Treatment plans that satisfy audits and support better care.Insurance-compliant in minutes.
Generate insurance-compliant treatment plans in minutes.SMART goals, evidence-based interventions, and measurable objectives. AI generates treatment plans that pass audits, satisfy insurers, and guide effective therapy—not generic templates, truly personalized plans.
See AI treatment plan generation in a quick demo.
PIPEDA-compliant • Insurance requirements met • Evidence-based templates • You maintain full clinical responsibility
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See how AI generates audit-ready treatment plans in minutes.
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Specific, Measurable, Achievable, Relevant, Time-bound objectives—insurance-compliant goals that guide effective treatment.
CBT, DBT, EMDR, MI techniques matched to presenting problems—interventions that insurers recognize and research supports.
Measurable objectives with clear metrics—track progress, update plans, demonstrate medical necessity for continued treatment.
The treatment planning challenge
Treatment plans are time-consuming, often generic, and frequently fail to satisfy insurance auditors or guide actual therapy.
Time-consuming to create
Writing SMART goals, evidence-based interventions, measurable objectives takes 30-60 minutes per client—time you could spend on therapy.
Generic templates don't work
Copy-paste treatment plans fail audits—insurers reject plans that don't reflect individual client presentation and specific needs.
Audit failures costly
Failed audits mean denied claims, clawbacks, revenue loss—poor treatment plans cost money and create compliance risk.
Manual planning vs. AI-generated treatment plans
Creating compliant, personalized treatment plans manually is time-intensive and error-prone.
Manual treatment planning
- 30-60 minutes per plan—time spent on paperwork instead of therapy
- Generic goals reused—insurers reject plans that aren't individualized
- Vague objectives—"improve mood" not measurable or time-bound
- Interventions unmatched to diagnosis—auditors question medical necessity
AI-generated treatment plans
- 5-10 minutes to review—AI generates plan, you refine and approve
- Personalized to client—goals reflect individual presentation, strengths, barriers
- SMART objectives—specific metrics, timeframes, measurable outcomes built-in
- Evidence-based interventions—matched to diagnosis, recognized by insurers
Complete treatment plan components
Every element insurers require, automatically generated and personalized.
SMART treatment goals
- Specific: Clear, concrete goals tied to presenting problems
- Measurable: Quantifiable outcomes, progress metrics defined
- Achievable: Realistic given client's circumstances and resources
- Relevant: Aligned with diagnosis, client priorities, functional improvement
- Time-bound: Target dates, review timelines specified
Evidence-based interventions
- CBT techniques: Cognitive restructuring, behavioral activation, exposure
- DBT skills: Mindfulness, distress tolerance, emotion regulation
- Trauma-focused: EMDR, CPT, PE matched to trauma presentations
- Motivational interviewing: For ambivalence, change readiness
- Family/systems: For relational problems, family dynamics
Measurable objectives
- Behavioral targets: Frequency reduction, skill use increase
- Symptom measures: PHQ-9, GAD-7 score improvements specified
- Functional outcomes: Work attendance, relationship quality, daily activities
- Timeline milestones: 4-week, 8-week, 12-week progress markers
Insurance compliance elements
- Medical necessity justification: Why treatment is required
- Diagnosis alignment: Goals/interventions match DSM-5 codes
- Frequency and duration: Session frequency, estimated treatment length
- Progress review schedule: When plan will be reviewed and updated
Treatment plan generation workflow
From client assessment to audit-ready treatment plan in minutes.
1. AI analyzes assessment
Input presenting problems, diagnosis, strengths, barriers—AI analyzes to create personalized plan.
2. Plan generated
SMART goals, evidence-based interventions, measurable objectives—complete treatment plan created automatically.
3. Review and customize
Review generated plan, refine goals, adjust interventions—approve personalized, audit-ready treatment plan.
AI treatment plan generation
See how AI creates personalized, insurance-compliant treatment plans.
Provide clinical information
Input presenting problems, diagnosis, client strengths, barriers—AI analyzes to create personalized treatment plan matched to individual needs.

- Presenting problems and diagnosis entered
- Client strengths, barriers, preferences included
Complete plan generated
AI generates SMART goals, evidence-based interventions, measurable objectives—personalized treatment plan ready for review, insurance submission, clinical use.

- SMART goals and measurable objectives
- Evidence-based interventions matched to diagnosis
Complete treatment planning workflow
Plan updates, progress tracking, outcome measurement.
Monitor goal achievement
Track progress toward objectives, demonstrate medical necessity for continued treatment.

Revise as treatment evolves
Update goals, adjust interventions, document progress—AI helps generate plan revisions.

Join therapists who generate audit-ready treatment plans in minutes—SMART goals automatic, evidence-based interventions matched to diagnosis, insurance compliance built-in. Plans that pass audits and guide therapy.
Personalized plans, insurance-compliant, time-efficient.
“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 for AI treatment planning?
See how AI generates personalized, audit-ready treatment plans in minutes.Request a demo and experience insurance-compliant treatment planning.
Learn more at www.soma-health.ca