You can standardize your documentation by creating custom templates. This allows Tali to format notes according to your specific requirements, such as a specialized structure for mental health assessments or referral letters.
Note: You can create and edit templates on the Tali web and desktop apps. These templates sync automatically to the Chrome extension and mobile app.
To create a new template
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Log in to the Tali web application.
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Select Templates in the left navigation menu.
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Select Add template.
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Enter a name for your template (e.g., "Standard Consult" or "PHQ-9 Note").
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In the text body, enter the structure or instructions you want Tali to follow (see styles below).
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Select Save template.
Generating a starting draft
If you don't want to build a template from scratch, you can describe the type of note you need. Tali will use this description to generate a baseline structure that you can edit.
There are three approaches for writing the initial instruction:
- You can give Tally more control by providing each section and an instruction on what to do within it.
- Past medical history:
(List past illnesses, injuries, surgeries, hospitalizations, and chronic conditions in bullet points using hypens; only if they've been explicitly mentioned in the transcription.)
- Past medical history:
- You can give Tally less control by writing the note as you would naturally and replacing the variable information with more specific instructions.
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"A standard diabetes follow-up."
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"A referral letter to a dermatologist."
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"A physiotherapy assessment note."
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- You can also paste in an example note or letter, and Tali will create a template using your style and structure.
Learn more about refining your template in our advanced guide, Best practises for building a template.