Every note audit-ready. Every claim protected.Revenue protection built-in.
Notes that pass audits and satisfy insurers.Medical necessity documented, complexity justified, outcomes tracked—every element payers and auditors require, every single note.
See audit-ready, insurance-compliant notes in a quick demo.
PIPEDA-compliant • Dual protection: audit + insurance • Revenue safeguarding • You maintain full clinical responsibility
Request a Demo
See how AI ensures every note meets both insurance and audit requirements.
We'll email you to schedule a convenient demo time.
Every note structured to pass both insurance review AND audit scrutiny—comprehensive revenue protection.
Medical necessity, treatment rationale, complexity justification, outcomes tracking—everything payers and auditors look for.
Proper documentation protects reimbursement from both claim denials and audit clawbacks.
The dual threat to your revenue
Inadequate documentation puts you at risk from two directions: insurance claim denials AND post-payment audit clawbacks.
Insurance claim denials
Payers deny claims when documentation doesn't meet their requirements:
- Medical necessity not established—why does patient need this level of care?
- Complexity not documented—can't justify reimbursement rate
- Progress not measurable—can't support continued treatment
Result: Immediate revenue loss from denied claims
Post-payment audit clawbacks
Auditors review paid claims retroactively and demand repayment:
- Insufficient documentation of medical necessity—clawback entire payment
- Missing treatment rationale—can't defend clinical decisions
- Vague progress notes—treatment doesn't appear effective
Result: Must repay months of reimbursement + potential penalties
Soma protects against both threats
Every note AI generates includes all elements required by insurance companies AND auditors—comprehensive documentation that protects revenue from both claim denials and audit clawbacks.
What AI ensures in every note
Automatic inclusion of all elements payers and auditors require for approval and defense.
Medical necessity explicitly documented
Symptoms, functional impairment, and treatment need clearly stated—establishing why patient requires this level of care.
Clinical complexity appropriately captured
Session complexity, clinical decision-making, and intervention intensity documented—justifying reimbursement levels.
Measurable outcomes tracked consistently
Progress toward goals objectively documented—demonstrating treatment efficacy and supporting continued care.
How AI protects your revenue
Automatic compliance checks and structured documentation that satisfy both insurers and auditors.
1. Capture compliance details
Record sessions—AI identifies medical necessity, complexity indicators, and progress measures.
2. Structure for dual review
AI generates notes meeting both insurance company standards AND audit defense requirements.
3. Revenue protected
You approve documentation that defends against claim denials AND passes audit review.
Dual compliance built into every note
See how AI ensures documentation meets requirements from both insurance companies and auditors.
AI identifies compliance requirements
Record sessions and AI captures medical necessity indicators, complexity markers, and outcome measures—the foundation of insurance and audit compliance.
- Medical necessity and complexity captured
- Progress and outcomes documented
Notes satisfy insurers AND auditors
Medical necessity documented for insurance approval, treatment rationale clear for audit defense, progress measurable for both—comprehensive revenue protection.
- Insurance requirements met—claims approved
- Audit standards met—reimbursement protected
Additional practice support
Session prep and client follow-up tools—beyond compliance documentation.
Session preparation
Optional: Review key themes before sessions.
Client follow-up
Optional: Share resources between sessions.
Join therapists who've eliminated revenue risk—passing both insurance review and audit scrutiny with comprehensive, compliant documentation.
Dual protection, zero claim denials, audit-proof notes.
“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 protect your revenue from both threats?
See how AI ensures every note passes insurance review AND audit scrutiny.Request a demo and safeguard your practice revenue.
Learn more at www.soma-health.ca