New Templates for Clinical and Administrative Workflows

Different clinical and administrative scenarios call for different kinds of documentation. That’s why we’re continuing to expand Tali’s template library with new options designed to help clinicians and care teams generate notes that are more structured, more relevant, and better suited to the work at hand.

Our latest templates support a broader range of workflows, from patient care and prenatal visits to team meetings and administrative documentation. The goal is simple: help you spend less time reshaping notes and more time focusing on patients, collaboration, and follow-through.

What’s New

Group Case Meeting (Clinical)

Designed for clinical group discussions about a patient case, helping capture key discussion points, clinical considerations, and next steps in a more organized format.

Group Clinic-Wide Meeting (Administrative)

Built for non-clinical team meetings, making it easier to document operational discussions, updates, decisions, and action items across the clinic.

Collateral Information

Ideal for situations where information is being gathered from a family member, caregiver, or other third party, helping structure notes around externally provided context.

Prenatal

Tailored for prenatal visits, supporting documentation that is better matched to the needs and flow of prenatal care.

Sick Note

Designed to help clinicians quickly generate documentation for work, school, or other absence-related needs in a clear and efficient format.

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Supporting Both Clinical and Operational Workflows

This update also expands Tali’s support beyond the traditional patient encounter note.

With templates like Group Case Meeting (Clinical) and Group Clinic-Wide Meeting (Administrative), Tali can better support the collaborative and operational conversations that keep clinics running smoothly. And with templates like Collateral Information, Prenatal, and Sick Note, clinicians have more options for documentation that matches the specific context of care.

The result is a template library that is more flexible, more practical, and better aligned with the range of documentation needs that show up in real clinical settings.

Try Them in Tali

These templates are now available and ready to use.

Learn how to use them here.

We’ll continue expanding and improving the template library to better support the way clinics actually work.

If you have feedback or ideas for new templates, we’d love to hear from you at help@tali.ai