Insurance-Compliant Therapy Notes

Insurance-compliant notes that get approved, not denied.Get paid for the work you do.

Meet every payer's documentation requirements.Medical necessity, complexity justification, outcomes tracking—AI ensures your notes get approved, not denied.

See insurance-compliant AI notes in a quick demo.

Payer requirements met
Claim approvals protected
Revenue secured

PIPEDA-compliant • Works with all major payers • Structured for reimbursement • You maintain full clinical responsibility

Request a Demo

See how AI generates insurance-compliant notes that meet payer requirements.

We'll email you to schedule a convenient demo time.

Payer requirements

AI structures notes to meet insurance company documentation standards—approvals, not denials.

Protect revenue

Proper documentation protects reimbursement—stop losing claims to inadequate notes.

Compliance built in

Insurance compliance requirements automatically met with every note AI generates.

Notes that insurance companies accept

Soma generates documentation structured for insurance approval—medical necessity justified, complexity documented, outcomes tracked. Get paid for the work you do.

Medical necessity justified

AI ensures every note clearly documents why treatment is medically necessary—the foundation of insurance approval.

Complexity appropriately documented

Session complexity, clinical decision-making, and treatment intensity clearly documented—justifying reimbursement levels.

Outcomes measurably tracked

Progress toward treatment goals documented objectively—showing payers that treatment is effective and ongoing care is warranted.

Common claim denials

Why insurance companies deny claims

Inadequate documentation is the leading cause of claim denials. AI helps you avoid these costly mistakes.

"Medical necessity not established"

Denial reason: Documentation doesn't justify why patient needs this level of care.

✓ Soma prevents: AI documents symptoms, impairment, and treatment necessity every session.

"Insufficient complexity documented"

Denial reason: Session doesn't appear complex enough to justify reimbursement rate.

✓ Soma prevents: AI captures clinical complexity, interventions used, and decision-making.

"No progress demonstrated"

Denial reason: Can't justify ongoing treatment without measurable progress.

✓ Soma prevents: AI tracks progress toward goals, documents outcomes, shows treatment efficacy.

How AI ensures insurance compliance

Automated documentation that meets payer requirements and protects reimbursement.

1. Capture payer-relevant details

Record sessions—AI identifies symptoms, functional impairment, complexity, and treatment response.

2. Structure for payer approval

AI generates notes with medical necessity, complexity, and outcomes documented—meeting payer requirements.

3. Approve compliant notes

You review documentation that includes everything insurance companies require—claims approved, revenue protected.

Insurance compliance built into every note

See how AI structures documentation to meet payer requirements and protect reimbursement.

Recording
Insurance-compliant capture

Capture what payers need to see

AI identifies symptoms, functional impairment, treatment complexity, and clinical decision-making—the information insurance companies require.

Session recording captures insurance-required details
  • AI captures medical necessity indicators
  • Clinical complexity and decision-making documented
Compliant Notes
Payer-ready

Notes structured for claim approval

Medical necessity justified, complexity documented, progress tracked—every element payers require for reimbursement approval.

Insurance-compliant therapy notes
  • Payer requirements met automatically every session
  • Claims approved, reimbursement protected
Optional workflow features

Additional practice support features

Session prep and client follow-up tools—beyond insurance-compliant notes.

Prep

Session preparation

Optional: Review key themes before sessions.

Optional session prep feature
Follow-Up

Client follow-up

Optional: Share resources between sessions.

Optional client follow-up feature
Therapists protecting revenue with Soma

Join therapists who've stopped losing claims to inadequate documentation—insurance-compliant notes that get approved and protect revenue.

Payer requirements met, claims approved, revenue protected.

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

100%
Payer requirements met
AI ensures every note includes elements insurance companies require
Approved
Claims
Documentation structured for reimbursement approval, not denial
Protected
Revenue
Stop losing income to inadequate documentation

Ready for insurance-compliant therapy notes?

See how AI ensures medical necessity, complexity, and outcomes are documented every session.Request a demo and protect your revenue from claim denials.

Learn more at www.soma-health.ca