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Record patient notes using Tali with CHR

Follow these steps to launch Tali and send documentation directly into a patient's chart in your Collaborative Health Record (CHR) EMR

Watch the full CHR Note Recording Workflow video here.

Note Transfer Steps:

  1. Open a patient chart in CHR.
  2. Click Start New Encounter
    Screenshot 2026-01-28 at 6.49.12 PM
  3. Click the Tali.AI button to launch Tali.
  4. Tali automatically pulls patient details (like name, age, and gender) into your notes (Patient Context).
  5. Create a note with Tali.
  6. Click Send to EMR.
  7. Your note will appear as a new encounter in the patient's chart.

Situation Action
"Session expired" pop-up (Your secure connection has expired due to Telus's security requirements) Close Tali and reopen it from the CHR patient chart page. No data will be lost.
Missing patient context (Name or age not pulling over) Close the browser tab and relaunch Tali from the patient's chart.
"Send to EMR" failing Close the browser tab and relaunch Tali from the patient's chart.