Tali Appointments: Connecting Pre-Visit Prep to Documentation With Appointments

Preparing for a patient visit often requires as much mental effort as the encounter itself. Clinicians spend valuable time reviewing histories and organizing context in disconnected systems, adding to the daily administrative burden.

Tali is Canada’s AI platform for clinics, built to support workflows across the entire clinical day. Because documentation is only one part of providing care, we are introducing Appointments. This new feature unifies your schedule, your clinical context, and your encounter documentation into a single connected workflow.

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TL;DR

• The Problem: Clinical prep and documentation often live in siloed workflows, increasing context switching.
• The Solution: Appointments brings your schedule directly into Tali so you can attach prep notes before the visit begins.
• The Impact: Starting encounters from a pre-contextualized appointment improves AI documentation accuracy and lets clinicians focus entirely on the patient.
• The Vision: This is a vital step toward self-driving clinic operations that streamline the entire patient journey.

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Bridging the Gap Between Preparation and Care

In a typical clinic, the intelligence gathered before a visit rarely travels seamlessly into the clinical note. When the visit starts, clinicians have to recall or re-enter that context.

Appointments fundamentally changes this dynamic. By bringing your upcoming visits directly into Tali, you can attach relevant prep notes, visit reasons, and patient history to the appointment itself. Giving the AI platform this head start ensures the final generated note is highly accurate, structured correctly, and reflective of the complete clinical picture.

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How Appointments Streamlines Your Clinical Day

Appointments help you plan ahead by organizing visits and capturing context before the encounter begins.

• Organize Your Schedule: Appointments are grouped by date. You can quickly scan your upcoming workflow while keeping past visits easily accessible.
• Add Context Before the Visit: Create an appointment with the start time, date, and patient details. You can type or dictate notes, reminders, or patient concerns so they are ready before the encounter starts.
• Start the Encounter: Launch an AI Scribe encounter for an in-person visit or use Call a Patient for telehealth directly from the appointment row.
• Manage Appointments: Easily edit, delete, or click into past appointments to review connected documentation without switching tools.

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Read more about Appointments here.

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A Step Toward Self-Driving Clinic Operations

At Tali, we are building the foundation for self-driving clinic operations. In a self-driving clinic, administrative tasks are anticipated and handled by the underlying platform.

Appointments is a critical building block for this future. By moving schedule awareness and pre-visit context into the same platform that handles the encounter, we eliminate friction. This connectivity reduces manual transfer between interfaces, improves data integrity, and recovers capacity across the clinic.

To learn more about optimizing your clinic's workflows and rolling out connected AI solutions, download our guide on Mastering Implementation.

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FAQ

What is Appointments used for?

To organize upcoming visits and add relevant prep notes before the encounter starts.

What details do I need to add when creating an appointment?

The start time and date are required. Adding the patient and context is highly recommended for the best results.

What should I include in additional context?

You can include visit reasons, relevant patient history, reminders, or specific concerns.

Can I start a visit directly from an appointment?

Yes. You can launch an in-person or phone visit directly from the appointment row.

Can I edit or delete an appointment?

Yes. Each appointment can be easily edited or deleted from the main list.

How are appointments organized?

Appointments are grouped by date so you can easily review your daily schedule.

Can I access a past appointment?

Yes. Past appointments remain available in the tab so you can open the encounter page associated with previous visits.

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