Start with a built-in template for your specialty and customize it to match exactly how you document. Tali's template library covers primary care, specialist consultations, mental health, allied health, and more, with Template Assistant letting you refine any of them in plain language until every note feels like yours.
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Use Tali to document patient visits, customize your note templates, and keep more of your clinical day moving in one place.
Most clinicians edit the same things over and over. The same structural tweak, the same wording preference, the same formatting change, every single note.
Template Assistant ends that cycle. Describe the change you want in plain language and Tali updates the template for every future note. Fix it once, itβs right everytime.
You might say:
Template Assistant updates the template and shows you a live preview immediately.
Why it matters: Every change you make compounds. One tweak today means every note from here on sounds more like you.
Every change in Template Assistant updates a live note preview in real time. You see the output before you commit to saving, so there are no surprises the next time you generate a note.
If the result is not right yet, keep refining. Ask for a different tone, less detail, a structural adjustment. When the preview looks the way you want, you save.
Why it matters: You are never guessing how a change will land. You see it first.
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Template Assistant is not just for SOAP notes. It supports the full range of documentation you generate from an encounter, including Consult Letters, Referral Letters, Consult Letter Detailed, and Patient Summaries.
The same plain-language customization experience works across all of them.
Why it matters: The notes that go to other clinicians and patients matter just as much as the ones that stay in the chart. Now you can shape all of them.
Tali comes with a built-in library of clinical templates covering primary care, specialist consultations, mental health, addictions, allied health, pediatrics, prenatal care, and more. Start generating structured notes from your very first encounter, no setup required.
Select a single template or run up to four simultaneously to generate multiple note versions at once.
Primary care SOAP Note, SOAP Multiple Issues, SOAP Merged A&P, Comprehensive SOAP
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βSpecialist and referral Consult, Consult Letter Detailed, Referral Letter, Psychiatry Consult Letter
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βMental health and addictions Mental Health Progress Note, Addiction Note, Psychiatry Intake Note (Child and Youth)
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βAllied health and social care Physical Therapy SOAP, Social Workers Notes
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βPediatrics and maternal health Pediatrics (Well Child, Follow Up, General Consult), Prenatal
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βPatient-facing and administrative Patient Summary, Sick Note, Collateral Information, Group Case Meeting, Group Clinic-Wide Meeting
Why it matters: Whether you are a family physician, a psychiatrist, a physiotherapist, or a social worker, there is a template that fits how you work, ready on day one.
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Templates created and customized in Tali sync automatically across Tali, no matter the platform. Whether you are on the web app, Chrome extension, Desktop, or mobile, your preferred note structure is available wherever you see patients.
Why it matters: You set it up once and it follows you across every platform you use.
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Start a free trial and customize your first template in minutes.
Once I set up my templates the way I like them, the notes barely need editing. It actually sounds like me.
Template Assistant is the thing I did not know I needed. I just described what I wanted and it updated the preview right away. Took two minutes.
I pasted in my old custom instructions and it migrated everything automatically. Did not lose anything.
Having a psychiatric consult letter template already built in saved me hours of setup on day one.
Start with a template built for your specialty and customize it to sound exactly like you.
No manual editing. No starting from scratch.
Tali uses your encounter to pre-fill structured forms automatically, from disability certificates to insurance documentation.
Tali helps you identify the appropriate billing codes from your encounter, reducing missed revenue and manual lookups.Β
Tali surfaces follow-up actions after every encounter, so nothing gets missed and care keeps moving forward.
Experience the future of healthcare documentation with Tali's AI-powered solutions.
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