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Introduction to Templates

Use templates in AI Scribe

Tali provides various templates to ensure your notes are structured exactly how you need them.

Select a template

  1. Open Tali and start a recording.

  2. On the recording screen, select the dropdown menu on the screen to choose a template you want your note to use.

  3. Click Done when the conversation is finished to generate the note.

  4. When viewing an encounter, use the Generate button to create more notes using your templates.

Here are some of the templates built-in to Tali

SOAP Note Used mostly in primary care. Provides a problem-focused summary (Subjective, Objective, Assessment, Plan).

SOAP Note Multiple Issues Organizes information for patients presenting with multiple distinct issues within a single SOAP note.

SOAP - Merged A&P Combines the Assessment and Plan sections into one block to suit specific note-taking styles and EMRs.

Comprehensive SOAP Detailed breakdown including HPI, Past Medical History, Surgical History, Medications, Allergies, Immunizations, Review of Systems, Social History, Family History, Physical Examination, Lab/Imaging Results, Assessment, and Plan.

Consult Used mostly by specialists. Summarizes the visit with the referring clinician in mind.

Consult Letter - Detailed Used when responding to a referring clinician. Includes detailed sections like HPI and ROS.

Addiction Note Catered to addiction specialists. Includes Mental State Examination, Diagnosis and Assessment, Discussion, and Plan.

Mental Health Progress Note For mental health specialists documenting follow-up appointments. Includes Therapy, Plan, Medication Changes, and Refilled Medication.

Patient Summary Summarizes the encounter using lay language and informal structure, specifically for the patient to read.

Referral Letter Used to refer a patient to another clinician for further evaluation or treatment.

Physical Therapy SOAP Designed for Physiotherapy encounters. Includes standard SOAP headings plus Goals (long and short term) and "achieve by" dates.

Psychiatry Consult Letter (Adult & General) Similar to the standard Consult Letter but geared toward psychiatry. Covers Reason for Consultation, HPI, History, Examinations, Diagnosis, and Recommendations.

Psychiatry Intake Note (Child and Youth) Structured to support detailed summaries for psychiatry intake processes.

Social Workers Notes Based on Social Work Theory. Broken down by Identified Concerns, Interventions, Session Focus, Progress, and Plan.

Pediatrics (Well Child, Follow up, General Consult) Document comprehensive visits including growth parameters, development, immunizations, and history.

Creating a custom template

If the built-in templates do not fit your workflow, you can build your own to match your specific requirements.