AI summaries and reports

Choose a prompt and records in SomaTrace, review the text and copy it into your own ChatGPT. Check the result before saving it with the session.

Prepare instructions and record text in a saved session’s 「AI 輔助」 (AI assist) tab. Check the content, copy it into your own ChatGPT, review the result and attach the text you want to keep to the same session.

In this flow SomaTrace sends nothing to an AI service for you; the text only reaches your clipboard, and you paste and send it yourself.

This guide follows the Traditional Chinese interface labels, with English explanations.

1. Select the records and prompt

Open the saved session and find 「分析與報告」 (Analysis and reports) under 「AI 輔助」 (AI assist). Select a prompt under 「分析指令（Prompt）」 (Analysis instructions (prompt)). If the client has multiple sessions, choose the range under 「帶入幾次紀錄」 (Number of visits to include), and check that the listed dates are the sessions you want.

2. Manage prompts when needed

Select 「管理指令」 (Manage prompts) to open 「管理分析指令」 (Manage analysis prompts). The built-in prompt is 「紀錄整合分析」 (integrated record analysis).

To start from the built-in prompt, use 「另存自訂版本」 (Customize a copy), then adjust the text To write your own, select 「新增指令」 (New prompt), enter a title and content, then select 「儲存」 (Save)

Custom prompts are stored only on this device and do not sync.

A prompt describes the task, the sections you want and the tone. Keep names, body observations and other client details in the records, where the record selection and preview bring them in.

After creating a prompt, go back to the prompt selector and select it so this analysis uses it.

3. Check the content and copy it to ChatGPT

Select 「檢查內容」 (Review content) and read 「帶出內容（可修改）」 (Content to copy (editable)). Check the client, dates, sequence and record range, and delete identifying details you do not need. Only text that exactly matches the client's name, phone or email is replaced with 「［已隱去］」 ([removed]); nicknames, other people’s names, addresses and details in notes are left for you to remove. Select 「複製並開啟 ChatGPT ↗」 (Copy and open ChatGPT ↗), paste the text and review it before sending. Alternatively, use 「只複製」 (Copy only) and open ChatGPT yourself.

Nothing is sent when ChatGPT opens; it is sent only when you press send there. Before pasting, make sure you are allowed to use and share the information (for example, the client has agreed), and keep only what this task needs.

4. Review the result

Compare it with the original records before saving:

Are the dates, order and selected sessions correct? Are the client’s words, your observations and your interpretations distinct? Has it added unsupported detail or turned uncertainty into a conclusion?

Correct the text before copying what you want to keep. If the client will read it, check it suits them too.

5. Attach the report

Return to 「AI 輔助」 (AI assist) in the same session and select 「儲存分析結果」 (Save analysis result). In 「確認附加報告」 (Review attached report), fill in 「報告標題」 (Report title) and paste the text into 「報告內容」 (Report text). Check the client, session date and text, then select 「確認並附加報告」 (Confirm and attach report). Open the saved item in 「附加文字報告」 (Attached text reports) and check its title, date and full text.

The report is attached text; the original observations remain separately available.

Each report allows up to 20,000 characters; save longer text as separate reports.

6. Read, copy and edit a report

Open a report from the attached-report list. A report dialog shows its title, date, text and controls.

「複製內容」 (Copy content): copy the report text 「編輯」 (Edit): open 「編輯報告」 (Edit report), change its title or content, then save; reopen it to check the changes 「刪除」 (Delete): remove the report. Check it is the right one first, and copy out anything you still need

Editing a report changes only the report text; the original session record stays as it is. To correct the original observations, edit that session.

Reports saved earlier

Earlier versions of SomaTrace generated reports with server-side AI; that has been switched off. Those reports remain in the same session’s attached-report list alongside the ones you pasted, and can still be copied, edited or deleted.

Next steps

See Record a session and Review a session if you need to fill in the source record first. Specific observations and clearly recorded uncertainties make a summary easier to check.