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Record patient notes using Tali with PS Suite

Follow these steps to generate and transfer your notes directly into a patient's chart in PS Suite.

Watch the full PS Suite Note Recording Workflow video here.

Transfer your notes

You must launch Tali from within the patient’s chart. Do not launch Tali from the main page, as it will not pull in the patient context.

  1. Launch Tali from within the patient's chart. Click on the square with an arrow on the far right of your toolbar.

    Screenshot 2026-01-27 at 2.38.14 PM

  2. An extension selector will pop up. Scroll down until you see Tali


  3. Click Open

  4. A New Window will open with a Tali tab (Sign in)

  5. You will now see the patients context
    Screenshot 2026-01-27 at 2.46.06 PM
  6. Start Recording

  7. Click Send to EMR within the Tali window.

    Screenshot 2026-01-27 at 2.48.21 PM

  8. Navigate back to PS Suite.

  9. Refresh the patient's chart by clicking the two green arrows in the top-right corner of PS Suite.

    Screenshot 2026-01-27 at 2.49.10 PM

  10. Your note will now appear as a new encounter.