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How to Improve Tali’s Note Quality
How to Improve Tali’s Note Quality

Tips and tricks to help Tali better understand you and your patient to improve overall note quality

Harrison Reilly avatar
Written by Harrison Reilly
Updated over a week ago

As a product that uses audio recordings to generate notes, summaries and dictations, it’s no secret that Tali does its best work when it hears everything you or your patient says.

To get the most out of Tali, we recommend saying out loud as much information and context as possible, so that your notes reflect exactly what you need, and the quality you expect.

Below, we share some best practices on how to structure and speak in your sessions to Help Tali capture your conversations in full.

Improving note quality when summarizing a session yourself

We’ve learned that some clinicians prefer to summarize their sessions after the fact, or add details to the end of a patient session to summarize findings or actions.

When doing this, it’s important to:

  • Use active language: If you are summarizing a patient visit, ensure to use Active language, such as "The patient is female and the meeting covered the patient sharing about ongoing headaches and migraines."

  • Make it clear who said what: Share distinctions about your findings/observations versus what a patient mentioned. For example, if you say "The patient did not have a fever" Tali does not know if it is mentioned by the patient or confirmed by the clinician. But if you say "I confirmed that the patient had no fever", this will help Tali distinguish the conversation and improve note quality.

SOAP Note Example

  • If you say, “I confirmed that the patient had no fever,” This would show up in a SOAP objective

  • If you say, "The patient said that he had no fever over the past few days" then Tali would move it to the SOAP subjective

  • Give context when possible: When in doubt, say any relevant context, observations and findings out loud. Even if you’re summarizing findings at the end of a session, the more context provided, the better note quality will be.

Improving note quality when recording a patient session

  • Make sure the patient’s voice can be heard: When recording a session, whether virtual or in-person, it’s important that Tali can hear both you and the patient to distinguish who says what, and improve note quality. To do this, ensure telephone visits have the patient on speaker, and for telehealth visits, ensure Tali’s Telehealth Feature is enabled and recording.

  • Use active language: Similar to the section above, continue using active verbs and language in the visit. This helps Tali understand what you say, versus what a patient recounts or shares. For example, if a patient shares treatment steps shared by another clinician (subjective findings), using active language, such as “I am recommending” to distinguish your findings (e.g. your plan) will help Tali better organize your notes.

  • Say physical assessment findings out loud: Tali is a listening solution, so ensure you share observations and physical findings out loud. “The patient’s blood pressure is 120/80 mm Hg,” “The patient does not have a fever,” are all good examples to showcase that Tali will be able to document these for you, as long as they are shared out loud.

Other helpful tips

  • Set your SOAP Note Preferences: Ensure your Tali preferences (Found in your Tali Profile) are set to your preferred pronoun format, sentence structure and note-taking style. To learn how to change your SOAP preferences, read this article.

  • Set your conversation and summary language: Ensure your Tali preferences (Found in your Tali Profile) are set to your preferred language for dictation and note taking. To learn how to change these preferences, read this article.

  • When in doubt, say it out loud: While this has been mentioned several times, it is so important. Tali is meant to listen, and so sharing details out loud is always better for note quality.

  • Sharing sensitive patient information: Want to add something to your note that you don’t want the patient to hear? Hit pause on the recording till the patient has left the room or session, and hit resume to record the remainder of your notes.

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