Skip to main content

Tali AI's Integration with Accuro

Tali AI is now integrated within Accuro. Read this article to learn how it works, and how to get started.

F
Written by Flora Ng
Updated over 3 weeks ago

Quick Start with Tali and Accuro

Fill out our integration form to get started with Tali and Accuro

Integration Summary

The integration gives you access to Tali’s core tools:

  • AI Scribe for automated documentation

  • Medical Dictation for faster note-taking

  • Medical Search for quick drug dosage and medication answers within your workflow

Key features include:

  1. Single Sign-On: Log into Tali once in your EMR and stay connected.

  2. Patient Context: Have your patient's information in Tali to improve note quality.

  3. Note Auto-Population: Remove manually copy and pasting notes into a patient's chart with this feature.

  4. Appointment Sidebar: See your appointments for the day in Tali.


Steps to Set Up the Accuro Integration

Request the Integration

  1. Fill out our integration form; that gets automatically sent to our team to action.

  2. Once you've received a confirmation email from QHR that the integration has been activated, you must have an Accuro account with admin permissions to proceed with set up.

  3. Gather the following key pieces of information:

    - Accuro API Tenant ID

    - Accuro API Username

    - Accuro API Password

    - Accuro Database UUID (can be found within Accuro or you can reach out to Accuro support)

    - Provider IDs (read the section below called Getting Provider IDs if you don't have these)

    *If you don't have the API Tenant ID, API Username, or Password please reach out to Accuro for them*

  4. Open the link provided to you in the confirmation email. If this has worked successfully, you will receive a confirmation on the Tali website.

Initializing your clinic

Prerequisites:

  • You are an administrator on Accuro

  • You have signed the Accuro indemnity agreement and the Tali Contact

  • You have provided the signup details to Tali

Steps:

  1. Log into the Tali account you provided as the Clinic IT Admin

  2. Click on Admin in the left hand sidebar

  3. Scroll down to the Integrations section and click on “Connect” next to your clinic name

  4. Enter your Accuro API Tenant ID, Accuro API Username and Accuro API Password

  5. Tali does not know or store this information. It is securely communicated only with Accuro.

  6. If this has worked successfully, you will receive a confirmation on the Tali website.

Setting Up the Tali Connection in Accuro

After completing the Request for Integration steps, Tali will provide you with a unique CDS link for each provider you’ve set up with us. You should keep these URLs safe and only distribute them to their intended recipient.

Each provider should configure their CDS using the following steps:

  1. Go to Menu > CDS > Manager User CDS

  2. Click the green + button

  3. Set the following values

    - Name: Tali AI

    - URL: <provided CDS url>

  4. Press "OK"

Adding Tali to the Quick Bar in Accuro

  1. Menu > File > User Preferences

  2. Display > Configure Actions

  3. Press Green + icon

  4. Create the Custom Action

  5. Select a custom action: “Custom CDS Action” and select the following

    - Description: “Tali AI”

    - Type: “User”

    - CDS: “Tali AI”

    - Icon: Select a preferred icon. “microphone” is commonly used.

    - Press OK to save the custom action

  6. In the User Preferences Menu ensure that Dock Action Bar is enabled. You can select where you want it to appear from the drop down menu

  7. Click OK again to confirm your settings and add the CDS button


Steps to Transfer Tali Notes to Accuro:

  1. In Accuro, click on Tali AI from the bottom bar.

  2. Generate a note.

  3. Click "Send to EMR".

  4. Navigate back to Accuro and go to the EMR section -> Encounter Notes.

  5. Select the patient you'd like to review the Tali note for and review.


Need to Create a Tali AI Account?


Need Help?

For support or to schedule a setup session, contact Tali’s Customer Success Team at [email protected] or book a session here.

Did this answer your question?