Want to customize Tali templates to your note taking preferences?
With our new Custom Instructions feature, you can provide Tali with specific instructions to adjust templates to meet your note requirements for structure, section style, content, writing preferences, formatting and more.
How to use Custom Instructions
To use Custom Instructions:
Go to Settings
Click on Templates
Click on a the template you'd like to customize (e.g. SOAP)
Write your custom instructions to Tali
Note: When creating custom instructions for a template, they will be applied to your note any time that template is used.
What Custom Instructions can be added?
This new capability allows you to customize your notes in a variety of ways to meet your exact note taking preferences. There are many ways you can customize your notes, a few examples include:
Changing note structure
Adding or removing content from a note
Changing how sections are organized
Changing Section style and formatting
Making content changes
Adjusting note writing or note style
Changing note formatting
Adding note disclaimers
Making note changes based on conversation details
Making note changes based on your session or appointment type
And more…the options are endless
Want to see some examples?
The options are endless, but a few examples of how to add Custom Instructions include:
Changing note formatting
Do not start sentences with "Patient reports" or "Reports".
Categorize Subjective into HPI, Past Medical History and Current Medication Sections.
Categorize Objective into Vital Signs, Physical Examination and Investigations.
Adding more detail to sections of your note
In the “subjective” section of the note, provide patient quotes for each point if available.
Changing where information is shown in your note
When writing medications in the “plan” section of the note, write them with this format: medication name, dosage, duration.
For instance: “Acetaminophen, 50 mg, d.i.b.”
Making note changes based on the patients you see
I am a Gynecologist and all of my patients are female. Throughout the entire note, avoid using the phrase “patient reports” and always use pronouns. The pronouns should always be she/her.
Changing note details based on what is discussed in your session
If “mental status exam” has been explicitly mentioned by using the phrase “in terms of Mental Status Exam…” or “in terms of MSE…” What follows is the clinician describing the mental status exam of the patient.
This information is not verbalized in front of the patient, but should be included in the note, verbatim, right after the “Assessment” section, in its own section called “Mental Status Exam”.
Changing note formatting and headings
Document objective findings under the "investigation section" following this format:
Vital signs
Bloodwork
Image studies
Respiratory test
Other investigations
Tips for writing Custom Instructions
1. Be clear: Write specific and exact instructions; The more explicit you are, the better AI can follow them. Examples include:
Specify the section(s) where your note instruction should be applied
If your instructions are more complex, or when you're looking for additional information to be added to a note, provide as much context about your requirements or instructions as possible for your template. The more detail, the better to help our AI understand your instruction
If your instruction should only be applied to notes in certain situations/sessions, clearly tell Tali's AI about when those cases should be
2. Show examples: Provide Tali with examples of your instructions, so our AI can get an idea of your instruction
3. Iterate and tweak your instructions: Iterate, modify their instructions with slight modifications, etc. to see how they can get their desired result.
4. Be intentional: The clearer the intention of the instruction, the better it will perform. For instance if instructions says "include review of symptoms", AI understanding might be any of the below:
Include the literal phrase "review of symptoms" somewhere
Within the already existing objective section, include information about the review of systems done in the session
Include a new section called review of systems, under the objective parent heading, including the relevant review of systems
A user can help with that by clearly mentioning the intent of the instruction:
"The objective section should include review of systems, in an organized manner. This information includes: vitals, x, y, z"
Need support trying Custom Instructions?
Email us at [email protected]