A template is a structure that the generative AI will use as a basis for creating the note. For Tali, it isn't only the structure, but also the instructions we provide to ensure that the note is generated to suit your expectations.

Tali offers multiple templates, designed to suit different situations. This article is about how to use them.

Once you start recording with AI Scribe, you will see a template drop down in the screen. Click on that dropdown to select which template should be used to create the note.

Tali offers several templates, including:

Used mostly in primary care, the SOAP note (Subjective, Objective, Assessment, Plan) provides a problem-focused summary of a patient's visit.

Some patients attend with more than one issue. This template organizes the information for the various issues appropriately within a single SOAP note.

Use this SOAP template when looking to have the Assessment and Plan of the SOAP combined into one section to better customize Tali to your note taking preferences and style.

A more comprehensive SOAP template broken down by: HPI, Past Medical History, Surgical History, Medications, Allergies, Immunizations, Review of Systems, Social History, Family History, Physical Examination, Lab Results, Imaging Results, Assessment and Plan

Used mostly by specialists, a consult note is written with the referring clinician in mind, summarizing the patient visit.

Use the Consult Letter - Detailed when responding to a referring clinician about a referral request that was sent to your office regarding their patient. The detailed template is broken out into multiple sections, including HPI, ROS and more.

This note summarizes the encounter and what was discussed, but is written for the patient to read. Thus, it tends to use lay language, and has a more informal structure.

Use the Referral Letter template to refer a patient to another clinician for care or advice. Save time referring patients to specialists for further evaluation or treatment of a specific condition.

The Psychiatry Consult Letter is similar to Tali’s existing Consult Letter template, but geared towards a Psychiatry encounter.

This template turns the patient conversation into a thorough consult note, covering several key areas, including: Reason for Consultation, HPI, Past and Current Patient History, Examinations, Diagnosis, and Recommendations. You may use this Template for the majority of mental health conditions, including addiction, anxiety, PTSD and more.

Use this Intake Note to bring structure to your psychiatry intake processes. This template will help you prepare a detailed summary of your patient encounter.

A template for Social Workers based on Social Work Theory, with notes broken down by: Identified Concerns, Interventions, Session Focus, Progress and Plan

With this template, clinicians will be able to document a comprehensive visit including a complete physical exam, and key visit elements such as Chief complaints, HPI, ROS, Birth history, Immunizations, Development, Growth parameters, Medical history, Surgical history, Family history, Social history, and more!

Often one document from the patient's visit is enough, but sometimes you will want to generate multiple documents or notes from the single encounter.

With Tali, you can now automatically turn one patient note, such as a SOAP note, into other formats, including: SOAP Multiple Issues Note, Patient Summary or Consult Note. Let’s show you how.

You can do this as many times as you need.

Looking to generate multiple notes from a previous patient conversation? Let’s break down those steps.

Contact the team by emailing [email protected].