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Add Tasks to Generated Notes

You can now have approved tasks automatically added to generated notes that include a P or Plan section. This helps keep follow-up actions captured alongside the clinical documentation, so they can be reviewed, edited, and sent to the EMR as part of the patient chart.

Follow-up actions are part of the care plan, but they often live outside the note. With Add Tasks to Notes, Tali helps close that gap by bringing approved tasks directly into the Plan section of your clinical documentation. We know that parts of task management often continue in the EMR, so this helps carry AI-generated follow-up actions into the workflow clinicians already use after the visit. The result is a more connected path from encounter to note to next steps, with follow-up actions preserved in the patient chart where they can support the work that happens after the encounter.

When this setting is enabled, approved tasks are added to the bottom of the P/Plan section of eligible notes.

Turn on Add Tasks to Notes

This setting is turned off by default.

To enable it:

  1. Go to Settings
  2. Select Account
  3. Open Tasks
  4. Turn on Add Tasks to Notes

Setting description:

Add Tasks to Notes
Automatically add approved tasks to the bottom of your encounter notes so follow-up actions are captured alongside your documentation.

How it works

After an encounter, Tali generate both notes and task drafts.

You can:

  1. Review the AI-generated tasks
  2. Edit a task, if needed
  3. Approve the task

When Add Tasks to Notes is enabled, approving a task will:

  • Add the task to the Task Library, as before
  • Also add the task to the bottom of the note’s P/Plan section

If multiple eligible notes have already been generated for the encounter, the approved task will be added to all eligible notes.

Important: generate your note first

Approving a task only adds it to notes that have already been generated.

If you approve tasks first and then generate a new note afterward, the newly generated note will not automatically include those previously approved tasks.

For best results, generate your note or main note first, then review and approve your tasks.

Where tasks appear in the note

Tasks are added under the existing P or Plan section of the note.

They are not added as a separate note section. This is important because when notes are sent to the EMR, the tasks are treated as part of the P/Plan section for EMR mapping.

Tasks are:

  • Added at the bottom of the P/Plan section
  • Grouped by category
  • Included when the note is sent or imported to the EMR

Editing or removing tasks from the note

Once tasks are added to the note, you can use Note Edit to update or remove them before sending the note to the EMR.

You can:

  • Edit task text
  • Delete tasks from the note
  • Copy the full tasks area
  • Copy individual task categories

If a task is approved and added to the note, then manually deleted from the note, you would need to manually add it back if needed.

Notes without a P or Plan section

Tasks are only added to generated notes that have a detectable P or Plan section.

If a note does not include a detectable P/Plan section, tasks will not be added to that note.

Sending tasks to the EMR

When a note is sent or imported to the EMR, the tasks are included as part of the P/Plan section.

EMR section mapping may vary by EMR, but the tasks remain under P/Plan and are treated as part of that section rather than as a separate header or standalone section. This helps preserve the correct note structure during EMR import.