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Customizing Tali's built-in templates

Using custom instructions to change the style or tweak the content in Tali's templates.

Custom instructions allow you to adjust Tali templates to meet your specific requirements for structure, style, and content.

How to add custom instructions

  1. Go to Templates.
  2. Click the template you want to customize (e.g. SOAP, or Consult Letter).
  3. Type your preferences in the Custom instructions field and Save.

These instructions will apply every time you generate a note using this specific template. For one-off changes to a single note, it's best to use Smart Edit.

 

Best practices for writing instructions

Start with the right template: Choose the Tali template that is closest to your desired outcome (e.g., the right headings and purpose) before adding instructions.

Be specific: Avoid vague phrases like "include a review." Instead, specify the section and content: "The objective section must include a review of systems formatted as a bulleted list."

Test and refine: AI may interpret instructions differently than a human. You may need to adjust your wording to get the perfect result.

 

Customization examples

Below are examples used by other clinicians. You can copy and paste these into your settings to see how they influence your note. 

1. Changing structure and headings

If a template has too much detail, or not enough, you can tell Tali exactly which headings to use.

Adding a "Chief Complaint" subheading: "In the Subjective section, add a subheading for 'Chief Complaint': Brief statement of the patient's main concern."

Building an "Action Items" list: "At the end of the note, create a clearly labeled section titled 'Action Items'. List all follow-up actions, tasks, referrals, prescriptions, and ownership (e.g., "Provider," "Patient," or "Clinic Staff"). If no actions are mentioned, write: 'No new action items identified.'"

Removing headings (Simplifying): "Generate the Functional Inquiry section using only the following headings: Mood, Anxiety, Sleep, Social."

2. Formatting and style

Ensure the note matches your personal charting style or specific medical terminology.

Changing medication format: "When writing medications in the Plan section, use this format: medication name, dosage, duration."

Using preferred terminology: "Use 'tympanic membrane' instead of 'eardrum'."

Adding disclaimers: "Add the phrase 'Patient consent confirmed' at the end of the note."

3. Calculations, logic, and codes

Tali can perform logic-based tasks or retrieve codes based on the transcript.

Billing codes: "After the Assessment section, list all relevant ICD-10 codes with both the code and description."

BMI Calculation: "Calculate and include BMI in the note only if both the patient's height and weight are provided."

Physical Exam Macros: "If I say 'ears normal' exactly, insert: 'External ears clear, no erythema. Tympanic membranes intact.'"