lose session data due to a brief internet interruption.

Question 31

Where is Soma based?

Accepted Answer

Soma Health Solutions Inc. is headquartered in St. John's, Newfoundland, Canada. We support clinicians across Canada and are expanding to serve therapists and clinicians globally.

Frequently Asked Questions

Getting Started

Product & Features

Pricing & Plans

Privacy & Security

Clinician-Managed Client App

AI & Clinical Notes

Technical & Integration

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