What’s New in Tali This Week: AI Task Management, Model Upgrade, and More

TL;DR

TL;DR
This week’s update focuses on what happens during and after the visit. From AI Task Management to Call From Tali, new model options, direct billing submission, and Québec smart forms, we’re making it easier to move from documentation to action without breaking your workflow.

Missed last week’s update? Read it here.

This Week

This week’s update is focused on what happens after the note.

From Notes to Next Steps

A few weeks ago, Steph and the team visited a family health team in Vaughan, Ontario as part of our Tali Clinic Success Program.

One of the clinicians we met was moving nonstop between exam rooms. Her challenge wasn’t the note, it was everything that came after.

Referrals. Labs. Follow-ups. All the small but critical steps that build up across the day.

At one point, she asked: “Can Tali just give me a list of what I need to do next?”

This week, we’re introducing an early version of exactly that.

AI Task Management - Early Access!

Tali can now surface suggested next steps after an encounter, based on what was discussed.

That might include a referral, a lab, or a follow-up tied to the visit.

Nothing complicated. Just a quick way to see what might need to happen next, without digging back through your notes or relying on memory.

You’re still in control of every decision. Tali simply helps bring the next steps forward so you can move from finishing the note to moving care forward.

Join the waitlist for early access

Choose Your Note Speed With Model Upgrade

We’ve introduced a new way to control how your notes are generated.

You can now choose between:

• Faster for quicker note generation with good accuracy
• Smarter for more detailed, higher-accuracy notes

Move quickly when things are busy, or take a few extra seconds when you want more detail.

Call From Tali

One of the biggest sources of friction we hear about is patient calls. Switching between phones, apps, and your EMR while trying to document an encounter slows everything down and breaks your workflow.

Call From Tali allows you to call patients directly from Tali using your clinic number, or a private caller ID when needed.

This keeps your communication and documentation in one place, so you can stay focused on the patient instead of managing multiple tools.

This feature is currently in beta, and early users are already seeing the impact.

Join the waitlist

New Smart Forms for Québec

We’ve added five new Québec-specific smart forms to better support provincial workflows.

This includes forms such as:

• Permis de conduire
• CNESST / sécurité du travail
• and more

These forms are designed to reduce manual entry and make it easier to complete required documentation within your existing workflow.

See all the forms available with Tali

More Improvements Across the Platform

We’ve also made a number of smaller updates:

• FHO+ tracking
  You can now track time-based billing hours directly in Tali
  Join the waitlist
• OHIP billing support (Early Access)
  Streamline billing with real-time submission and patient history cross-referencing
  Join the waitlist

What’s Next

We’ll continue shipping improvements to accuracy, performance, and workflow support over the coming weeks.

If you have feedback or ideas, so reach out to us. We read every message.

Key Takeaways

• A new way to stay on top of follow-ups with AI Task Management
• Call patients directly from Tali with Call From Tali (beta)
• More control over note speed and level of detail
• Submit recommended billing codes directly to OHIP (early access)‍
• New Québec smart forms to support provincial workflows