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Trying AI Scribe for the first time
Trying AI Scribe for the first time

It can be daunting to try something new, we're here to help.

Katherine Tattum avatar
Written by Katherine Tattum
Updated over 3 months ago

Step 1: Decide what to record

Tali is designed to work by listening to the entire conversation with the patient, so this is the best way to try out the software. If you're recording the patient interaction, do get the patient’s consent before proceeding.

If you are wanting to just try Tali out and not involve a real patient, you have a couple of options:

  • You can try the features out on your own, by playing the role of both the clinician and the patient, or use a colleague to role-play with you.

  • Alternatively, you can just provide a summary of a patient visit. If you provide a summary, you don't need to worry about ordering your thoughts, the AI will put the right things in the right places in the note.

Step 2: Start Recording

On your computer or mobile phone, click on 'Record and Summarize a Patient Visit'. Tali will start listening and transcribing what is said.

Now, you can turn and focus on your patient and start talking to them. Run your visit as usual.

TOP TIP: If you make any observations, be sure to say them out loud so that Tali can include them in the note.

Step 3: Decide which template to use

In the Template drop down, select the template you wish to use. You can use more than one, but you'll need to do them one after the other. See instructions here.

Step 4: Click Done

Click Done and your note will be generated. Click 'Copy' and then click in the spot in your EHR where you want the text to be entered. You can edit it in your EHR as you normally would.

TOP TIP: Use Tali five times in a row to figure out how to fit it into your workflow. It is always hard trying something new, give yourself a chance to get used to the technology.

You always have the option of talking to us too -- sign up today for an onboarding session.

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