Client Follow-Up Workflows for Therapists

Stay connected with clients between sessions—effortlessly.Check-ins, reminders, and resources—without extra admin.

Strengthen continuity of care beyond the room.Deliver between-session supports in a consent-first, clinician-led workflow.

See follow-up delivery end-to-end in a quick demo.

Built for therapy workflows
Consent-first delivery
Privacy-first posture

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

Request a Demo

A quick walkthrough of between-session follow-up delivery + optional notes automation.

We’ll email you to schedule a time that fits your calendar.

Save time

Send check-ins, reminders, and resources in a repeatable workflow—without adding to your day.

Stay clinician-led

You decide what gets sent, when it gets sent, and what “good care” looks like for your clients.

Privacy-first

Consent-first design with confidentiality and control built in for between-session support.

Follow-up tools that respect therapy

Soma helps you extend care between sessions with structured follow-ups—so clients feel supported, and you stay out of the “endless messages + manual reminders” loop.

Share supports clients actually use

Deliver worksheets, guidance, and session takeaways in a clean, client-friendly format—so follow-through is easier.

Keep momentum between sessions

Use optional check-ins and reflections to help clients stay engaged—without turning you into a full-time admin.

Built for confidentiality

Consent-first, privacy-first, and designed for professional standards—so follow-up stays appropriate and secure.

How it works (4 simple steps)

A lightweight workflow for between-session care—easy to adopt, easy to keep consistent.

1. Connect clients

Invite clients with consent-first onboarding.

2. Choose the follow-up

Pick reminders, check-ins, or resources—your call.

3. Send in one click

Deliver supports without manual copy/paste.

4. Optional prep + continuity

Use reflections to walk into the next session oriented.

Session → Follow-up. Consistent care, without the extra work.

Keep clients supported between sessions with simple delivery workflows—then keep your clinical voice and boundaries intact.

Recording
Optional foundation

Capture what matters—so follow-up stays aligned

When you choose to capture session details, Soma helps keep follow-up consistent with the work you’re doing—without pulling you out of the room.

Soma recording workflow screenshot
  • Less toggling during session—more presence with clients
  • Designed for consent-first use and professional standards
Session Notes
Optional foundation

Clear notes make better follow-up

Keep your documentation structured and easy to review—so you can decide what to reinforce between sessions (and what to leave for the room).

Soma session notes draft screenshot
  • Faster review = easier to keep follow-up consistent
  • You remain responsible for all clinical decisions
Spotlight: Follow-Up delivery

Optional Prep + Follow-Up that strengthens between-session care

Walk into sessions oriented, and send supports clients can use right away—without building a second job for yourself.

Prep

Start the next session grounded, not rushed

Surface key themes and shifts so you can focus on the work, not on re-reading history.

Soma prep insights screenshot
Follow-Up

Homework reminders, check-ins, and resources—sent in one click

Deliver supports straight to the pocket so clients can engage between sessions—without extra back-and-forth.

Soma follow-up delivery screenshot
Clinicians love Soma

Support clients between sessions—without sacrificing your time or boundaries.

Keep follow-up consistent, reduce manual messaging, and maintain a consent-first workflow aligned with professional standards.

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
Click follow-up
Send reminders, check-ins, and resources without manual copy/paste
Less
Between-session admin
Reduce the “message spiral” while keeping clients supported
100%
Clinician-led
You choose what’s sent—no autonomous clinical decisions

Ready to see follow-up workflows in action?

Request a demo and see how between-session support can fit your practice.No pressure—just a clear walkthrough.

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