From Notes to Next Steps: Introducing AI Task Management in Tali

The clinical day doesn’t end when the note is finished. For most clinicians, that’s when the second shift begins, the administrative “after-work.” Referrals, requisitions, billing. A growing list of follow-ups that lives in your head long after the patient has left the room.

At Tali, we’ve always focused on reducing the burden of documentation. Now, we’re starting to support what happens next with the introduction of AI Task Management.

TL;DR: Task Management in Tali

• Suggested next steps, surfaced automatically. Tali highlights potential follow-up actions based on your encounter, helping you move from note to next step more easily.
• Less mental tracking. Instead of relying on memory, you have a simple way to see what might need to happen next.
• A step beyond the scribe. This marks a significant move from documentation toward a more connected clinical workflow.

Why Workflow Support Matters

During a recent visit to Woodbridge FHT in Vaughan, our team spent time with a physician moving nonstop between exam rooms. Her challenge wasn’t the note, it was everything that came after.

The referrals to send. The labs to order. The follow-ups to remember. All the small but critical steps that pile up across a full day of patients. At one point, she asked a simple question:
“Can Tali just give me a list of what I need to do next?”

Not to automate her decisions, just to take the mental load off tracking them. It’s something we hear again and again across clinics. Clinicians don’t just need help documenting care. They need help keeping track of everything that follows.

Beyond the Note: AI-Generated Recommendations

Tali goes beyond recording the visit, to help you stay on top of what comes next. After an encounter, Tali surfaces suggested next steps based on what was discussed. That might include a referral, a lab, or a follow-up tied to the visit.

Nothing complicated. Just a quick way to see what might need to happen next, without digging back through your notes or relying on memory.

You’re still in control of every decision. Now you can move from the burden of remembering every "to-do" to simply verifying and moving care forward.

Building the Foundation for a Self-Driving Clinic

Task management is part of something bigger. It’s the layer that connects what happens during the visit with everything that needs to happen after.

Today, that means having a clearer way to stay on top of your own follow-ups. Seeing what needs to be done, without relying on memory or chasing it down later. Over time, this becomes more powerful.

Instead of tasks living in different places, or with different people, they stay connected to the encounter itself. Making it easier to track, share, and move work forward across the clinic. Less fragmentation. Less mental overhead. More continuity from visit to follow-through.

That’s the direction we’re building toward.

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Key Takeaways

• Clinical Impact: Tali is evolving from an AI scribe into a proactive clinical workflow platform.
• Reduced Cognitive Load: AI recommendations prevent important next steps from being forgotten during a busy shift.
• Workflow Continuity: Move seamlessly from note completion into follow-through without leaving your clinical workflow.

FAQ

How do the AI recommendations work?

Tali looks at your encounter and surfaces suggested next steps based on what was discussed. These are simple prompts, like a referral, lab, or follow-up, to help you quickly see what might need to happen next.

How does this improve clinic operations?

It gives you a quick way to move from finishing your note to handling follow-ups, without needing to remember everything or dig back through your documentation.

How do I get early access?

We are rolling this out via a waitlist to gather feedback from our user community. You can sign up here to help shape the future of this workflow assistant.

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