Managing encounter history

Your History tab allows you to store, review, and finalize your notes and dictations. The list of items in this tab are known as Encounters. Encounters appear in reverse chronological order and include the date, time, and length of the visit.

This article include how to:

• Accessing your history

• Rename an encounter

• Sort and filter your encounter history

• Copy notes to your EMR

• Delete an encounter

• Clear all history

• Recovering lost notes and encounters
  
  

Accessing your history

• Desktop or Chrome extension: Click the History button on the left navigation panel.

• Mobile app: Tap History at the bottom of the screen.

Rename an encounter

You can rename items to help track specific patients or visits.

1. Open the History tab.

2. Select the encounter you want to rename.

3. Click the existing title and type the new name.

Sort and filter your encounter history

Use sorting and date filters to quickly find recent encounters or review older records.

Sort encounters by newest or oldest

1. Open History.
2. Select the sorting menu at the top of the page.
3. Choose:
   • Newest first to display your most recent encounters at the top.
   • Oldest first to display your earliest encounters at the top.
   
   

The list updates automatically.

Filter encounters by date

1. Select All dates at the top of the page.
2. Choose a preset date range:
   • Today
   • Yesterday
   • Last 7 days
   • Last 30 days
   • This month
   • Last month
   
   
3. To choose a custom period, select a start date and end date from the calendar.
4. Select Done to apply the filter.

You can use the date filter and sorting options together to narrow your encounter history and control the order in which results appear.

Copy notes to your EMR

You can copy note content without opening the full encounter view.

1. Open the History tab.

2. Hover over the relevant encounter.

3. Select the note type (e.g., SOAP, Note). Tali automatically copies the text to your clipboard.

4. Paste the note into your EMR.

Delete an encounter

Note: Deleting an encounter permanently removes the transcript and all associated note types (SOAP, Assessment, etc.).

Web, desktop, and Chrome extension

1. Open the History tab.

2. Find the encounter you want to remove.

3. Hover over the encounter and click the Delete button at the top of the encounter card.

Mobile app

1. Tap History.

2. Open the specific encounter.

3. Tap the three vertical dots button in the top right corner.

4. Select Delete Encounter and confirm your choice.

Clear all history

You can clear your entire list to remove all encounter data from your workspace. This action cannot be undone.

1. Open the History tab.

2. Click the three vertical dots button in the top right corner of the History pane.

3. Select Delete All History.

Recovering lost notes and encounters

If you accidentally deleted a note, we may be able to help if it hasn't been too long since it was deleted. Please reach out via our in-app chatbot!