Every chart feature a behavioral health visit needs.
Most teams start with three or four of these in week one.
Session Recorder
Pick a template and a patient, then start. Transcription, scales, and codes run live; clicking End puts the SOAP draft on the encounter.
Try the interactive demoAriaMD AI Assistant
AriaMD has 37+ workspace tools: chart edits, cited research, prior auths, eligibility, and PDFs. Talk to Aria is a beta voice path for lookups.
See the automations enginePatient Timeline
One entry per signed encounter. Click in for history, changes, and quotes. Treatment Pulse reads the full chart when you open it.
See patient intelligence- W2Sertraline 25mg
- W6Increase 50mg
- W10Partial remission
Custom Templates
SOAP, DAP, BIRP, Intake, Spravato, TMS, MAT, Lithium, or your own. Tokens like [patient_name] and [duration] fill from the chart. The same template drives encounters and automations.
Browse the template libraryAI-Assisted Peer Review
Flags gaps before you sign. Peer Review sits next to Note, Transcript, and Context. Each flag points at the line it means.
See analytics and reportingFiles and OCR, all searchable
Four folders: Aria Artifacts, Aria Uploads, Patients, Shared. Every upload is OCR'd and searchable, and Document OCR Complete can route it.
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Intake form - new patient.pdf 4 pages OCR doneOCR hit "anxiety, sleep worse" · p. 2
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ROI release - Dr. Smith.pdf 1 page OCR doneOCR hit Signature + scope of release indexed; expires 2026-11-04
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Recent labs - CBC, CMP.pdf 3 pages IndexedOCR hit TSH 4.8, lithium 0.7 mEq/L pulled into chart context
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Insurance card.jpg 1.2 MB OCR doneOCR hit Matched to BCBS PPO
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Prior records request.docx 2 pages OCR runningOCR hit Pipeline: Upload → OCR → Searchable
document.ocr.complete
Coding & Billing
CPT and ICD-10 tuned for behavioral health: 90834 vs 90837, F-codes that match the assessment. Signed encounters with ICD-10 create a claim.
See the full revenue cycle- 32 min psychotherapy documented.
- PHQ-9 score 14, third recurrence documented.
- Sleep onset and maintenance issues noted in HPI.
EHR Integration
Push notes to Epic, Athena, eClinicalWorks, Osmind, Kalix, and SimplePractice over FHIR R4, HL7 v2, or copy-out. One push carries note, CPT, ICD-10, and screener scores.
Pair with billing- Progress note 4.2 KB
- CPT · 99214 —
- ICD-10 · F33.1, F41.1 —
- PHQ-9 · 9 —
Chrome extension
A sidebar next to your EHR. Drag finished SOAP sections into the chart. Same workspace, same sessions.
See install walkthrough and FAQ- Drag into EHR
- Persistent sidebar
- Light or dark
On the Go
Home visits, walk-and-talks, and multi-site days on the iOS app. Recordings sync over Wi-Fi.
The rest of the workspace.
Billing, automations, fax, longitudinal AI, integrations, and security.
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Built-in telehealth
Start video from the encounter. The patient joins from a link. AriaMD transcribes both sides. Place of service lands on the claim when you sign.
- Waiting room and a browser join link; nothing to install
- Scales and codes on both sides during the visit
- POS 10 or 02 and modifier 95 from the service location
- Early beta; request access from the in-app banner
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Insurance and billing
Six tabs in the same workspace as the chart. Signed encounters with ICD-10 create claims. Eligibility runs before the visit. Denials show the next action.
- Eligibility: coverage, deductible, copay, OOP max
- Claim states: Pending, Submitted, Accepted, Paid, Denied
- Aging, payer collection, and denial reports
- Workspace ledger across patients and payers
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Automations and AI Tasks
Run AriaMD on a schedule or a clinical event. Same chart tools, unattended. Prompt up to 10,000 characters.
- Daily, weekday, weekly, or monthly
- Events: Encounter Signed, Note Processed, Fax Received, and four more
- Ultra, Normal, Fast, or Budget intelligence
- Per-task run log and in-app notifications
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Virtual Fax
Inbound and outbound fax in the workspace. Inbound lands in Files, OCR'd and searchable. Outbound from an encounter, ROI, or referral.
- OCR on ingest; attach to a chart
- Queued, delivered, or failed status inline
- Fires Fax Received and Fax Delivered automations
- Paid workspace add-on
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Patient intelligence
Treatment Pulse analyzes the chart on every load. The AI Timeline writes one entry per signed encounter. Scales are scored and trended.
- Trajectory, med response, scale movement, plan adherence, risk
- One timeline entry per signed encounter
- PHQ-9, GAD-7, C-SSRS, AUDIT, custom screeners
- 13-section profile: meds, conditions, documents, ledger
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Integrations: API, OAuth, MCP
API keys, OAuth apps, and an MCP server all see the same workspace-scoped patients, encounters, notes, and codes.
- API keys under Settings, Tools and AI
- OAuth for partner apps and pipelines
- MCP for Claude, ChatGPT, and local LLMs
- Same audit trail on every path
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Security and compliance
HIPAA, SOC 2 Type II, and AI governance controls. BAA by default. Training on patient or provider information requires explicit opt-in.
- TLS 1.3 in transit, AES-256 at rest
- US-hosted on infrastructure with HIPAA BAAs
- SSO, SCIM, role-based access, audit logs
- Recordings deleted on signature
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Encounter lifecycle
Draft, Processing, Ready, Signed. Clinicians, supervisors, and automations all see the same state.
- Draft: created, not yet processed
- Processing: AriaMD generating the note
- Ready: waiting for review
- Signed: locked; Encounter Signed fires
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Templates and variable tokens
Note formats and automation prompts share the same templates. AriaMD fills tokens from the chart.
- Tokens: [patient_name], [dob], [age], [profession], [duration]
- SOAP, DAP, BIRP, Intake, Spravato, TMS, MAT, Lithium
- Custom per provider, workspace, or visit type
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Service locations
Assign a location per encounter. Place of service follows. Filter the panel, schedule, and analytics by site.
- Own automation event on assignment
- Drives place of service on claims
- One workspace, many addresses
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Exports and print
Export a signed encounter as a branded PDF. Print a visit handout or a large-type med list from the chart.
- PDF with header, SOAP, codes, signature
- Visit summary for the patient
- Large-print medication list
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Workspaces and multi-tenancy
Provider+ and Group include multiple workspaces. Each has its own ledger, roster, and audit log. PHI does not cross the boundary.
- Split cost-centers, service lines, or contracts
- Admins move providers between workspaces
- Same login on desktop, tablet, and mobile
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Practice analytics
Panel-level view of meds, ICD-10 mix, retention, cadence, and outcomes. Built from the same signed encounters as the chart.
- Top medications and drug classes
- Diagnosis mix and severity
- PHQ-9, GAD-7, and custom scale trends
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Onboarding and imports
Import a roster from CSV. Switch off Osmind, Kalix, SimplePractice, or a spreadsheet in week one.
- Auto-mapped fields and validation
- Bulk-apply tags, providers, and locations
- Chart comments that stay off the encounter
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Rich text editor
One editor for notes, templates, automations, and intakes. Headings, lists, tables, and inline tokens.
- Same surface in the chart and the template builder
- Tokens fill from the chart as you draft
- Keyboard shortcuts for fast typists
One mock visit, one note in your template.
We run a mock session, draft the note, and show the claim. No slides.