Switching Guide for AI Therapy Notes

Making the switch is easier than you think.Start small. Keep control. See value fast.

Worried about the learning curve, rollout, or disruption?Soma helps you transition gradually—with training, a clear timeline, and clinician-led workflows.

Get a guided walkthrough and a practical transition plan in a quick demo.

Gradual adoption
Training + support
Clinician stays in control

PIPEDA-compliant privacy posture • Consent-first client connection • Confidential by design • Clinician remains fully responsible for clinical decisions

Start Your Transition

A guided demo + a realistic rollout plan for your practice—no big-bang change required.

We’ll email you to schedule a time and tailor the rollout to your workflow.

Start small

Begin with a few sessions or one template—prove value before you expand.

Clear rollout plan

A practical timeline for training, adoption, and consistency—no disruption to care.

Consent + privacy-first

Transition with confidence using consent-first workflows and a confidentiality-first posture.

A switching experience built for real clinics

Soma helps clinicians transition from manual notes to AI-assisted drafting without losing control, quality, or trust. Adopt at your pace—keep your standards.

Keep your documentation style

Generate drafts you can review, edit, and finalize—aligned to your templates and your voice.

Reduce friction, not rigor

A learning curve that feels manageable—supported by training, best practices, and a clinician-led workflow.

Switch with confidence

Consent-first, privacy-first, and designed for professional standards—so adoption doesn’t compromise trust.

How switching works (4 simple steps)

A gradual transition plan that minimizes disruption and builds confidence quickly.

1. Start with a small pilot

Pick a few clients or sessions to test the workflow.

2. Learn the flow in minutes

Quick training + best practices to reduce the learning curve.

3. Draft, then edit + approve

AI drafts fast; you refine and finalize with clinical control.

4. Expand at your pace

Scale to more templates and optional workflows when ready.

From manual notes to AI drafts—without the “big bang”

See the core workflow you’ll adopt first—then optional features you can add later when it fits.

Recording
Start here

A simple capture step that doesn’t change your session

Keep your attention on the client while Soma captures the session details you choose—so you can transition without adding friction.

Soma recording workflow screenshot
  • Minimal change to your routine—easy to pilot
  • Built for consent-first use and professional standards
Session Notes
Start here

A first draft you can trust—because you control it

Move from manual writing to fast drafting. Review, refine, and approve in your voice—keeping quality and clinical judgment fully in your hands.

Soma session notes draft screenshot
  • Faster notes without sacrificing structure or clarity
  • You remain responsible for all clinical decisions
Add these later (optional).

Expand only when you’re ready—without creating more admin

Once the core notes workflow feels solid, optional prep and follow-up can support consistency and continuity of care.

Prep

Walk in oriented—without re-reading everything

Surface key themes and shifts so you can start grounded and focused.

Soma prep insights screenshot
Follow-Up

Send supports with one click—no extra back-and-forth

Share goals, worksheets, and guidance without adding more work to your day.

Soma follow-up delivery screenshot
Clinicians switch with confidence

You don’t need a perfect rollout to get results—just a safe, clinician-led first step.

Get a transition plan that respects your workflow, your standards, and your clients.

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

1
Small pilot
Start with a few sessions to build confidence fast
2–4
Weeks to expand
A realistic timeline for training, templates, and consistency
100%
Clinician-led
Drafting support—no autonomous clinical decisions

Ready to start transitioning to AI therapy notes?

Get a guided demo and a step-by-step rollout plan tailored to your practice.Gradual implementation. Full training. Expert support.

Want to learn more? www.soma-health.ca