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.

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.

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!