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:

Single Sign-On: Log into Tali once in your EMR and stay connected.
Patient Context: Have your patient's information in Tali to improve note quality.
Note Auto-Population: Remove manually copy and pasting notes into a patient's chart with this feature.
Appointment Sidebar: See your appointments for the day in Tali.

Steps to Set Up the Accuro Integration

Request the Integration

Fill out our integration form; that gets automatically sent to our team to action.
Once you've received a confirmation email that the integration has been activated, you must have an Accuro account with admin permissions to proceed with set up.
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*
Open the link provided to you in the confirmation email. If this has worked successfully, you will receive a confirmation on the Tali website.

Setting Up CDS

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:

Go to Menu > CDS > Manager User CDS
Click the green + button
Set the following values
- Name: Tali AI
- URL: <provided CDS url>
Press "OK"

Adding CDS to Quick Bar

Menu > File > User Preferences
Display > Configure Actions
Press Green + icon
Create the Custom Action
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
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
Click OK again to confirm your settings and add the CDS button

Getting Provider IDs

From the Accuro Menu select File > User Preferences
Select Search > Provider > Enable Provider ID
Click “Apply” then click “OK”
Open the Menu > Tools > Configure Providers (you should see a list of providers and their IDs)