Case notes that capture complexity and inform decisions.Longitudinal documentation—without the after-hours backlog.
Track complex cases across episodes of care.Draft thorough, structured case notes faster—with consent-first, clinician-led AI.
See the end-to-end workflow in a quick demo.
PIPEDA-compliant privacy posture • Consent-first client connection • Confidential by design • Clinician remains fully responsible for clinical decisions
Request a Demo
A quick walkthrough of longitudinal case notes + optional prep and follow-up workflows.
We’ll email you to schedule a time that fits your calendar.
Draft detailed case notes faster—then review, edit, and approve with confidence.
Soma supports documentation and continuity—without making clinical decisions.
Consent-first design with confidentiality and control built in.
Comprehensive case documentation—without losing the thread
Soma is a clinician-led AI assistant designed for longitudinal case notes across episodes of care—so case managers and care coordinators can document thoroughly, coordinate confidently, and spend less time on admin.
Draft detailed case notes
Generate structured documentation you can review, edit, and finalize—built for complex presentations and multi-step care plans.
Longitudinal continuity, not scattered fragments
Keep context across sessions and episodes of care so decisions are informed by the full story—not just the last note.
Built for confidentiality
Consent-first, privacy-first, and designed for professional standards in real-world care coordination.
How it works (4 simple steps)
A workflow that supports complex cases—without heavy onboarding.
1. Add clients
Connect clients with consent.
2. Capture encounter details
Transcribe with no retention of audio.
3. Auto-generate case notes
Get structured drafts quickly—ready for review.
4. Optional prep & follow-up
Coordinate supports and track progress—always consent-first.
Capture → Draft Case Notes. Keep the full story intact.
Get a clean, structured first draft—then refine for accuracy, nuance, and professional standards.
One-click capture for complex encounters
Document what matters without breaking rapport. Soma helps you capture encounter details efficiently—so you can focus on assessment, planning, and coordination.
- Less typing, fewer missed details, more presence
- Designed for consent-first use and professional standards
Thorough drafts—ready for review and coordination
Generate structured case notes that support longitudinal documentation across episodes of care. Edit for nuance, keep clinical control, and document with confidence.
- Clear structure for complex cases and multi-step plans
- You remain responsible for all clinical decisions
Optional Prep + Follow-Up for continuity across episodes of care
Start each encounter oriented to the case, and deliver between-visit supports without adding more administrative work.
Walk in oriented—key context, risks, and next steps surfaced
Reduce cognitive load by bringing forward what matters for today’s decision-making.
Share supports with one click—without extra coordination overhead
Send goals, resources, and guidance in a consistent, trackable way—consent-first.
Join care teams using SOMA to document complex cases faster, keep continuity across episodes of care, and coordinate with more confidence.
Detailed case notes with AI assistance—built for case managers and care coordinators who need thorough documentation without the admin overload.
“SOMA has been a real time-saver for my practice. The note and report templates are powerful and work really well for my needs - I can generate session summaries and case conceptualizations with just minor tweaks, if any. It's made my documentation process much more efficient and faster.”
Shannon
Counsellor
“With long-term clients, there's a real relationship built over time. I know most people would be very comfortable with it - especially if they're receiving information back on the app and they're not seeing everything else. The consent form really addresses the questions my more cautious clients would have.”
Anonymous
Counsellor
“I think what is special about SOMA is it's effectiveness... Being able to see everything in one go makes the clinical workflow more effective. The ability to have the prep, do the session, and do the follow-up work all in one place - that's really the big selling point for me.”
Harshita
Psychology Researcher
Ready to see AI case notes in action?
Request a demo and see the workflow end-to-end.No pressure—just a clear walkthrough for complex cases.
Want to learn more? www.soma-health.ca