Tali AI provides a structured and supportive approach to help clinics transition to live usage. This guide outlines what your team needs to complete before and during launch to ensure a smooth onboarding experience.
Pre-Launch Planning
Workflow Review
Map out how Tali fits into your current workflow:
Review visit types (in-person, phone, and virtual)
Identify where Tali’s AI Scribe will be used in the clinical journey
Align all clinicians on where and how to use Tali
This step is especially important when visit types or provider preferences vary.
Account Creation
Complete account provisioning a few days before kickoff:
Option 1: Send a list of clinician names and emails and Tali will create accounts for you
Option 2: Assign licenses directly via the Admin Panel (N.B. Only available if all licenses are Pro)
Provision early to ensure onboarding emails are received and accounts are active before launch.
Technical Setup
Ensure all devices meet the following requirements:
Functioning microphone
Supported browser or the Tali desktop app
EHR Integration: If your site wants to configure an integration between Tali and your EHR, begin coordination with your IT lead at least one week before launch. Tali will handle technical setup and testing.
Appoint a Clinic Champion
Choose a “Tali Champion” to support your internal rollout:
Select a tech-savvy or early-adopter clinician, or someone particularly excited about Tali
This individual can serve as the point of contact for team questions
They can participate in extra training to guide peers and share feedback with Tali
Kickoff and Go-Live
If your group is big enough, you’ll want to host a formal kickoff session (A “Lunch & Learn” format often works well!) for all Tali users for 30–60 minutes, ideally a day or two before, or the day of, go-live.
Tali will lead the session to:
Review accounts and walkthroughs
Demonstrate key features
Share best practice tips
After the kickoff, ensure that each clinician has:
Logged in and completed onboarding
Practiced launching Tali during a visit
Reviewed how to find and edit generated summaries
Reviewed the clinic’s consent protocol
Located patient-facing materials (e.g., posters, infographics)
Met the Champion and knows who to contact for support
Before going live:
Confirm all accounts are active
Integrate consent into patient intake workflows
Test audio quality, especially in shared spaces
Display printed materials in exam rooms and waiting areas
Early Usage Period
Expect a learning curve — that’s normal!
Conduct informal team check-ins with your Champion
Take advantage of the Tali AI Community to learn more about how others are using the solution
Direct feedback to [email protected]
Offer 1:1 training for clinicians who need more support
Access how-to articles and troubleshooting at help.tali.ai
Some clinicians will adopt Tali right away. Others may ease in gradually — allow flexibility while ensuring consent and privacy protocols are followed.
Ongoing Support and Optimization
Support doesn’t stop after launch. Continue optimizing Tali use:
Try advanced features:
Structured note templates
EMR-integrated workflows
Attend live office hours and refresher training
Stay informed through feature walkthroughs
The Champion continues to:
Support new and existing staff
Relay feedback to Tali
Manage licenses via Admin Panel (recommended role name: Tali Lead or Scribe Champion)
Use the Admin Panel to:
Assign and reassign licenses
View active users
Track team usage
Need more licenses or help with access? Contact your Account Manager.
Give Us Feedback!
Tali is always evolving. Your insights directly shape how we improve — stay in touch!