SomaSyncAI
Therapist quick start / 01

Say what you see.
Keep your hands
in the room.

A visual one-page guide to the SomaSyncAI session: send the intake, connect your voice, speak in clear clinical layers, then review and correct every SOAP field before export.

SomaSyncAI microphone and Bluetooth workflow visual
The signal path / visual cue

From voice to a record you can stand behind.

The microphone is the input. Your observation is the intelligence. Your review is the safeguard.

MICTRANSCRIPTSOAP DRAFTTHERAPIST REVIEW
The room-to-record workflow / 02

Five moves.
One clean handoff.

This is the shortest path from a client’s intake to a therapist-reviewed note. The client does not write the SOAP note; you do the clinical observing, speaking, correcting, and approving.

01

Send intake

Copy the client intake link from the Therapist Command Center and send it before the appointment.

Client-facing
02

Receive code

The client submits the form, saves the session code, and sends that code back to you.

Private handoff
03

Load + connect

Open Clinical Workspace, load the code, connect the calibrated microphone, and start the session.

Before contact
04

Speak clearly

Separate report, observation, treatment, response, assessment, and plan as you work.

During session
05

Review + export

Generate the draft, edit all four fields, check the review box, and export only after verification.

Therapist control
Voice formula / 03

Natural voice.
Clear layers.

You do not need to sound like a robot. Use a few anchor phrases so the system can keep the client’s report separate from what you actually observed and performed.

Use this sequence

Speak naturally, but move through the clinical layers in order:

REPORTED → OBSERVED → PERFORMED → RESPONSE → ASSESSMENT → PLAN“Client reports… I observed… On palpation… I performed… On reassessment… My assessment is… Plan to…”

Make observations concrete

Name the side, region, measure, technique, duration, pressure, tolerance, and response when those details are known.

EXAMPLE“Observed limited left cervical rotation. Palpation identified increased tone in the left upper trapezius. Performed sustained compression for approximately 30 seconds. Client reported easier rotation afterward.”

Say what is missing

It is better to state that something was not measured than to let the draft imply a finding.

ACCURATE“Client reported easier movement; no numerical range-of-motion measurement was taken.”

Do not turn a concern into a diagnosis

Describe what was reported or observed, then state what needs further assessment or referral according to your scope and practice protocol.

AVOID SHORTCUTS“Client reports tingling into the right arm. Further assessment is needed to clarify the source.”
The note / 04

The AI drafts.
You decide.

After the final transcript is ready, Generate draft organizes only the session language into four editable SOAP fields.

S — SUBJECTIVE

What the client reported: onset, symptoms, aggravators, ratings, goals, and response.

O — OBJECTIVE

What you observed, palpated, measured, or performed. Include laterality and dosage when stated.

A — ASSESSMENT

Your stated clinical interpretation, or a clearly labeled verification-needed item. The system does not invent a diagnosis.

P — PLAN

What you plan to continue, reassess, assign, refer, or schedule—only when you stated it.

Final control: correct the text, remove anything inaccurate, complete missing details, then check “I reviewed and edited this draft before export.” Export stays locked until that review step is completed.
Ready to try the room-first workflow / 05

Your hands are busy.
Your record can keep up.

Start with synthetic or de-identified information during beta. Connect your microphone, practice the speaking formula, and see the draft before using it in real documentation.

Open therapist workspace ↗AI draft · therapist review required · current beta is not authorized for PHI