Soap Notes + Fathom
Turn a recorded session into a written note you still author.
Fathom records and transcribes your calls. Connect it to Soap Notes and those recordings line up against the matching booking, so the session note and the recording of that session sit in the same place. From the note you can drop in Fathom's summary, its action items, or a chosen stretch of transcript. Everything lands at your cursor and adds to what is already there, so the note stays a document you wrote rather than one that filled itself in. That distinction matters when the note is a clinical record.
What this integration does
- Recordings match themselves to the booking they belong to, using the calendar invitee
- Insert Fathom's summary, action items, or transcript excerpts at your cursor
- Transcript arrives as speaker-attributed lines with timestamps, not one block of text
- Action items carry the assignee and a playback link to the moment they came up
- Link or unlink a recording by hand when the automatic match gets it wrong
- Nothing enters a session note without an explicit click
How to connect Fathom
3 steps. Around two minutes.
- 1
Connect Fathom
Settings → Integrations → Fathom → Connect. You are sent to Fathom to sign in and approve access, then returned to Soap Notes. Fathom exposes a single scope, public_api, so that is the whole of what you approve.
- 2
Record a session as you normally would
Nothing changes in how you use Fathom. Once a recording finishes processing, it appears in Soap Notes against the booking whose calendar invitee matches the meeting.
- 3
Open the session note and insert what you want
The recording appears above the note editor and in the Recording panel. Choose the summary, the action items, or highlight part of the transcript, then insert. The text lands where your cursor is.