What’s New in Tali: Clinic Calling Numbers, Patient Phone Autofill, and Macros

TL;DR

This week’s update is focused on making patient communication and follow-up workflows easier to manage across your clinic.

Clinic Calling Numbers are now available. Clinic admins can verify one consistent phone number for patient calls, so patients see a recognizable number when anyone from the clinic calls through Tali.

Tali can also now automatically fill patient phone numbers in Call a Patient when launched from a supported EMR. If the patient’s phone number is available through the EMR, Tali retrieves and saves it with the patient’s information, then fills it in when you open Call a Patient.

Macros are now easier to create from the note editor. Highlight text, save it as a reusable macro, and add a typed or voice trigger for faster edits next time.

And as we close out Q2, we’d love your input on what we build next. Take our 2-minute survey and help shape Tali’s Q3 roadmap.

Missed last week’s update? Read it here.

This Week

2026 Q2 is officially in the books, and we’re already planning what comes next.

Tali is shaped by the clinicians and clinic teams who use it every day. Your feedback helps us understand what is working, what is getting in the way, and what would make the biggest difference in your daily workflow.

If you have two minutes, we’d love to hear from you.

Take the 2-minute survey

This week’s release also includes updates designed to make patient communication feel more consistent, connected, and easier to manage, especially for clinics using Call a Patient and patient-aware workflows inside Tali.

Set Up a Clinic Calling Number

Your clinic can now verify one shared calling number for patient calls through Tali.

The clinic calling number is the number patients see when anyone in your clinic calls them using Tali. Once verified by a clinic admin, it becomes the default calling number for everyone in the clinic.

This helps patients recognize that the call is coming from your clinic, which can make calls feel more familiar and easier to answer.

Tali uses a flexible model. The clinic calling number becomes the shared default, but each clinician can still choose to call from their own verified number or from Tali’s default Care Provider number.

To enable clinic-wide calling number setup, ask your clinic admin to send a request to product@tali.ai with the subject line:

Clinic Calling Number Admin Request

Once enabled, admins can verify the clinic number from Settings > Caller ID.

Learn more

Automatically Fill Patient Phone Numbers When Calling

Call patients with less manual entry.

When you launch Tali from a supported EMR, the patient’s phone number can be retrieved with their patient context and automatically filled in when you use Call a Patient.

Phone-number retrieval is currently available for:

• PS Suite
• CHR
• Med Access
• Medesync

When you launch an encounter from a supported EMR, Tali connects the patient context to the encounter. If a phone number is available in the EMR, Tali retrieves and saves it with the patient’s information.

Then, when you open Call a Patient, the saved number is automatically filled in. You can review the number before placing the call.

If Tali does not receive a phone number from the EMR, you can enter one before placing the call. The number will be saved with the patient’s information and automatically filled in the next time you call that patient.

Learn more

Create Macros Directly From Your Note

Macros are now easier to create while you’re already editing.

You can highlight text in a note and turn it into a reusable macro without leaving the editor. Add a typed shorthand, enable a voice trigger, and reuse common phrases, clinical findings, instructions, or other frequently used text faster in future notes.

When editing a generated note, type / to view your available macros, or use the voice trigger while dictating your edits.

Learn more

Quick Tip: Edit Notes Directly in Tali

The more you edit in Tali, the more Adaptive Memory can learn your style.

Adaptive Memory looks for patterns in your wording, formatting, and go-to terms, then suggests improvements to your templates or Personal Dictionary so future notes start closer to how you would write them.

You stay in control. Nothing changes unless you choose to apply it.

See Adaptive Memory in action

If you have feedback, feature requests, or ideas, reach out at product@tali.ai. Those conversations genuinely shape what we build next.

Key Takeaways

• Clinic admins can now verify one shared clinic calling number for patient calls through Tali.
• The clinic calling number becomes the default for everyone in the clinic, while clinicians can still choose their own verified number or Tali’s default number.
• Tali can now retrieve patient phone numbers from supported EMRs and automatically fill them in when using Call a Patient.
• Phone-number retrieval is currently available for PS Suite, CHR, Med Access, and Medesync.
• If no phone number is received from the EMR, clinicians can enter one manually, and Tali will save it for the next call.
• Macros can now be created directly from selected note text, with typed or voice triggers for faster reuse.
• We’re planning what comes next for Q3, and your feedback can help shape the roadmap.