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Record patient notes using Tali with Practice Fusion

Follow these steps to generate and transfer your clinical notes directly into Practice Fusion.

Record an encounter

  1. Open the Tali widget: Click the Tali widget on the right side of your screen.

    Screenshot 2026-02-03 at 6.25.01 PM
  2. Sign in: Click Sign into Tali if you aren't already logged in.

  3. Start recording: Click the Home icon or the message icon at the top to begin capturing your encounter.

    Screenshot 2026-01-29 at 6.49.48 PM
  4. Monitor audio: Look for the moving waveform while you speak; this indicates Tali is successfully capturing your audio.

  5. Generate your note: Once the encounter is finished, select your preferred template and click Finish.

Transfer your note to Practice Fusion

Once Tali has generated your note, you can move it into the patient's chart with a single click:

  • Click the "Copy to EHR" button: This will automatically transfer the generated note into the open patient chart in Practice Fusion.

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