SimplePractice AI Integration

Keep SimplePractice. Add AI notes.No platform switching required.

Already use SimplePractice? Add AI notes without switching platforms.Direct integration, zero copy-paste—AI-generated notes sync seamlessly with SimplePractice.

See SimplePractice + AI integration in a quick demo.

Direct SimplePractice sync
Zero copy-paste
Keep your workflow

PIPEDA-compliant • Works with SimplePractice • Secure data sync • You maintain full clinical responsibility

Request a Demo

See how AI notes integrate seamlessly with your SimplePractice workflow.

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

Direct integration

AI notes sync directly to SimplePractice—no manual copying, pasting, or transferring.

Keep your workflow

Stay in SimplePractice for scheduling, billing, client management—just add AI notes.

Secure sync

PIPEDA-compliant data transfer—your SimplePractice data stays secure during AI note generation.

Don't switch platforms. Just add AI notes.

If SimplePractice works for your practice, keep using it—Soma adds AI documentation without forcing you to switch EHRs or change your workflow.

Seamless SimplePractice integration

AI-generated notes sync directly to SimplePractice client records—no copy-paste, no manual transfer.

AI notes, SimplePractice storage

Generate notes with AI, store them in SimplePractice—best of both worlds without platform switching.

Your SimplePractice workflow intact

Keep scheduling, billing, and client management in SimplePractice—just add AI-powered documentation.

How SimplePractice + AI works together

Simple integration that adds AI notes to your existing SimplePractice workflow.

1. Record in Soma

Capture sessions with AI in Soma—transcription and note generation happen automatically.

2. AI generates notes

Review and approve AI-generated session notes—edit to match your voice and clinical judgment.

3. Sync to SimplePractice

Approved notes sync directly to SimplePractice client records—no manual copy-paste.

AI notes → SimplePractice. Automatically.

Generate notes with AI, sync to SimplePractice—no platform switching or manual work.

Recording
Core workflow

Record sessions outside SimplePractice

Use Soma to record and transcribe sessions—then AI generates notes ready for SimplePractice sync.

Session recording for SimplePractice integration
  • Record sessions with client consent
  • AI transcribes and structures session details
SimplePractice Sync
Core workflow

Notes sync directly to SimplePractice

AI-generated notes sync to SimplePractice client records—no copy-paste, no manual transfer, no workflow disruption.

AI notes syncing to SimplePractice
  • Direct sync to SimplePractice client records
  • Zero copy-paste or manual transfer required
Optional workflow enhancements

Beyond SimplePractice: Session prep and client follow-up

Soma also includes optional features for session preparation and client engagement—if you want them.

Prep

Session preparation insights

Optional: Review key themes before sessions—works alongside SimplePractice.

Optional session prep feature
Follow-Up

Client follow-up delivery

Optional: Share resources with clients—separate from SimplePractice portal.

Optional client follow-up feature
SimplePractice users trust Soma

Join SimplePractice users who've added AI notes without switching platforms—keeping the EHR they know while gaining AI-powered documentation.

SimplePractice for everything else, AI for notes—no platform switching required.

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

Direct
SimplePractice sync
Notes transfer automatically to SimplePractice client records
Zero
Copy-paste
No manual transfer or workflow disruption
Keep
Your EHR
Stay in SimplePractice—just add AI documentation

Ready to add AI notes to SimplePractice?

See how Soma integrates with SimplePractice—AI notes without platform switching.Request a demo and see the integration in action.

Learn more at www.soma-health.ca