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How to Use Templates in Ambient Scribe
How to Use Templates in Ambient Scribe

Tali offers several templates to help you create notes the way you want.

Katherine Tattum avatar
Written by Katherine Tattum
Updated over a week ago

What is a template?

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.

How to select a particular template

Once you start recording with Ambient 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.

What templates are available?

Tali offers several templates, including:

  • SOAP Note

  • SOAP Note Multiple Issues

  • SOAP - Merged A&P

  • Comprehensive SOAP

  • Consult

  • Consult Letter - Detailed

  • Patient Summary

  • Referral Letter

  • Psychiatry Consult Letter

  • Psychiatry Intake Note (Child and Youth)

  • Social Workers Notes


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

SOAP Note Multiple Issues

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

SOAP - Merged A&P

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.

Comprehensive SOAP

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.

Consult Letter - Detailed

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.

Patient Summary

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.

Referral Letter

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.

Psychiatry Consult Letter

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

Psychiatry Intake Note (Child and Youth)

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.

Social Workers Notes

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

Creating Multiple Documents or Notes from One Patient Conversation

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.

How to generate multiple notes from a new patient conversation

  1. Go to the Home tab in Tali

  2. Click the ‘Ambient Scribe’ button to record a new patient conversation

  3. At any point during the recording, pick the first template you’d like to use

  4. Once you have finished recording your patient conversation, click ‘Done’. As usual, your note will be generated

  5. Next, click the ‘Generate’ button located under your Encounter title

  6. Choose a template from the list available to create your next note

  7. Once generated, edit, copy or save your new notes to your EHR as you normally would

You can do this as many times as you need.

How to generate multiple notes from a historical patient conversation

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

  1. Click on the History tab in Tali

  2. Choose the Patient Encounter you’d like to generate a new note type from

  3. Underneath the Encounter’s title, click the ‘Generate’ button

  4. Choose from any other templates available to create additional notes

  5. Once generated, edit, copy and save your new notes to your EHR as you normally would

What if the template I want isn't there?

Contact the team by emailing [email protected].

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