--- title: Features | Nextvisit description: Recorder, telehealth, AriaMD, timeline, templates, peer review, coding, EHR push, automations, fax, and insurance. The capability list for behavioral health. url: "https://nextvisit.ai/features" type: static generatedAt: "2026-09-21T03:13:59.737Z" --- Features # 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 demo](/recorder) WorkspaceRecorderMarcus Hayes00:24ListeningLive Transcription03:03:50 PMHow have you been since our last visit?03:03:55 PMBetter, mostly. Sleep is up to about six hours most nights.03:04:00 PMAny side effects from the sertraline at the new dose?03:04:05 PMA little nausea the first week. It settled down after that.03:04:11 PMAnd mood overall, would you say better, worse, or about the same?03:04:18 PMBetter. Steadier. A six or seven most days, where it used toSpace pauseN note⌘F search ## AriaMD 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 engine](/automations) WorkspaceAria / Intake AriaMD is listening Listening · 06:42 SR Sofia Ramirez New patient intake · pre-visit In progress Insurance BCBS PPO · verified Chief concern "Anxiety, sleep getting worse" Medications None active Language English Screeners scored PHQ-9 14 GAD-7 11 C-SSRS Negative ## Patient 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](/patient-intelligence) WorkspacePatients / TimelineMaya S.PHQ-9 trajectory · 8 visits · 16 weeksPHQ-9 down 57%since W0 1. W2Sertraline 25mg 1. W6Increase 50mg 1. W10Partial remission W4"Started feeling like myself again."W10"Sleep is finally consistent." ## 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 library](/templates) WorkspaceSettings / Templates Note templates Active for this practice · 6 of 12 New template SOAP Subjective · Objective · Assessment · Plan SOAP 1.4k visits · last 90 days DAP Data · Assessment · Plan DAP 320 visits · last 90 days BIRP Behavior · Intervention · Response · Plan BIRP 186 visits · last 90 days Spravato Active REMS-aligned monitoring template REMSBPCADSSPLAN 94 visits · last 90 days MAT Buprenorphine induction & maintenance SOWSOBOTUDSPLAN 212 visits · last 90 days Lithium Level monitoring + side effect screen LVLTFTBMPSE 64 visits · last 90 days ## AI-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 reporting](/analytics) WorkspaceEncounter / Review Devon P. · Follow-up 28 yo · MDD recurrent · Bupropion XL 300mg 2 flags S Subjective Mood "still a six or seven." Sleep broken. Energy gone by 3pm. Denies thoughts of self-harm or harm to others. O Objective PHQ-9: 14 (up from 11). GAD-7: 9. Vitals WNL. Affect blunted, eye contact reduced. No formal SI screening documented at last 2 visits. A Assessment MDD, recurrent, moderate. Possible non-response to bupropion at 8 weeks. Augmentation vs switch under consideration. Peer review 2 items Suggested PHQ-9 trend up 3 points 11 → 14 over two visits. Document response decision. refers to: Objective Required SI screening missing Policy: C-SSRS when PHQ-9 ≥ 10. Last: 6 wks. refers to: Subjective ## Files 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. WorkspaceFiles / Aria uploads "sertraline 50mg" 12 OCR matches across 9 files Folders - Aria Artifacts 142 items - Aria Uploads 38 items - Patients 1,204 items - Shared 57 items Aria Uploads / Garcia, M. - Intake form - new patient.pdf 4 pages OCR done OCR hit "anxiety, sleep worse" · p. 2 - ROI release - Dr. Smith.pdf 1 page OCR done OCR hit Signature + scope of release indexed; expires 2026-11-04 - Recent labs - CBC, CMP.pdf 3 pages Indexed OCR hit TSH 4.8, lithium 0.7 mEq/L pulled into chart context - Insurance card.jpg 1.2 MB OCR done OCR hit Matched to BCBS PPO - Prior records request.docx 2 pages OCR running OCR hit Pipeline: Upload → OCR → Searchable Upload → OCR → Searchable fires `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](/insurance-and-billing) WorkspaceEncounter / Coding Codes for this encounter Eli N. · Today 1:00pm · 38 min 96% confidence CPT 99214 Established · moderate MDM Auto 96% 90833 Add-on psychotherapy 16-37 min Auto 88% ICD-10 F33.1 MDD, recurrent, moderate Primary F41.1 Generalized anxiety disorder G47.00 Insomnia, unspecified Why these codes - 32 min psychotherapy documented. - PHQ-9 score 14, third recurrence documented. - Sleep onset and maintenance issues noted in HPI. ## Custom Tags Tag a cohort: Active TMS, Spravato, Lithium, MAT, or your own string. One click filters the panel, the schedule, and the audit history. WorkspacePatients / Active TMS Filter by tag Tap a tag to scope your panel · 79 patients 4 visible HO Hana Okafor 42 yo · F · Visit Mon PHQ-9 ↑ 17 Active TMSPHQ ≥ 15 MR Marcus Reed 36 yo · M · Visit Wed Session 18 of 36 Active TMS PS Priya Shah 54 yo · F · Visit Tue Level 0.7 mEq/L Active TMSLithium JV Jordan Vega 29 yo · NB · Visit Fri Session 6 of 36 Active TMS ## 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](/insurance-and-billing) WorkspaceEncounter / Push to chart Push to chart Sofia R. · Encounter signed 12:43pm Synced 2 destinations Bundle - Progress note 4.2 KB - CPT · 99214 — - ICD-10 · F33.1, F41.1 — - PHQ-9 · 9 — E Epic FHIR R4 Pushed 2 sec ago O Osmind API · live Pushed 2 sec ago A Athena HL7 v2 Queued next batch · 0:38 e eClinicalWorks C-CDA fax Standby on demand ## Chrome extension A sidebar next to your EHR. Drag finished SOAP sections into the chart. Same workspace, same sessions. [See install walkthrough and FAQ](/chrome-extension) Connected appEHR / EncounterCalendarPatientEncountersReportsPBP. BelfordDOB 1972-02-09 · Age 53PortalPatient encounter/NewProviderDonna Lee, MDDate of service2026-01-17Current noteEmptyDrop a SOAP section hereSubjective39F med follow-up. Partial response to sertraline 50 mg. PHQ-9 11 (was 22). Save CancelNSNextvisit SystemClinic DemoSessionsPatientsC. JohnsonWed, Apr 9, 2026 · 4:10 AMCompleteR. Yannelli·SOAP note (standard)NoteTranscriptSubjectivedrag 39F med follow-up. Partial response to sertraline 50 mg. PHQ-9 11 (was 22). Objectivedrag Alert, oriented x3. Affect constricted, reactive. Insight intact. Assessmentdrag MDD recurrent, moderate, partial remission on sertraline 50 mg. GAD stable. C-SSRS negative. v1.0.0ConnectedSubjective - 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. Pocket *Pocket Card-format, pocket carry* 9:41 Encounter Hana Okafor 42 yo · Home visit · 2:14pm Recording 14:32 Template SOAP · Home Sync Offline · 3 queued *ClinicalConcert iOS iOS* PLAUD PLAUD *PLAUD Note Wearable hands-free* Syncs over Wi-Fi - ### 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 [See built-in telehealth](/telehealth) - ### 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 [See the insurance and billing module](/insurance-and-billing) - ### 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 [See automations and event triggers](/automations) - ### 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 [Wire fax to AriaMD automations](/automations) - ### 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 [See patient intelligence](/patient-intelligence) - ### 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 [See integrations](/integrations) - ### 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 [See security and compliance](/security) - ### 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 [See the four-step walkthrough](/how-it-works) - ### 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 - ### 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 - ### 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 - ### 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 - ### 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 [See analytics and reporting](/analytics) - ### 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 - ### 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 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