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Help center.
Setup, notes, charts, EHR connections, billing, and security. If you're stuck, start here.
Getting started.
Dashboard, devices, first session, consent. Registration to a usable note.
- Recommended Devices and Software New to Nextvisit? Make sure your device works flawlessly with us.
- Getting more help What to do when something looks wrong and this help center does not cover it.
- What is Nextvisit Go? Nextvisit Go is a separate note workspace for non-prescribing therapists and counselors. How it differs from the main Nextvisit platform.
- Session Timeouts (Auto Log Off) Why am I being logged out? Understanding automatic session timeouts and how to stay signed in.
- What is Nextvisit AI, and how can it benefit my practice? An overview of Nextvisit AI for clinical documentation and how it benefits behavioral health practices.
- Your dashboard Last time, overdue notes, aging, and starting a visit from Dashboard.
- Best Practices for High-Quality Session Recordings Mic placement, session length, what to say aloud, and how to correct medication names after the visit.
- Implementing Patient Consent A starting point for how you can inform your patients about Nextvisit AI with respect to patient consent.
Pick a category.
Open a topic, or browse every article in one list.
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Notes and AI
Notes and AI.
Recording, Write a note, Upload audio, AriaMD, templates, Peer Review, version history, Context.
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Patient charts
Patient charts.
Meds, files, AI Timeline, tags, analytics, service locations.
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EHR and integrations
EHR and integrations.
Epic, Practice Fusion, Athena, Pocket, and API keys.
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Workspace and billing
Workspace and billing.
Settings, profile, activity log, usage and credits, plans, billing, insurance, and referrals.
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Security and data
Security and data.
HIPAA, BAA, audio retention, timeouts, and what we never do with PHI.
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- Workspace and billing Activity Log What the workspace Activity Log records, how to open it, and how to request a CSV export.
- Notes and AI AI Peer Review Open Peer Review on a completed note for strengths, gaps, treatment options, and impacting factors.
- Notes and AI AI Settings Overview Six AI Settings tabs: Profession, Note Sections, Verbosity, Voice Style, AI Features, and Note Template.
- Patient charts AI Timeline: Track Patient Progress at a Glance View key life events and treatment milestones automatically organized from your patient encounters.
- EHR and integrations Managing API Keys for Third-Party Integrations Create, view, and manage API keys for connecting external applications to your Nextvisit AI account.
- EHR and integrations Athena Integration What Athena syncs (meds, conditions, labs), $49/month per clinician, and the authorization steps.
- Security and data How Long Is Recorded Audio Stored? Understanding audio storage duration and security for your clinical documentation.
- Getting started Best Practices for High-Quality Session Recordings Mic placement, session length, what to say aloud, and how to correct medication names after the visit.
- Workspace and billing Accessing Your Billing Portal How workspace admins open Billing Portal, what it shows, and how Stripe stores card data.
- Security and data Does Nextvisit provide a Business Associate Agreement (BAA)? How to request a Business Associate Agreement (BAA) for HIPAA-compliant use of Nextvisit AI.
- Notes and AI How to Use the Context Area to Enhance Your Progress Notes Add background information and private notes to improve your clinical documentation quality.
- Notes and AI Custom Instructions Settings Add standing instructions on Preferences -> AI Settings -> Note Template. Examples for consent, ICD-10, and billing.
- Notes and AI Custom Template Guide Write a custom note template: placeholders, instruction blocks, examples, and a starter SOAP.
- Notes and AI Customizing Your AI Settings Configure your AI preferences to match your documentation style and workflow.
- Security and data How does Nextvisit AI protect patient data? Encryption, security protocols, and privacy controls that protect patient information in Nextvisit AI.
- Notes and AI Edit a note with Aria Ask Aria to change an unsigned encounter note, preview the result, then apply or discard.
- EHR and integrations Epic EHR Integration Epic integration is in development. Until then, copy a Nextvisit note and paste it into Epic.
- Getting started Getting more help What to do when something looks wrong and this help center does not cover it.
- Security and data Is Nextvisit AI HIPAA compliant? Yes. How Nextvisit AI meets HIPAA privacy and security requirements for patient information.
- Workspace and billing Track authorizations and review patient estimates Record payer decisions, reserve authorized units, and approve estimates supported by current benefit evidence.
- Workspace and billing Prepare insurance claims and reconcile payments Review a professional claim before submission, resolve payer responses, and post verified remittances.
- Workspace and billing How to Set Up and Use Insurance Coding Add billing codes to encounters so they shape the note and appear on exported PDFs.
- Workspace and billing Check insurance eligibility before a visit Review policy and service details, request payer coverage, and prepare upcoming visits.
- Workspace and billing Review imported insurance claims Import Claim.MD or Stedi claim history, find matching clinic records, and move imported claims into Claims.
- Workspace and billing Set up insurance Connect Claim.MD or Stedi, add billing providers, and record payer enrollment for eligibility, claims, and remittances.
- Workspace and billing Insurance usage billing See Insurance usage charges and invoices that are billed separately from the app subscription.
- EHR and integrations Nextvisit MCP Server Connect Claude, ChatGPT, or a local LLM to Nextvisit over MCP. Endpoint, OAuth, tools, scopes, and troubleshooting.
- Notes and AI Writing a note or uploading a session recording Start a note directly, or upload an existing audio recording to be transcribed and written up.
- Getting started What is Nextvisit Go? Nextvisit Go is a separate note workspace for non-prescribing therapists and counselors. How it differs from the main Nextvisit platform.
- Notes and AI How to Leave Note Feedback Help improve your clinical documentation by rating and reviewing your progress notes.
- Notes and AI Note Sections Settings Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.
- Notes and AI How to View and Restore Progress Note Version History Open version history on an unsigned note, preview a prior save, and restore it.
- Getting started Implementing Patient Consent A starting point for how you can inform your patients about Nextvisit AI with respect to patient consent.
- Patient charts Managing Patient Medications Where to find the medication list, what you can edit, and the status values (Current, Titration, Tapering).
- Workspace and billing Plans and pricing Nextvisit Go, Provider+, and Enterprise. What each includes, monthly vs. annual billing, AI credits, and paid add-ons.
- EHR and integrations Pocket Integration Connect Pocket (Beta), import recordings as notes or drafts, set automations, or import over USB.
- Patient charts Understanding Your Practice Analytics Analytics widgets: top medications, conditions, Rx class, treatment status, and top users.
- EHR and integrations Practice Fusion Integration Practice Fusion beta: SMART launch, what it pulls today, setup fields, and how to copy notes back.
- Notes and AI Profession Settings Set Profession under AI Settings. Behavioral-health shortcuts plus the full searchable list.
- Notes and AI Understanding Progress Note Templates Learn about the different templates available and how to choose the right one for your patient encounters.
- Getting started Recommended Devices and Software New to Nextvisit? Make sure your device works flawlessly with us.
- Notes and AI How to record a live session Record a live session: pick a template and patient, transcribe, add scales and codes, then End. Includes Telehealth Mode.
- Workspace and billing Share Nextvisit AI and Earn Rewards Refer colleagues to Nextvisit AI and earn up to $100 for each successful referral through our referral program.
- Patient charts Service Locations Track where patient encounters take place with customizable location settings.
- Getting started Session Timeouts (Auto Log Off) Why am I being logged out? Understanding automatic session timeouts and how to stay signed in.
- Patient charts How to Create and Use Tags for Patients and Encounters Organize your patients and encounters with custom tags for better workflow management.
- Patient charts Uploading Documents to Patient Charts Upload PDFs to a patient's chart and attach them during recording or note writing.
- Workspace and billing Usage and credits See remaining credits, AriaMD spend, and the credit ledger.
- Workspace and billing Managing Your User Profile Access and customize your account settings, security options, and session management.
- Notes and AI Using AriaMD Open AriaMD from the sidebar, talk with Talk to Aria (Beta), and see remaining credits.
- Notes and AI Verbosity Settings Control how detailed generated notes are, from short bullets to a full narrative.
- Notes and AI Voice Style Settings Set Voice Style under AI Settings: Formal, Structured, Naturalistic, Narrative, or Shorthand.
- Security and data Vulnerability Disclosure Program Guidelines What we're looking for and compensation details for security researchers.
- Getting started What is Nextvisit AI, and how can it benefit my practice? An overview of Nextvisit AI for clinical documentation and how it benefits behavioral health practices.
- Workspace and billing Workspace Settings Configure your practice information, workspace details, and team members.
- Getting started Your dashboard Last time, overdue notes, aging, and starting a visit from Dashboard.
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