Your Encounter History, Organized the Way You Actually Work

Finding a past encounter should take seconds, not a scroll through an undifferentiated list. Tali's updated History tab gives you a table view, sorting, filtering, grouping, and custom labels, so your past encounters are organized around your workflow, not just your memory of when something happened.

What Is New in Encounter History

The History tab in Tali now includes:

• A table view that lets you scan encounter details at a glance
• Sort by Newest or Oldest first
• Filter and group encounters by label, date, or template
• Custom labels you can create and apply to any encounter
• The ability to copy notes directly from History without opening each encounter

These changes are available on Web, Desktop, and Chrome Extension.

How to Use Encounter Labels

Labels let you organize related encounters and find them quickly by the categories that matter to your workflow. A clinic location, a visit type, a follow-up status, or any other grouping you find useful can become a label.

A label appears as a coloured dot and name next to the encounter title in History.

Creating a label from Settings:

1. Go to Settings > Account > Labels
2. Select New label
3. Choose a colour
4. Enter a label name and optional description
5. Select Create

The label is now available to apply to any encounter.

Adding a label to an encounter:

1. Open the History tab
2. On the encounter, select the label indicator next to the encounter title
3. Search or scroll to find your label
4. Select it to apply

Labels save automatically. You can apply multiple labels to the same encounter. When several labels are applied, the first appears alongside a +N indicator. Select the indicator to view all labels on that encounter.

Creating a label directly from an encounter:

If you need a label that does not exist yet, you can create it on the spot without going to Settings:

1. Open the label picker on the encounter
2. Type the name of the new label
3. Select Create "label name"

The label is created, applied immediately, and added to your label list for future use.

Removing a label from an encounter:

Open the label picker and select the applied label to turn it off. Removing a label from an encounter does not delete the label. It remains available for other encounters.

How to Filter and Group by Label

Filtering:

1. Open the History tab
2. Select Filter in the toolbar
3. Choose Label and select one or more labels

History updates to show only matching encounters. You can combine label filters with date and template filters to narrow results further.

Grouping:

1. Open the History tab
2. Select Display options in the toolbar
3. Under Grouping, select Label

Encounters are organized under their label headings. Encounters without a label appear in a separate group.

Practical Ways to Use Labels

Labels work best when they reflect the categories that already exist in your workflow. A few ways clinicians are using them:

• By clinic location for multi-site practices, so encounters from each location are easy to separate
• By visit type such as annual physicals, urgent care visits, or phone encounters, to track patterns across similar appointments
• By follow-up status to flag encounters where something still needs to be done
• By patient type or complexity for clinicians managing chronic or high-needs populations

Start with one or two categories that create the most friction today. Labels do not need to be exhaustive to be useful.

Frequently Asked Questions

How do I find a past encounter in Tali? Open the History tab and use the table view to scan encounter details. Sort by Newest or Oldest, or use the Filter and Label options to narrow your results.

What are encounter labels in Tali? Labels are custom tags you create and apply to encounters in Tali's History tab. They appear as a coloured dot and name next to the encounter title and can be used to filter and group related visits.

Can I apply more than one label to an encounter? Yes. You can apply multiple labels to the same encounter. When several labels are applied, the first displays alongside a +N indicator showing the total count.

Does removing a label delete it? No. Removing a label from an encounter only removes it from that encounter. The label remains available in your label list and can be applied to other encounters at any time.

Can I copy a note directly from History without opening it? Yes. The updated History tab lets you copy notes directly from the encounter row without opening the full encounter.

What is the table view in Tali History? The table view is a display option in the History tab that shows encounter details in a structured, scannable format. It makes it easier to assess multiple encounters at a glance compared to the list view.