AI-Powered Documentation
AI-Powered Documentation: Smarter Progress Notes in Seconds
TheraSoar’s AI-powered documentation transforms how therapists, counselors, and physical therapists handle clinical notes.

Designed to support accurate documentation and improve patient outcomes, our intelligent platform auto-generates structured progress notes, treatment plans, and medical records.
How Does AI-Powered Documentation Work
TheraSoar simplifies session logging, helping therapists spend less time on paperwork and more time on client care.

Here’s how it works:
After each session, therapists input their session notes into the system.
The AI instantly analyzes the confidential logs, identifying key patterns and emotional cues.
It considers your therapeutic style to generate tailored session summaries and suggestions for future visits.
Receive AI-generated recommendations to support better treatment outcomes and informed next steps.
This intelligent process helps you document faster, with greater accuracy and meaningful support for your care delivery.
Reduce Documentation Time, Enhance Client Care

Minimize your documentation time without compromising quality. Our AI suggests relevant SOAP or DAP note content using real-time session data and client history. This automation eliminates repetitive administrative tasks, allowing you to spend more valuable time on patient care, not paperwork.

Improve Accuracy and Consistency

The AI helps ensure clinical notes meet required standards. It minimizes human errors in documentation and supports accurate claims management, which is essential for clean insurance claims and faster payments.

Customizable Note Templates

Whether you're in private practice or managing a larger clinic, use customizable templates that fit your specific documentation needs, perfect for progress notes, intake summaries, and treatment plans.

Integrated with Your Workflow

TheraSoar’s AI-powered documentation is part of a complete practice management solution. Document directly from your calendar or session view, with automatic syncing to your billing software, scheduling tools, and client portal. No need to upload files elsewhere or juggle multiple systems.

Smarter Client Onboarding Starts Here
Generate SOAP, DAP, and other note formats using session data and client history—quickly and accurately.
Document directly from session view and sync automatically with scheduling, billing, and the client portal.
Get real-time AI recommendations and insights for better treatment planning and client outcomes.
Whether you're a solo practitioner or part of a clinic, TheraSoar adapts to your preferred documentation style.
Empower clients with self-booking

Let your clients request or book sessions directly through your secure Client Portal. No more endless back-and-forth messages. You stay in control with real-time approvals and customizable intake workflows.

Built for Professionals Who Value Efficiency
TheraSoar’s AI-Powered Documentation feature empowers clinicians to document smarter,  harder. Combine it with our integrated billing solutions, secure client portal, and streamlined practice management tools to deliver comprehensive care and make informed business decisions.
Can I customize the AI-generated notes?

Yes. The notes are editable and based on your selected format and preferences. You can also create customizable templates that the AI can follow.

How is this different from regular documentation tools?

Unlike other documentation features, TheraSoar’s AI engine generates draft notes using real-time session data and client history, saving you from typing everything from scratch.

What role does documentation play in treatment planning and service delivery?

Documentation ensures the medical necessity of treatment, supports proper documentation of treatment progress, and aids in tracking term treatment goals.

Why Mental Health Practices Trust TheraSoar's Practice Management Software?
Curious? Let’s Clear Things Up

Reduces time spent on repetitive admin tasks
Helps maintain smoother workflows and smoother cash flow
Supports solo and group practices in delivering exceptional care
Flexible invoicing solutions from customizable templates to unlimited invoices
No setup fees. Free trial. Transparent pricing.
Still have questions?
We’ve got your back
Can I add team members or assistants to my account?
Yes! TheraSoar allows you to add assistants, co-therapists, or admin staff to help manage sessions, documents, and communication — all with customized permissions.
Can clients book their own sessions?

Clients can request appointments through their portal, and you can approve or reschedule them directly. This keeps your calendar in your control while still offering flexibility.

Is client information secure?

Yes. TheraSoar is built with client confidentiality at its core. We use secure servers and encrypted storage to keep your data safe, and are actively working toward full HIPAA compliance.

How do I get started?

You can sign up for a free 14-day trial here. Once you’re in, we’ll guide you through onboarding with tutorials, live demos, and support as you set up.

Is there customer support available?

Absolutely. Our team is just a message away. You can reach out through the in-app support tab, or schedule a 1:1 call anytime via our Calendly link.

Can I use TheraSoar if I don’t live in the U.S.?

Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.

What kind of AI features are included?

TheraSoar’s AI supports you with structured session note suggestions, client progress tracking, and insightful trends — helping you reflect and grow without added effort.

Does TheraSoar include session reminders for clients?

Yes. Automated reminders are sent to clients before each session, helping reduce no-shows and improve attendance.

What happens after the free trial ends?

You’ll have the option to continue on a paid plan that suits your needs. Don’t worry — we’ll send reminders before your trial ends, so you’re never caught off guard.

Still have questions?
We’ve got your back
The names used are fictional and for illustration only.