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Status In Discovery
Categories SOAP Notes
Created by Guest
Created on Jul 24, 2025

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.

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  • Admin
    Talkatoo Team
    Aug 27, 2025

    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.