How to Use Tali's Billing Code Recommender

Connecting a Patient to Your Encounter

1. Add a patient by clicking the "connect a patient" component on the Tali home screen.
   
   
   
2. Search for the patient using one of the following methods:
   • Search by name.
   • Search by OHIP number (or patient health card number).
3. If patient information is missing, add it manually by clicking the pen icon next to the health number and saving the updates.
   

Setting the Visit Modality and Starting the Recording

1. Choose the visit modality by clicking the "Face-to-Face" button and selecting the appropriate option.
2. Start the recording for the encounter.
   
   
   
   

Reviewing and Managing Recommended Codes

1. Wait approximately 5 seconds after the note is generated for the diagnostic and billing codes to appear.
2. Add to note:
   • Click this to add a happy code to your encounter.
     
     
     
   • The codes will be added to the bottom of the note in a separate Codes section
     
     
     
     
3. (i) Button: Click to check eligibility criteria and rules summarized from the Ontario MoH Schedule of Benefit.
   
   
   
   
   
   
4. Add a code:
   • Scroll to the bottom of the recommended code list
   • Click on add a code
     
     
     
   • Manually search for and add any missing codes.
     
     
     
     
5. {thumbs down} Button:
   • Provide feedback if a code is incorrect to help Tali learn and improve.
     
     
     
   • Choose the reason for your feedback, and write additional info to help the Tali team better understand how to improve the billing agent.