Your virtual practice deserves virtual-first documentation.Purpose-built for remote sessions.
Purpose-built for virtual sessions.Document remote therapy with platform-specific compliance and secure workflows. Identity verification, platform notes, location documentation—everything telehealth requires, nothing it doesn't.
See telehealth documentation in a quick demo.
PIPEDA-compliant • Virtual session protocols • Secure remote workflows • You maintain full clinical responsibility
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See how virtual-first documentation streamlines telehealth compliance.
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Document identity confirmation at session start—regulatory requirement for virtual sessions automatically tracked.
Note platform used, connection quality, technical issues—complete virtual session context documented.
Record client location for jurisdiction compliance—cross-border practice requirements met automatically.
What telehealth documentation requires
Virtual sessions have unique compliance requirements that in-person therapy doesn't—documentation must capture these elements.
Identity confirmation
Regulatory bodies require identity verification at session start—document that you visually confirmed client identity via video.
Location documentation
Record client location each session—jurisdiction determines licensure requirements, mandatory reporter obligations, crisis protocols.
Platform and technical details
Note platform used, connection quality, any technical interruptions—context for session quality and therapeutic alliance.
Generic notes vs. telehealth-specific documentation
Most therapy notes templates are designed for in-person sessions—missing critical telehealth elements.
In-person documentation templates
- No fields for identity verification—regulatory requirement not captured
- Location not tracked—jurisdiction compliance issues if client crosses borders
- Platform and technical issues undocumented—context for rapport challenges lost
- Emergency protocols unclear—no documentation of location for crisis intervention
Telehealth-specific templates
- Identity verification documented—regulatory compliance automatically met
- Client location recorded each session—jurisdiction tracking for licensure compliance
- Platform and connection quality noted—technical context for session quality
- Emergency contact and location clear—crisis protocols readily available
Virtual session elements documented
Everything telehealth compliance requires, automatically captured.
Session start protocols
- Identity verification confirmed
- Client location documented (city, province/state)
- Emergency contact information verified
- Informed consent for telehealth reviewed
Platform and technical notes
- Platform used (Zoom, Doxy.me, SimplePractice, etc.)
- Connection quality and any interruptions
- Privacy of client environment confirmed
- Technical issues affecting therapeutic process
Jurisdiction compliance
- Client location tracked for licensure compliance
- Cross-border practice documentation if applicable
- Jurisdiction-specific mandatory reporting considerations
- Local crisis resources and emergency protocols
Security and privacy
- Encrypted platform confirmation
- Client environment privacy assessment
- PIPEDA/PHIPA compliance maintained
- Recording consent if session recorded
Telehealth documentation workflow
Virtual-first templates capture compliance elements automatically.
1. Start virtual session
Confirm identity, document location, note platform—telehealth protocols automatically captured.
2. AI captures session
Clinical content documented as usual—AI identifies telehealth-specific elements like technical issues.
3. Complete telehealth notes
Identity verification, location, platform, compliance elements—all documented in structured notes.
Virtual session documentation
See how telehealth-specific templates ensure compliance and capture virtual context.
Capture telehealth context
AI identifies identity confirmation, location mentions, platform used, technical issues—complete virtual session context documented.
- Telehealth protocols and compliance captured
- Technical context and platform details noted
Complete virtual documentation
Notes include identity verification, location, platform, emergency protocols—regulatory compliance and clinical context fully documented.
- Identity, location, platform documented
- Regulatory compliance requirements met
Complete telehealth workflow
Prep and follow-up support virtual practice.
Virtual session preparation
Review client info, verify location, prepare emergency contacts.
Secure digital resource sharing
Share resources securely through encrypted channels.
Join telehealth therapists who document virtual sessions properly—identity verified, location tracked, platform compliance maintained. Regulatory requirements met automatically.
Virtual-first templates, compliance built-in, secure workflows.
“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 for virtual-first documentation?
See how telehealth templates ensure compliance and capture virtual session context.Request a demo and experience purpose-built telehealth documentation.
Learn more at www.soma-health.ca