What's New in Tali: Adaptive Memory, Smarter History, and More

TL;DR

This week's update is centered on personalization and making everyday workflows easier to move through.

Adaptive Memory is now live. Tali learns how you like your notes, your formatting, your wording, and your go-to terms, and offers to make those preferences the default over time. You stay in control throughout. Nothing changes unless you choose to apply it.

We're also shipping a new table view for encounter history, redial support for Call a Patient, multiple documents per template, custom encounter labels, macros for faster text entry, and a gradual rollout of RA report summaries inside Tali Billing.

Missed last week’s update? Read it here.

This Week

Every clinician documents a little differently. The way you phrase an assessment, structure a plan, or describe a follow-up reflects years of clinical experience and personal habit. Those differences matter, and they're worth preserving.

Adaptive Memory is Tali's first step toward a scribe that gets more accurate to you over time, not just accurate in general.

Alongside that, this week's update also addresses some of the smaller friction points that add up across a busy day: finding past encounters faster, continuing a dropped call without losing your note, and creating shortcuts for text you type all the time.

Introducing Adaptive Memory

Tali now learns the way you like your notes and offers to make those preferences the default.

As you edit notes inside Tali, Adaptive Memory identifies patterns in your formatting, wording, and go-to terms, then surfaces suggestions to update your templates or Personal Dictionary accordingly. Each note starts closer to how you'd write it, without requiring you to manually configure anything.

Adaptive Memory never changes your notes, templates, or Personal Dictionary automatically. Tali only suggests. Nothing applies unless you choose it.

Find out more

Adaptive Memory never changes your notes, templates, or Personal Dictionary automatically. Tali only suggests. Nothing applies unless you choose it.

Find out more

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History, Easier to Navigate

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History, Easier to Navigate

Encounter history now includes a table view that lets you scan encounter details at a glance, then filter, group, and sort to find what you need faster. You can also add labels and copy notes directly from History without opening each encounter individually.

This is especially useful when reviewing past notes between appointments or reconciling documentation at the end of the day.

Learn more

Call a Patient: Redial Without Losing Context

If a call is disconnected, you can now redial and continue. Tali captures all segments of the call within the same encounter and generates one complete note, so a dropped connection no longer means starting over or stitching notes together manually.

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More Documents, One Template

You can now create multiple documents of the same template type within a single encounter. This means generating multiple referral letters, for example, without duplicating the encounter or working around template limits.

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Organize Encounters with Labels

Custom labels let you filter, group, and find related encounters by clinic, visit type, follow-up status, or any category that fits your workflow. Labels apply directly in History and work alongside the new sort and filter controls.

Learn more

Macros

Create typed or spoken shortcuts that insert frequently used text while editing notes. Macros reduce repetitive typing and help keep your documentation moving, particularly for phrases, instructions, or clinical language you use across multiple encounter types.

Learn more

RA Summaries Inside Tali Billing

Tali Billing is beginning a gradual rollout of an interactive summary of your monthly RA report, available directly inside Tali. Stay on top of rejected claims and reconcile them quickly without switching between systems.

Set up Tali Billing

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

Key Takeaways

• Adaptive Memory surfaces suggestions to personalize your notes, templates, and Personal Dictionary based on how you already edit. Nothing changes unless you apply it.
• Encounter history now includes a table view with filtering, grouping, sorting, labels, and direct note copying.
• Call a Patient now supports redial, combining all call segments into one complete encounter note.
• Multiple documents of the same template type can now be created within a single encounter.
• Custom labels help organize and find encounters by any category that fits your workflow.
• Macros let you insert frequently used text with typed or spoken shortcuts.
• RA report summaries are rolling out inside Tali Billing.