Call from Tali: How to Call a Patient from Tali

How to place a call

Open a new encounter in Tali the same way you would for an in-person visit, then click Call a patient.

Your Caller ID:

The default caller ID is set as Care Provider, +1 (905) 367-5034.

To set your own Caller ID click on the Set Caller ID. Add the phone number you want to use  and verify that number by receiving a code via SMS or Call.

When verified, the patient will see your number and Caller ID when receiving your calls through Tali. You can verify your clinic or mobile phone number based on your preference.

If your clinic or the number you want to verify for caller ID has an extension, you can use the Extension option to add the extension, and use the Call option to verify the number.

You can change your Caller ID by clicking on Change Caller ID, setting a new Caller ID.

Dialling the patient number:

Use the dial pad or directly enter the phone number and click Call.

Documenting your phone visit:

Once the call connects, continue your phone visit as usual. You will see the call status as Connected and Live transcription: Listening, indicating that Tali is actively capturing the conversation.

Tali generates a live transcript of the conversation. The transcript appears in the Transcript for note generation section. 

Make sure you have selected the correct template for the visit. Use the Templates and Forms dropdown to choose the appropriate template.

Call controls

Mute: Mute yourself during the call as needed.
Hang up: Click Hang up to end the call. This would automatically start note generation.
Discard: Clock Discard if you want to discard this encounter.

Review and send to EMR

As with your regular Tali workflow, you can review the generated note, make any edits, and send it to your EMR with one click.

Generate additional documents

You can also use the Generate button to create additional documents for the same visit, such as referral letters, patient summaries, and more.

FAQ

Is Call from Tali available to all users?

Call from Tali is currently in beta and available to select users.

Is there an additional cost for this feature?

At this time, this feature is included as part of the regular Tali AI Scribe package until August 28. During this early access period, we are gathering feedback from users to help shape future pricing, including the preferred pricing model, such as usage-based or seat-based pricing. Beta and early access users will receive a discount if paid pricing is introduced after this period.

Can I use my own caller ID?

Yes. You can verify your clinic or mobile number and use it as your caller ID when placing calls from Tali.

Will Tali transcribe the phone call?

Yes. Once the call is connected, Tali captures a live transcript that is used to generate the encounter note.

When is the note generated?

The note is generated after the call ends. You can then review, edit, and send it to your EMR as usual.

Can I create other documents from the same call?

Yes. After the encounter, you can use Generate to create additional documents, such as referral letters or patient summaries.