What’s New in Tali: New AI Engine, Connected Patients, Patient Filters, and Template Sharing

‍TL;DR

This week’s update is focused on improving note quality, keeping patient information connected across workflows, and making documentation easier to standardize across your clinic.

Tali’s new AI engine is now available, delivering at least 20% higher note quality to help reduce the time clinicians spend editing their notes.

You can now connect and manage patients in Tali. Patients can be added manually, connected to appointments and encounters, or captured automatically from supported EMR integrations. Once saved, patient details can be reused across workflows like Medical Search and Call a Patient.

You can also now filter encounters by patient in your History tab, making it easier to quickly find previous notes and encounters for a specific patient.

Template Sharing is now available for admins. Admins can share note and letter templates with the whole organization in one click, so everyone documents from the same up-to-date standard.

Missed last week’s update? Read it here.

This Week

This week, we are releasing updates that help Tali feel more personalized, connected, and consistent across your clinical workflow.

At the centre of this release is our new AI engine, designed to improve note quality and reduce the number of edits needed after each encounter. We are also making it easier to connect patient information to encounters, find previous patient notes, and standardize templates across a whole clinic or organization.

New AI Engine for Higher Note Quality

Tali’s new AI engine is now available and can deliver at least 20% higher note quality.

That means your generated notes should start closer to what you need, with fewer edits required before they are ready for your EMR.

Better note quality is not only about the model. It also depends on how Tali hears the encounter, how you edit your notes, and how personalized your templates and terminology are.

For the best results, we recommend editing your notes directly in Tali before copying them into your EMR. This gives Adaptive Memory the information it needs to learn from your edits and suggest improvements to your templates or Personal Dictionary over time.

We have also added tools like macros, stamps, and rich text formatting to make in-Tali editing faster and easier.

Want to improve note quality even further? Read Hesam’s tips for getting better notes in Tali.

Connect and Manage Patients in Tali

You can now connect patients to encounters and appointments in Tali.

Patients can be added manually, selected from saved patient records, or captured automatically when launching Tali from supported EMR integrations. Once a patient is saved, their information can be reused across future workflows.

Saved patient details can include:

• Personal health number
• First and last name
• Birth date
• Sex
• Cell phone number
• Landline number

Connecting a patient is optional. You can still start an encounter without selecting one, but connecting a patient helps keep their information available where it is needed.

You can connect a patient when starting a new encounter, add a patient to an appointment, or attach a patient to a past encounter from the History tab.

This helps reduce repeated data entry and keeps patient context available across Tali.

Learn more

Patient-Aware Workflows

Once a patient is connected, Tali can reuse saved patient information in other workflows.

In Medical Search, available details like age and sex can help Tali provide more relevant answers for the patient in front of you.

In Call a Patient, saved phone numbers can be automatically populated when you open the calling workflow. You can review or change the number before placing the call.

When Tali is launched from a supported TELUS Health EMR, available patient context can be connected to the encounter automatically and saved for future use.

Learn more

Filter Encounters by Patient

You can now filter your History tab by patient.

This makes it easier to find past encounters and notes for a specific patient without scrolling through your full encounter history.

Patient filtering works alongside the existing History filters, including:

• Date range
• Label
• Template

You can use one filter on its own or combine filters to narrow your results further. For example, you can search for one patient’s encounters from the last 30 days, or find encounters for a specific patient that used a particular template.

Each active filter appears as a removable pill, so you can quickly adjust or clear filters as needed.

Learn more

Share Templates With Your Organization

Admins can now share note and letter templates with their entire organization in one click.

Keeping documentation consistent across a team used to mean copying templates, emailing files, or asking clinicians to update their own versions manually. With Template Sharing, admins can create a template once and share it across the organization instantly.

This helps clinics standardize documentation without creating extra admin work.

Shared templates give your team:

• Consistency by default: every clinician can document from the same standard template, from SOAP notes to referral letters.
• Always-current templates: when an admin updates a shared template, the change is reflected for everyone.
• Less onboarding friction: new clinicians can see shared organization templates as soon as they log in.
• Admin control: shared templates are read-only for clinicians. Admins can update, stop sharing, or delete shared templates anytime.

Clinicians can still create and use their own personal templates, and they can set a shared template as their personal default if they use it often.

Learn more

Quick Tip: Edit Notes Directly in Tali

If you want Tali to learn your preferences over time, edit your notes in Tali before copying them into your EMR.

Adaptive Memory looks for patterns in your edits and can suggest improvements to your templates or Personal Dictionary. The more consistently you edit in Tali, the better Tali can understand your preferred wording, structure, formatting, and terminology.

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

Read Hesam’s note quality tips.

Key Takeaways

• Tali’s new AI engine is now available and can deliver at least 20% higher note quality.
• Editing notes directly in Tali helps Adaptive Memory learn from your changes and suggest future improvements.
• You can now connect patients to encounters and appointments in Tali.
• Saved patient information can be reused across workflows like Medical Search and Call a Patient.
• You can now filter History by patient to quickly find past encounters and notes for a specific patient.
• Admins can now share note and letter templates with the entire organization in one click.
• Shared templates help standardize documentation while keeping admins in control of updates.

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