Link phone call summary to SOAP note recomendations
When calling client's to discuss test results and provide recommendations, I'd like to be able to link the call to the already started SOAP note so it will add that information to my plan and assessment/recommendations.
Admin
Talkatoo Team
Jul 1, 2026
Quick update: we’re still exploring ways to better link related notes and allow information from one note, such as a call summary, to update or inform another note, such as a SOAP.
Since our last update, we’ve started moving toward a more case-based workflow, where SOAPs, call summaries, follow-ups, and other related notes can eventually be grouped together around the same appointment or patient interaction. The new notes layout you may have noticed is the first step in that direction.
For now, the best option is still to use the Assistant within the SOAP note. You can paste the phone call summary into the Assistant and ask it to generate an updated Assessment and Plan based on the call details.
We’ll continue improving this workflow over time so related notes are easier to connect and build on.
We are exploring ways to link notes and update SOAP notes using other notes. For now, the best option is to use the Assistant. This will soon become easier, as we are working on adding the Assistant into each note. With this, you will be able to paste a phone call summary into the Assistant for a specific SOAP and have it add the details how you want.
Quick update: we’re still exploring ways to better link related notes and allow information from one note, such as a call summary, to update or inform another note, such as a SOAP.
Since our last update, we’ve started moving toward a more case-based workflow, where SOAPs, call summaries, follow-ups, and other related notes can eventually be grouped together around the same appointment or patient interaction. The new notes layout you may have noticed is the first step in that direction.
For now, the best option is still to use the Assistant within the SOAP note. You can paste the phone call summary into the Assistant and ask it to generate an updated Assessment and Plan based on the call details.
We’ll continue improving this workflow over time so related notes are easier to connect and build on.
We are exploring ways to link notes and update SOAP notes using other notes. For now, the best option is to use the Assistant. This will soon become easier, as we are working on adding the Assistant into each note. With this, you will be able to paste a phone call summary into the Assistant for a specific SOAP and have it add the details how you want.