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Record patient notes using the Tali–Medesync integration

Follow these steps to set up the Tali AI integration within Medesync EMR.

Record patient notes using the Tali–Medesync integration

Follow these steps to launch Tali and send documentation directly into a patient’s chart in your Medesync EMR.

Watch the full Medesync Note Recording Workflow video here.

Launching Tali inside Medesync

You must launch Tali from within a patient’s chart and from a new note. Do not launch Tali from the main page, as it will not pull in the patient context correctly.

  1. Log in to Medesync.
  2. In the Search Patient box on the top-right side of the page, search for the patient and press Enter.
  3. Once the patient chart opens, go to the sidebar on the left side and click Notes.
  4. Click the Add (+) button to create a new note.
  5. In the new note, click the Tali icon to launch Tali.
  6. Tali automatically pulls patient details, such as name, age, and gender, into your notes. This is called Patient Context.
  7. Create a note with Tali.
  8. Click Send to EMR.
  9. Your note will appear in the patient’s chart.

Troubleshooting

Situation Action
“Session expired” pop-up — your secure connection has expired due to TELUS security requirements Close Tali and reopen it from the Medesync patient chart by creating a new note and clicking the Tali icon again. No data will be lost.
Missing patient context — name, age, or other patient details are not pulling over Close the browser tab and relaunch Tali from the patient’s chart by opening Notes, creating a new note, and clicking the Tali icon.
“Send to EMR” failing Close the browser tab and relaunch Tali from the patient’s chart by opening Notes, creating a new note, and clicking the Tali icon.