TL;DR

You can now give Tali more context before, during, or after an encounter to help generate more accurate and complete notes.

With Additional Context, you can:

• Add written instructions or patient details
• Upload supporting documents like labs or referrals
• Update context during the visit
• Regenerate notes using newly added information

This helps Tali better understand the encounter and produce notes that reflect the full clinical picture.

Give Tali More Context When It Matters Most

Not every encounter starts with a blank slate.

Sometimes there’s already important information available before the visit begins:

• lab results
• referral letters
• intake forms
• patient history
• supporting documentation

Other times, new information comes up during the encounter that should be reflected in the final note.

Additional Context allows you to provide that information directly inside Tali, helping generate notes that are more complete, accurate, and tailored to the encounter.

Where You Can Add Additional Context

You can add written context and supporting documents in three places:

• Before starting an encounter
• During an encounter
• After a note has already been generated

You can:

• Enter up to 5,000 characters of written context
• Upload up to 3 files
• Upload up to 10 MB total

Add Context Before Starting an Encounter

If you already have relevant information before the visit begins, you can attach it directly to the encounter before recording starts.

This is useful for:

• referral information
• intake forms
• recent lab work
• visit objectives
• patient background information

How to do it

1. Open New Encounter
2. Click Add context
3. Enter written instructions or details
4. Upload supporting documents if needed
5. Click Start Recording

Tali will use this information when generating the note.

Add Context During an Encounter

Sometimes important details come up mid-visit.

You can update or add context while the encounter is still in progress, helping ensure the final note reflects the latest information.

How to do it

1. During the encounter, click Add context
2. Add or edit written context
3. Upload supporting files if needed
4. Continue the encounter or click Finish when complete

This is especially useful when:

• reviewing new lab findings during the visit
• discussing supporting documentation
• clarifying patient history
• adding details you want emphasized in the final note

Add Context After a Note Is Generated

You can also add context after a note has already been created and regenerate the note using the updated information.

This helps when:

• additional documentation arrives later
• you forgot to include important details
• you want the note updated using newly available information

How to do it

1. Open the generated note
2. Click Additional Context in the top-right corner
3. Add written context and/or upload files
4. Click Save & Regenerate

Tali will regenerate the note using the updated context.

What Kinds of Context Should You Add?

Additional Context can help support more accurate and complete documentation across many workflows.

Examples include:

• Lab reports
• Intake forms
• Referral letters
• Supporting PDFs
• Relevant patient history
• Consultation summaries
• Visit objectives or instructions

Why This Matters

Clinical documentation rarely happens in isolation.

Important patient information often exists before, during, and after the encounter itself. Additional Context helps bring that information into the same workflow, reducing the need to manually re-enter details or revise notes later.

The result:

• More complete documentation
• Better continuity across workflows
• Less manual editing after the visit
• More confidence in the final note

Key Takeaways

• Additional Context helps Tali generate more accurate notes
• Context can be added before, during, or after an encounter
• Upload supporting documents directly into the workflow
• Regenerate notes using updated information
• Useful for labs, referrals, intake forms, and patient history

FAQ

How much written context can I add?

You can add up to 5,000 characters of written context.

How many files can I upload?

You can upload up to 3 files per encounter or note.

What is the maximum upload size?

You can upload up to 10 MB total across all files.

Can I update context after the note is generated?

Yes. You can add additional context after a note is created and regenerate the note using the updated information.

What types of files should I upload?

You can upload supporting clinical documents such as lab reports, intake forms, referral letters, or other relevant patient documentation.

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