RE: (Patient Full Name)

(Provide the patient’s full name; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

DOB: (Patient Date of Birth)

(Provide the patient’s date of birth in MM/DD/YYYY format; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

"This is a letter of medical necessity for continuance of (Medication Name) with a request for (Type of Request)."

(Replace “Medication Name” with the specific medication and “Type of Request” with the specific requested action—e.g., cost reduction, tier exception—only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Medical Justification:

(Using paragraph format, describe:

- Relevant medical history

- Diagnoses

- Symptom burden

- Past treatments attempted and patient response

- Rationale for the requested medication

- Clinical effectiveness or outcomes

- Any referenced labs, diagnostics, or objective measures

Only include details explicitly mentioned in the transcription; otherwise print 'N/A'.)

Summary of Request and Rationale:

(Using paragraph format, clearly summarize:

- The specific request (e.g., continued coverage, cost reduction, tier exception)

- Why the medication is medically necessary

- How it supports disease control, prevents progression, or improves quality of life

- Any risks associated with discontinuation, if mentioned

Only include details explicitly mentioned in the transcription; otherwise print 'N/A'.)

"Should you have any questions or concerns in the patient's need for ongoing medical management with the use of (Medication Name), please do not hesitate to contact us at your earliest convenience at the number below."

(Replace “Medication Name” with the specific medication; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

"Sincerely yours,"

"Name 1"

(Always include.)

"Name 2"

(Always include.)

(Enter the current date in MM/DD/YYYY format; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Referring Provider Name]

(Enter the referring provider's full name; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Referring Provider Title]

(Enter the referring provider's professional title; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Referring Provider Organization]

(Enter the referring provider's organization name; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Referring Provider Address]

(Enter the referring provider's full mailing address; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Referring Provider Phone Number]

(Enter the referring provider's phone number; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Referring Provider Email]

(Enter the referring provider's email address; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Recipient Name/Specialty]

(Enter the recipient physician's name or specialty; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Recipient Organization]

(Enter the recipient organization name; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Recipient Address]

(Enter the recipient's full mailing address; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Subject: Referral for [Patient Full Name], DOB: [Patient Date of Birth]

(Enter the patient’s full name and date of birth in MM/DD/YYYY format; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Dear Dr./[Recipient Name],

(Enter the recipient's formal title and last name; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Reason for referral:

(In paragraph form, describe the primary reason for this referral, including the presenting concern, symptoms, or specific question for the specialist; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Brief medical history:

(Using hyphens (-) as bullets, summarize the relevant medical history:

- Chronic conditions

- Previous hospitalizations or illnesses

- Relevant procedures or treatments

- Current medications

Only include items explicitly mentioned in the transcription; otherwise print 'N/A'.)

Pertinent studies/labs:

(Using hyphens (-) as bullets, list diagnostic tests, imaging, laboratory results, or other supporting findings, including dates if available. Only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Assessment:

(In paragraph form, summarize the current clinical assessment, including diagnoses, working impressions, and any relevant findings. Only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Plan:

(In paragraph form, summarize the current management plan and the purpose of this referral, including specific questions for the specialist or recommended next steps. Only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

"Thank you for your attention to this patient. We look forward to your recommendations."

Sincerely,

[Referring Provider Name]

(Enter the referring provider's full name; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

[Referring Provider Title]

(Enter the referring provider's professional title; only if explicitly mentioned in the transcription, otherwise print 'N/A'.)

Patient / Encounter Information
(Document patient name, DOB, age, sex, facility, encounter type, date, provider, PRN. If not explicitly mentioned, print "N/A")

SUBJECTIVE

KNOWN HISTORY OF:
(Always list all categories below using hyphen bullets. If not mentioned, write "N/A" beside each.)

• CAD:

• HTN / LVH:

• Dyslipidemia:

• Dysrhythmia:

• Valvular Heart Disease:

• HF EF % (include systolic/diastolic dysfunction + EF%):

• Anticoagulation / Antiplatelet (drug, indication, INR goal if relevant):

• Device Management (type, manufacturer, home monitoring status):

• OSA (Yes/No; CPAP/BiPAP use, O₂ therapy, reasons if non-compliant):

• Recent Hospitalization (admission date, diagnosis, facility):

• Other Comorbidities / Secondary Causes:

HISTORY OF PRESENT ILLNESS (HPI):
(Write in full paragraph format. Include all details mentioned; if not mentioned, write "N/A.")
Structure for AI output:

• Start with patient demographics and reason for visit.

• Summarize relevant PMH.

• Describe current symptoms, course, exacerbating/relieving factors, functional capacity, and associated concerns.

• Include any diagnostic updates discussed today.

• Conclude with plan or next steps discussed.

Example of what "good" looks like:
"Patient is a [age]-year-old patient presenting today to review repeat stress test. Known history of coronary disease s/p multiple PCI/stents to the LCX, OM, distal RCA, and LAD (most recent [date]), sinus bradycardia, SA nodal dysfunction, ascending aortic enlargement at 4.1 cm, hypertension, and hyperlipidemia. At the previous visit reported exertional angina, shortness of breath, and fatigue, which remain ongoing. After review of recent studies and in light of persistent symptoms, we advised proceeding with urgent cardiac catheterization. They are agreeable to the plan."

REVIEW OF SYSTEMS (ROS):
(Always include full list below. If not mentioned, keep the default text.)

• General: DENIES ALL: fatigue, weakness, activity intolerance, weight gain, weight loss, fever, night sweats, chills

• HEENT: DENIES ALL: hearing loss, vision change, jaw pain, neck pain

• Cardiac: DENIES ALL: chest pain, chest pressure, angina (exertion/rest/nocturnal), palpitations, lower extremity edema

• Respiratory: DENIES ALL: SOB/DOE, PND, orthopnea, cough, hemoptysis, wheezing, sputum

• GI: DENIES ALL: nausea, vomiting, heartburn, abdominal pain, hematemesis, melena, diarrhea, constipation

• GU: DENIES ALL: hematuria, dysuria, polyuria, nocturia, incontinence

• Endocrine: DENIES ALL: heat/cold intolerance, excessive thirst/urination, hair loss

• Neuro: DENIES ALL: dizziness, weakness, syncope, numbness/tingling, vertigo, tremors

• Heme/Onc: DENIES ALL: bleeding, bruising, blood clots, DVT, PE

• Vascular: DENIES ALL: aneurysm, calf/leg pain with exertion, nocturnal leg pain

• Skin: DENIES ALL: rash, lesions, bruising, jaundice, itching

• MSK: DENIES ALL: joint pain/swelling, myalgia

• Other: (document only if mentioned; otherwise "N/A")

OBJECTIVE

PHYSICAL EXAM:
(Use hyphen bullets. If a finding is not explicitly mentioned in transcript, write "N/A.")

• General:

• HEENT: NC/AT, pupils equal

• Neck: No JVD, supple

• Chest/Lungs: Clear A/P = A/E. No RRW or diminished

• Heart (S1, S2, murmurs, gallops, rubs, rhythm):

• Abdomen: BSP×4, soft, non-tender

• Neuro: AAOx3; no focal deficits; speech/thoughts appropriate for age

• Extremities: No cyanosis or edema

• Skin: Warm, dry; no rashes, no jaundice, no bruising

• ADLs: Independent with ADLs

• Exercise habits:

ASSESSMENT

DIAGNOSTIC REPORTS REVIEWED
(Always include categories below. If not mentioned, write "N/A".)

• Labs:

• ECG:

• Echocardiogram:

• Stress Test:

• Holter:

• Device Check:

• Carotid Studies:

• TCD:

• Abdominal US:

• Other diagnostics:

DIAGNOSES / PROBLEM LIST
(List cardiovascular conditions first. Include status updates. If not mentioned, write "N/A.")

PLAN

PLAN / ORDERS
(Always include every category below. Use "N/A" when not mentioned.)

• Labs: Refer to written lab request / order given today (or "N/A")

• ECG:

• CUS (Carotid Ultrasound):

• TCD:

• Holter Monitor:

• MCOT:

• Echocardiogram:

• Echo with AV/VV Optimization:

• Stress Test MPI: Exercise or Adenosine (include reason if unable to exercise)

• Blood Pressure / Rate: Monitor at home; keep log; bring to next visit. Goal <140/80

• Activity: As tolerated

• Medications: New start: ___ // Continue: ___ // Discontinue: ___ // If none: "N/A"

• Referral: (specialty, provider, reason; otherwise "N/A")

• Follow-Up: (Insert number of weeks/months. Example: "6 months and as needed.")

• Device Follow-Up: As per remote monitoring schedule // Next clinic due: ___

PATIENT INSTRUCTIONS
(Always include; fill "N/A" if a detail cannot be completed. Remove SBE prophylaxis if not applicable.)

SEE PATIENT INSTRUCTION SHEET FOR INSTRUCTIONS AND ORDERS

• Instruction on RBO / Plan of Care, Disease Management, Clinical Guidelines, and Planned Follow-Up

• Medication Education: purpose, monitoring requirements, follow-up

• CRF Reduction: Dyslipidemia, Hypertension, Exercise, Diet/BMI, Smoking Cessation

• Anticoagulation / Antiplatelet therapy: reviewed; instructed on bleeds and precautions

• HF Risk Factors: assessed and discussed

• AF Risk Factors: assessed and discussed

• SBE Prophylaxis: (include only if patient-specific; otherwise remove)

ATTESTATION
This clinical documentation was generated using AI-assisted dictation and scribing tools under the supervision of the attending provider, who has reviewed and verified its accuracy.

Watch the full discussion featuring:

• Dr. Sheny Khera, Teaching Professor, University of Alberta

• Dr. Keith Thompson, Adjunct Professor, Western University

• Dr. Jobin Varughese, President, Ontario College of Family Physicians

• Moderated by Mahshid Yassaei, Co-Founder & CEO, Tali AI

What you’ll learn:

• How medical schools and training programs are evaluating and piloting AI scribes

• The readiness factors that matter most: policy, infrastructure, ethics, and faculty engagement

• The foundational skills tomorrow’s clinicians will need

• Opportunities for collaboration between academia, healthcare organisations, and industry

• How AI tools like Tali can support clinical training without disrupting learning

Clinicians have been asking for a faster, more reliable way to complete paperwork. This new feature lets you generate completed government and insurance forms directly from your encounter, using the information already captured in Tali.

What you can do today:

• Complete common forms faster using encounter data

• Add extra details through voice or text

• Review and download securely from the web app

• Work with a library that includes the most-used forms across British Columbia, Ontario, Alberta, and key federal programs

We are continuing to expand the form library, and your feedback will determine what comes next.
If there are forms your clinic uses often, please share them here or  below so we can prioritise them.

You can try Form Filling now in the web app.

The template prompt we used was: Create a template where the headings are the medical issues mentioned. Under each heading, put sub-headings for subjective, objective, assessment, and plan.

And our resulting template is:

[MEDICAL ISSUE 1]:

- Subjective:

(In paragraph format, describe the patient's chief complaint, history of present illness, relevant past medical history, social history, and family history as reported by the patient or their representative; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

- Objective:

(Using hyphen (-) bullet points, list relevant physical exam findings, vital signs, and results from diagnostic tests (e.g., labs, imaging) that are measurable and observable; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

- Assessment:

(In paragraph format, provide a summary of the patient's condition, including a differential diagnosis or a confirmed diagnosis based on the subjective and objective findings; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

- Plan:

(Using hyphen (-) bullet points, outline the proposed course of action, including medications, treatments, referrals, patient education, and follow-up instructions; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

[MEDICAL ISSUE 2]:

- Subjective:

(In paragraph format, describe the patient's chief complaint, history of present illness, relevant past medical history, social history, and family history as reported by the patient or their representative; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

- Objective:

(Using hyphen (-) bullet points, list relevant physical exam findings, vital signs, and results from diagnostic tests (e.g., labs, imaging) that are measurable and observable; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

- Assessment:

(In paragraph format, provide a summary of the patient's condition, including a differential diagnosis or a confirmed diagnosis based on the subjective and objective findings; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

- Plan:

(Using hyphen (-) bullet points, outline the proposed course of action, including medications, treatments, referrals, patient education, and follow-up instructions; only if they have been explicitly mentioned in the transcription, otherwise print 'N/A'.)

Now, Tali can learn directly from you.

We’re excited to introduce Personal Dictionary, a new feature that lets you teach Tali the words that matter most. From your patients’ names to your clinic’s spelling. Once added, Tali begins learning these words as part of your personal vocabulary, improving transcription accuracy over time.

You’ll find Personal Dictionary in your Settings in the web app. From there, you can:

• Add a custom word or name (for example, “Dr. Dzitkewich”)

• Optionally record a short sample of how you say it

• Save it to your list

Tali will use your custom vocabulary to recognise and transcribe those words more accurately in future encounters.

Personal Dictionary is available to all Tali users in English through the web app, and once set up, your custom terms follow you everywhere you use Tali, including the Chrome extension, desktop, and mobile apps.

👉 Try it now

Built for real-world care. Because healthcare isn’t one-size-fits-all, and neither is how you speak.

Our latest update is all about giving you what matters most:

• Smarter transcription that works quietly in the background

• Improved voice detection, so background chatter stays out of your notes

• Better accuracy across the board

• A calmer, cleaner interface to help you stay in the flow with your patient

Quiet notes? No problem. 

Add non-verbal notes during your encounter, from mental status observations to key visit details or pre-visit notes, all without interrupting your flow. The new Additional Context field makes silent documentation simple.

Worried about losing something mid-visit? We’ve got you. 

Your notes are now saved gradually as you speak behind the scenes, dramatically reducing the chance of losing anything, even if something unexpected happens mid-visit.

Always Know You’re Recording

No more second-guessing. An easy visual way to ensure your recording is consistently active. A clean new animation confirms Tali is working, so you can stay focused on your patient without second-guessing.

Less Clutter, More Care: Why Simplicity Matters

We’ve cleaned up your interface with one simple goal: helping you stay focused on your patient. You will no longer see a live transcription of your conversation with the patient. Instead, a subtle animation confirms your recording is in progress. If you need to view the transcript, just click the “Transcribing” button.

This smarter transcription feels live, but with higher accuracy and less distraction.

Looking Ahead

We’re not done yet! We’re expanding language support across all platforms, and very soon, we’ll be launching over 20+ new languages. This expansion is part of our ongoing commitment to support diverse patient populations and help clinicians provide care in the languages their patients speak.

We’re also preparing to launch a Personal Dictionary that will let you teach Tali the exact medical terms and pronunciations you use most often. That means fewer edits, better accuracy, and smarter support for the way you practice. Whether it’s drug names, uncommon conditions, or just the way you say things, Tali will learn it, directly from you.

Have thoughts or questions? Drop them below ⬇️

Your feedback makes Tali better for everyone!!

If you're wondering what this means for you, join us for a live Q&A with our expert panel!

We'll cover:
✔️ Who’s eligible and how to apply
✔️ What’s included in the funding
✔️ How Tali works with your EMR
✔️ What onboarding looks like + tips from real clinicians using Tali

🗓 Wednesday, June 11
🕗 8–9 PM ET
👉 Save your spot

💡Already have a Tali plan? No worries, if you are approved for the Infoway funding, we’ll freeze your existing Tali plan for the duration of the 12-month program. Your plan will automatically resume once the funding ends with no worries, no fuss, and no effort on your part.

Let’s make the most of this opportunity together!

Curious about the AI Scribe Program? We’ve got answers!

Did you know that Tali is a pre-qualified vendor for Canada Health Infoway’s national AI Scribe Program, which means eligible primary care clinicians can get a fully funded one-year Tali license through this initiative. 🎉

If you're wondering what this means for you, join us for a live Q&A with our expert panel!

We'll cover:
✔️ Who’s eligible and how to apply
✔️ What’s included in the funding
✔️ How Tali works with your EMR
✔️ What onboarding looks like + tips from real clinicians using Tali

🗓 Wednesday, June 11
🕗 8–9 PM ET
👉 Save your spot

💡Already have a Tali plan? No worries, if you are approved for the Infoway funding, we’ll freeze your existing Tali plan for the duration of the 12-month program. Your plan will automatically resume once the funding ends with no worries, no fuss, and no effort on your part.

Let’s make the most of this opportunity together!