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Getting Started
Tali's Getting Started Guide
Tali's Getting Started Guide

Let's get your key questions answered so you can get the most out of Tali.

Harrison Reilly avatar
Written by Harrison Reilly
Updated this week

Step 1: Creating an account and installing Tali

Have your team members review these articles below to understand how to set up their Tali account and select which devices (Desktop, Mobile, and/or Web Extension) they’d like to have Tali on.

Step 2: Try Tali for the first time

After your team has successfully set up their accounts and installed Tali, have them try out the product. Below is a link to a quick guide for testing Tali for the first time.

Step 3: Ensure team members try out all of Tali’s key features

In addition to trying Tali’s ambient scribe to record a patient conversation, make sure to tell your team members to check out all the great features Tali has to offer. These include:

Customizing your Tali profile

  • SOAP preferences: Check out the Profile tab to see all the ways notes and templates can be customized to the doctor’s preferred note taking style

  • SOAP and consult language preferences: Looking to document conversations in a language other than English? Check out options that Tali has available by clicking the Profile tab, and click the Ambient Language button to view your options

  • Medical dictation language preferences: To change dictation preferences, click the Profile tab, click Dictation Language and select English or French.

Using the History tab

Dictating a note

  • Dictating notes: Looking to dictate a note without using templates? Make sure to check out Tali’s general dictation capabilities

    • If a doctor is looking to dictate directly into an EHR, they can use Tali’s Google Chrome Extension. This is done by closing the sidebar, clicking on a text area on your EHR and when the microphone at the top of the widget turns green, you will be able to dictate directly into the EHR text area

    • If a doctor is looking to dictate on Tali’s Mobile App, we have some helpful tips they should know as well, and can be found in this link

Medical Search

  • Ask a medical question: Tali incorporates the content of trustworthy, evidence-based sources into our App’s Medical Search functionality: Merck Manuals, ChoosingWisely and OpenFDA

    • To try this, go to the Home tab, click More Features at the bottom of the page and select Ask a Medical Question. Tali's advanced Natural Language Processing algorithms, medical language models, and speech recognition will transcribe it correctly, getting you the information you need in seconds

      • Note: This functionality is not available in the Tali Mobile App

Key questions your team might have

When speaking with customers, common questions that come up include questions related to a user's microphone, capturing consent from patients and interoperability with EHRs. Here are some useful tips to ensure your team members have what they need.

1. Ensuring they have a working microphone

Ultimately, Tali needs to listen to the doctor’s natural conversation with the patient to capture the conversation. To do this, Tali will need microphone access for the doctor’s device they use Tali on. The doctor doesn't need to have a sophisticated microphone, as Tali works with the microphone found on their computer or mobile device. If the doctor’s setup doesn't have a microphone, you can always have them use Tali’s iOS or Android app as a microphone.

2. Capturing consent from patients

Before a doctor uses Tali with patients, they need to ensure they ask for consent to use Tali from the patient before beginning the recording. Best practice for the doctor is to capture consent in writing once from the patient, and then verbally remind the user each time in future visits.

If you need a starting point for capturing written consent, we offer a consent form template in the Tali App in the Profile tab, in the Support section. We also offer great support documents, such as a Patient Consent Infographic, which you can display for the patient. This is also available in the Tali App in the Profile tab, in the Support section.

3. EHR Integrations

Tali’s core features (Ambient Scribe, Medical Dictation and Medical Search) can be used on any web-based or desktop EHR, as Tali is a layer on top of your EHR. Tali’s integration might be a little deeper with some EHRs, like Oscar Pro, but the core functionalities (Ambient Scribe, Medical Dictation and Medical Search) are supported on all EHRs whether web-based or on your desktop.

Top tips for using Tali

Over time, we’ve compiled a lot of great tips that have helped users get up and running successfully with Tali. Here are some you can share with your team

  • Tali only records what is spoken out loud. If a user makes any observations, be sure to say them out loud so that Tali can include them in the note

  • Your Tali account is synced with all devices you use Tali on. For example, if you record a patient conversation on the mobile app, the saved note will appear in your desktop app or chrome extension for easy editing or adding notes into your EHR

Lastly, we’re here to help

In addition to the items mentioned above, your team might still have questions that we are happy to answer.

  • For self-serve FAQs, your team can visit our Knowledge Base. There is lots of useful information there.

  • Want to provide us feedback in-app? On the Desktop App (Not Mobile App) Click the Home tab, and select the Provide Feedback button at the bottom of the page to send a voice note directly to our team

  • For questions over email, your team can message us anytime at [email protected] with your questions

  • If your team would prefer a more involved discussion, your team may want to book some time with one of our customer success team members using this link

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