--- title: Automations | Nextvisit description: Schedule AriaMD, or fire it on a clinical event. Seven triggers, four intelligence levels, workspace tools. url: "https://nextvisit.ai/automations" type: static generatedAt: "2026-09-21T03:13:59.430Z" --- Automations # AriaMD runs on a schedule or trigger. Write a prompt and pick when it runs. AriaMD uses the same chart tools it already has. [Start in minutes](https://nextvisit.app/register) [Book a demo](https://nextvisit.cal.com/ryan/demo) Schedule mode ### Run on a recurring clock Daily, weekday, weekly, or monthly. Default is daily at 09:00 in the workspace timezone. Event-based mode ### Run when something clinical happens Pick one or more of the seven workspace events. Each match fires the task once. Encounters ### Encounter Signed A provider signs an encounter and locks the note. Often paired with peer-review summaries or claim QA. Encounters ### Note Processed AriaMD finishes drafting a SOAP note from the recording. Useful for routing notes to supervisors before sign-off. Encounters ### Service Location Assigned A service location is added or changed on an encounter. Run telehealth versus in-person modifier checks. Encounters / Insurance ### Billing Code Assigned A CPT or ICD-10 code is applied or accepted on an encounter. Trigger pre-submission audits or denial-risk scoring. Files ### Document OCR Complete OCR processing finishes on an uploaded document. Summarize new intake forms or external records. Fax ### Fax Received An inbound fax lands in the workspace. Classify, route to a patient, or summarize for the chart. Virtual Fax add-on Fax ### Fax Delivered An outbound fax delivery confirms. Close out referral loops or update care-team timelines. Virtual Fax add-on WorkspaceAutomations / New taskTask namePrompt74 / 10,000 Reference cohorts by tag, tools by name. Intelligence levelcredits per runWhen to runFrequency Run atTimezoneWorkspace ยท America/New_YorkEncounter SignedEncountersNote ProcessedEncountersService Location AssignedEncountersBilling Code AssignedEncounters / InsuranceDocument OCR CompleteFilesFax ReceivedFaxFax DeliveredFax Runs once per matching event. Available toolsPatientsDemographics, tags, panelsEncountersEncounters, notes, codesDocumentsOCR'd documentsWeb searchClinical guidelines Complex, multi-step tasks Cross-chart reasoning and longitudinal synthesis across multiple data points. Balanced default Note QA, cohort summaries, and structured letters. Quick, simple tasks Single-shot prompts and short summaries at lower latency. Lowest credit cost High-volume, low-complexity work. Triage, tagging, and short extracts. Plans are metered in AI credits. The [pricing page](/pricing) shows the credit ladder per tier. ### Patients Default ON Read demographics, tags, and panel filters. Reference cohorts by tag in the prompt. ### Encounters Default ON Read signed and draft encounters, notes, transcripts, and accepted codes. ### Documents Default OFF Read OCR-processed files. Off by default to keep prompts cheap and scoped. ### Web search Default OFF Look up guidelines, monographs, and reference data. Off by default; enable per task. Sources EncountersFilesFax - Encounters Encounter Signed Automations - Encounters Note Processed Automations - Encounters Billing Code Assigned Insurance (claim) - Files Document OCR Complete Automations - Fax Fax Received Automations - Fax Fax Delivered Automations - Encounters Service Location Assigned Automations Consumers Insurance Automations AriaMD Encounters with ICD-10 codes auto-create claims in Insurance. Encounter Signed also fires Automations, so one signing can publish a claim, update the timeline, and run a peer-review summary. See it on your workflow ## One mock visit, one note in your template. We run a mock session, draft the note, and show the claim. No slides. [Book a demo](https://nextvisit.cal.com/ryan/demo) [Talk to sales](mailto:hello@nextvisit.ai) Live in 2 weeks or less BAA signed by default