Therapy Workflow Software

Your entire workflow, perfected with AI.One platform, seamless practice management.

Streamline your entire workflow.Session prep, documentation, follow-ups—all connected in one platform. AI handles the busywork, you focus on therapy. Complete workflow automation from first contact to final note.

See complete therapy workflow automation in a quick demo.

End-to-end workflow
Connected features
AI automation

PIPEDA-compliant • Complete workflow automation • Seamlessly integrated • You maintain full clinical responsibility

Request a Demo

See how AI automates your entire therapy workflow from prep to follow-up.

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Complete workflow

Every step connected—prep flows to session, session to notes, notes to follow-up. Seamless end-to-end workflow.

AI automation

AI handles documentation, prep, follow-up automatically—you focus on clinical work, not administrative tasks.

One platform

Everything in one place—no juggling multiple tools, no data entry between systems, complete integration.

The fragmented workflow problem

Most therapists patch together multiple tools—each step is a separate system, nothing connects, data gets lost between platforms.

Fragmented tools

  • One tool for notes, different tool for scheduling, separate billing system
  • Re-enter client information across multiple platforms—data inconsistency
  • Context lost between systems—prep notes don't connect to session documentation
  • Manual work bridging gaps—copy/paste between tools, redundant data entry

Unified workflow platform

  • Complete workflow in one platform—prep, sessions, notes, follow-up all integrated
  • Client information entered once—automatically available across all features
  • Context flows seamlessly—prep informs sessions, sessions create notes, notes enable follow-up
  • AI automates connections—no manual bridging, no redundant work, seamless flow

How the complete workflow connects

Every feature designed to work together—data flows automatically, context maintained, seamless transitions.

1

Session prep → Informed sessions

Review treatment goals, key themes, progress before session—walk in prepared and context flows into session naturally.

2

Sessions → Automatic documentation

AI records and transcribes sessions, generates structured notes—documentation created automatically from session content.

3

Notes → Prep for next session

Session notes automatically feed next prep—treatment progress, new themes, homework status all surfaced for next time.

4

Notes → Client follow-up

Session content informs follow-up resources—share relevant worksheets, exercises based on what you discussed.

Complete workflow in action

See how every step flows seamlessly to the next.

1. Prep

Review context before session—goals, themes, progress surfaced automatically.

2. Record

AI captures session—transcribes, identifies key clinical details.

3. Notes

Structured documentation generated—review and approve in minutes.

4. Follow-up

Share resources with clients—maintain momentum between sessions.

Your complete therapy workflow

Every feature working together—seamless, integrated, automated.

Prep
Before session

Walk in prepared and confident

AI surfaces treatment goals, recurring themes, progress—complete context in 2 minutes, ready to make every minute count.

Session prep workflow
  • Treatment goals and key themes visible
  • Context flows into session naturally
Recording
During session

Focus completely on your client

AI records and transcribes sessions automatically—be fully present, no note-taking distraction, all clinical details captured.

Session recording workflow
  • Automatic recording and transcription
  • Every clinical detail documented
Session Notes
After session

Complete notes in minutes

AI generates structured clinical documentation—SOAP, DAP, progress notes automatically created, review and approve in minutes.

Session notes workflow
  • Structured clinical notes generated
  • Notes feed next session prep automatically
Follow-Up
Between sessions

Maintain therapeutic momentum

Share worksheets, exercises, resources with clients—keep engagement high between sessions, based on session content.

Client follow-up workflow
  • Share relevant resources easily
  • Keep clients engaged between sessions
Therapists using complete workflow

Join therapists who've unified their workflow—prep flows to sessions, sessions to notes, notes to follow-up. One platform, seamless practice management.

End-to-end automation, connected features, AI-powered workflow.

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

Complete
Workflow
Every step connected—prep, sessions, notes, follow-up all integrated
AI
Automated
Workflow happens automatically—you focus on therapy, AI handles admin
One
Platform
Everything in one place—no juggling tools, seamless integration

Ready for complete workflow automation?

See how AI connects every step of your practice workflow seamlessly.Request a demo and experience end-to-end practice management.

Learn more at www.soma-health.ca