Private Practice Documentation Tools

Private practice documentation as independent as you are.Built for solo and small practices.

Documentation built for independent practitioners.Streamlined workflows, flexible templates, and transparent pricing for solo and small practices—no enterprise bloat, no unnecessary features, just what private practitioners actually need.

See private practice documentation in a quick demo.

Solo-friendly pricing
Simple workflows
Quick setup

PIPEDA-compliant • Built for private practice • Transparent pricing • You maintain full clinical responsibility

Request a Demo

See how Soma simplifies documentation for independent practitioners.

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Solo-friendly pricing

Transparent pricing designed for solo and small practices—no enterprise minimums, pay for what you use.

Simple setup

Start documenting in minutes, not weeks—no complex implementation, no IT department needed.

Independent control

Your practice, your workflows, your templates—full control without IT constraints.

What private practitioners actually need

Solo and small practices have different requirements than large clinics—Soma understands independent practice.

Affordable for solo practice

Pricing that works for independent practitioners—not designed for large clinics with multiple locations and admin staff.

Quick to implement

Start using immediately—no multi-week implementation projects, no consultants required, just sign up and start documenting.

Flexible and customizable

Adapt to your practice style—work the way you want, not how enterprise software dictates.

Private practice vs. enterprise software

Most therapy software is built for large clinics—not solo and small practices.

Enterprise clinic software

  • Pricing designed for 10+ clinician groups—expensive for solo practitioners
  • Complex features you don't need (scheduling for 50 rooms, multi-site management)
  • Weeks-long implementation—IT department setup, training sessions, configuration
  • Rigid workflows designed for admin staff to manage, not independent control

Soma (private practice)

  • Transparent pricing for solo and small practices—affordable for 1-5 clinician practices
  • Focused features independent practitioners actually use—no enterprise bloat
  • Start in minutes—sign up, record session, get notes. No implementation project.
  • Flexible workflows you control—work the way you want, adapt as you grow

Built for how private practice actually works

Simple, flexible, and focused on what solo and small practices need.

✓ You're the decision maker

No clinic director approval needed, no committee decisions—if it works for your practice, implement it today.

✓ Scales with your practice

Start solo, add associate therapists when ready—pricing and features adapt to your practice size.

✓ No IT department required

Set up yourself in minutes—independent practitioners shouldn't need technical expertise to document sessions.

Simple workflow for private practice

Streamlined documentation designed for independent practitioners.

1. Record sessions

Use phone, tablet, or computer—flexible recording options that work for your practice setup.

2. AI generates notes

Structured clinical notes created automatically—SOAP, DAP, progress notes, your format choice.

3. Review and approve

Quick review and approval—complete documentation in minutes, not hours.

Complete private practice workflow

Everything independent practitioners need for documentation and client care.

Recording
Flexible setup

Record on any device

Phone, tablet, computer—use whatever works for your private practice space. No special equipment required.

Flexible session recording
  • Works with devices you already own
  • Adapts to your practice setup
Session Notes
Your format

Notes in your preferred format

SOAP, DAP, progress notes—AI generates documentation in the format you use. Customize templates to match your style.

Customizable therapy notes
  • Choose your documentation format
  • Customize templates for your practice
Prep
Quick orientation

Session prep when you need it

Quick context before sessions—treatment goals, key themes, progress. Optional feature you control.

Optional session prep
  • Use when helpful, skip when not needed
  • Adapt workflow to your practice style
Follow-Up
Client resources

Share resources your way

Send worksheets, exercises, resources to clients—works with your existing practice communication methods.

Flexible client follow-up
  • Share resources between sessions
  • Integrates with your current methods
Private practitioners using Soma

Join independent therapists who choose documentation built for private practice—affordable pricing, simple setup, flexible workflows.

Solo-friendly, independent control, quick implementation.

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

Minutes
Setup time
Start documenting immediately—no weeks-long implementation
Solo
Friendly
Designed for 1-5 clinician practices—affordable and simple
Your
Control
Independent decision-making—work the way you want

Ready for private practice documentation?

See how Soma simplifies documentation for solo and small practices.Request a demo and experience independent practitioner-friendly software.

Learn more at www.soma-health.ca