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Getting started with the Tali mobile app

The Tali mobile app allows you to use Tali anywhere you work, bringing the power of the AI scribe to your patient conversations directly from your phone.

Follow these steps to set up the app and record your first patient visit.

Set Up the Mobile App

This section covers the one-time steps needed to get the app running on your device.

1. Create your Tali account.

  • If you don't have an account yet, create your Tali account on our website first. If you already have one, you can proceed to the next step.

2. Download and install the Tali app on your phone.

  • You can use the QR code below to find the mobile app in your device's app store.

3. Log in and allow permissions

  • Open the app and log in using the same email address you used to create your Tali account.

When prompted, click 'OK' to enable microphone permissions. This is required for Tali to record your patient visits.


Note: Microphone access is required to record patient visits.

Record a Patient Visit (AI Scribe)

Use the AI Scribe feature to record a conversation and generate a clinical note.

1. Start the recording

  • Click on the yellow + Tali Icon (at the bottom middle of the screen).

  • Select the 'New Encounter' button to start the AI Scribe. Tali begins recording immediately.

2. Select a template (Optional)

  • Before clicking 'Done', you can choose an alternative template:

  • Click the 'Select' button.

  • Click the radio button beside the preferred template

             Note: Only one template can be selected at a time.

3. End the visit

  • When the visit is complete, click 'Done'.

  • The “Processing the Conversation” page will appear. DO NOT EXIT THIS SCREEN while the note is being generated.

  • A new visit can begin once the generated summary note appears.

Manage Notes and Encounters

This section details how to access, finalize, and reuse your recorded encounters for additional documentation.

1. Access and Export Notes

  • View History: Your note will be saved in your history. You can access your recorded conversations by clicking the 'History' button at the bottom right of the mobile app.

  • Export to EMR: To get the generated note into your EMR, log into Tali on your computer to copy and paste the note into your EMR.

2. Generate Additional Notes 

After a visit is completed, you can quickly generate other required documentation, using the existing encounter data.

  • Click the Generate button. 

  • Select the new template (e.g., a patient letter or referral) from the available list.

3. Resume an Encounter

If you need to add additional context or information to a note you previously finished, you can resume the encounter.

  • While viewing the completed note/encounter, click the Hamburger button (menu icon) in the top right corner.
  • Click on 'Resume Encounter'. 

  • The recording will restart, allowing you to add more context to the conversation. The note will update accordingly

Dictation

You can quickly dictate for instant transcription.

1. Start a new dictation

  • Click on the '+' button at the bottom of your screen.

  • Click 'Dictate a Note' to begin.

2. Dictate and finalize

  • As you are dictating, you can use punctuation commands.

  • You will have the option to pause or cancel the recording at any time.

  • When you are satisfied with your recording, click the "Done" button to save it.

  • View the Note: Your saved dictation is now available in your history. You can view it by clicking the 'History' button at the bottom right of the mobile app.