Record a session

Create a SomaTrace session record, note discomfort and observations, add drawings or touch notes where useful, then save and check the record.

Record what you need to follow up: the client’s description of discomfort, your observations and what you felt during palpation. Specific notes give you something useful to return to next time.

The editor has three tabs: 「基本」 (Basic), 「觀察」 (Observations) and 「觸感」 (Sensation). Start with the important details and add the rest once you have checked it; you do not need to fill every field. This guide uses the labels in the Traditional Chinese interface.

Part 1: Start a record

Open the client and select 「新增紀錄」 (New record).

In 「基本」, check the session date and time before entering your notes.

To change an existing record, open that session and select 「編輯紀錄」 (Edit record).

Part 2: Record discomfort and overall context

In 「基本」, select 「＋ 新增不適紀錄」 (Add discomfort) to open 「新增不適」 (New entry).

Choose 「部位」 (Region), which is required. Select 「左」 (Left), 「右」 (Right) or both.

Add 「感覺」 (How it feels) and 「不適自評」 (Discomfort rating). Until you rate it, the score reads 「未評估」 (Not rated); it counts as filled in only once you pick a score.

Add what you learned about triggering movements, when it started, external causes and other relevant details. Select 「完成」 (Done) to return to the editor. Use 「儲存紀錄」 (Save record) to save the whole session.

Use 「整體補充」 (Overall notes) for context that is not specific to one region. 「今日狀態」 (Today’s state) includes fatigue, tightness, high stress and poor sleep.

Or start with a drawing

Select 「畫一張」 (Draw one) under 「手繪」 (Sketch), choose a body view and add marks. The workspace includes symbols, pen, highlighter, shapes and text, plus split views and a 「疊圖」 (Overlay) menu.

To try importing one rated discomfort symbol:

Place the symbol on the body figure, set its discomfort rating and select 「完成」 (Done). The 1–10 on a sketch symbol is the discomfort rating: drawing a symbol means something is there, so there is no 0.

Open 「從手繪帶入紀錄」 (Read records off the drawing) and check the proposed region and rating. Left and right refer to the client’s own sides.

If needed, select the label to adjust its region or rating, then return to the preview. Check the entry and select 「帶入 1 個」 (Add 1). Review it in the discomfort log before saving the session.

For a mark on the client’s right front chest, for example, check that the preview identifies 「右前胸」. Compare the label with the position on the figure before importing.

Part 3: Record body observations

Open 「觀察」 (Observations) and choose 「正面」 (Front), 「背面」 (Back), 「左側面」 (Left side) or 「右側面」 (Right side).

Select the region you want to record. You can also use 「從清單選擇部位」 (Choose a region from a list).

Choose a finding, then 「輕微」 (mild), 「中等」 (moderate) or 「明顯」 (marked). Add a 「部位備註」 (Region note) where useful.

Select an existing finding again to modify or remove it. On desktop, use 「收起」 (Close) to close the region panel. Save the session as a whole with 「儲存紀錄」.

For shoulder position, distinguish height, forward or backward position, and shrugging. Left and right refer to the client’s own sides. Keep your descriptions consistent.

The figure shows bones, muscles and connective tissue directly, with no skin. 「人體圖層」 (Body layers) at the top of the layer menu switches each of the three on or off (at least one stays on), and the fascial-line options are listed below. Use these as reference when locating and recording observations. If your device cannot display 3D, use the region list to continue recording.

Part 4: Record movement and save

Within 「觀察」, open 「動態」 (Dynamic) and select the movements you actually observed. The list is grouped into whole-body movement, spine and breathing, shoulders and upper limbs, and pelvis and lower limbs. It includes gait, standing rotation, single-leg stance, squats and breathing observation. Movement observations have no corresponding body figure; select them from the movement list. For a left–right difference, choose a description that identifies the side.

For example, in 「站姿旋轉」 (Standing rotation):

Choose left or right and record each direction separately.

Select a range-of-motion description: near full, mildly limited or clearly limited. Record quality, such as smooth, catching, shaking or discontinuous, then add sensations, compensations and notes based on what you observed.

Select Done in this movement form, then save the whole session. Each movement has its own fields, so use the ones that form offers.

When you have finished, select 「儲存紀錄」 (Save record). On desktop, it is at the top right. Saving takes you back to this session’s view page. If you entered discomfort, observations, touch notes or similar content and have not reviewed the session yet, the 「本次紀錄完成」 (Record complete) screen appears first.

You can add palpation details under 「觸感」 before saving. See Record touch and sensation for the steps.

Next steps

After the session, review the session to compare before and after, note key actions and decide what to check next time. Saved records also have 「AI 輔助」 (AI assist); see AI summaries and reports for the workflow.