Sometimes when you have generated a note or recorded a dictation, you don't want to review and finalize it straightaway, but rather store and come back later. This is where the History feature comes in.
How to access my History?
In either the sidebar, desktop app, you can see a 'History' button on the top left side of the navigation panel.
In the mobile app, the history is at the bottom of the view:
If you click this button, you'll be able to access all the notes you've generated and dictated in a list.
Understanding your History
The list of items presented in your History tab are known as Encounters
What are Encounters?
Encounters are all of the notes you've recorded with Tali. Each Encounter in the list represents either:
1. A conversation you've had with a patient using the Ambient Scribe
2. Notes you've dictated using Tali's Medical Dictation feature
Encounters will be in reverse chronological order, meaning newest items are at the top of the list. If you are looking for an older item, just scroll down the list. Items are listed with the date, time and length of the visit.
Clicking an Encounter from a patient conversation will show you the note generated, and the transcript. If you've generated one or more note types from a patient conversation, you will be able to see all of these notes within the Encounter view so you can easily copy them as needed.
Clicking an Encounters from a Medical Dictation will show you the transcript from the dictation.
Managing your History
Renaming notes
To help you keep track of which note is which, you can rename the notes in your history. To do so:
Click the History button in the left navigation panel
Find the Encounter in your History that you wish to rename
Click on the Encounter
Click on the title that is in place and start typing the new title
Copying notes
Looking to quickly copy notes from a patient Encounter? Let’s show you how
Click on the History tab in Tali
Hover over the Encounter you wish to copy a note from
Click the note type, and it will be automatically copied for you
Paste the note where you need, such as your EHR
Deleting notes
Looking to delete an encounter? Here are the steps
Click on the History tab in Tali
Hover over the Encounter you wish to delete
In the top right corner of the Encounter, click the delete button
Note: Deleting an encounter will delete all note types and the transcript created from that patient conversation.
Deleting all history
If you wish to declutter your history, you can click the three vertical dots icon in the top right corner of your history and select 'Delete all history'.
Note: Deleting all encounters will delete all note types and the transcript created from that patient conversation.