--- title: Help center | Nextvisit description: Setup, notes, charts, EHR connections, billing, and security. The Nextvisit knowledge base. url: "https://nextvisit.ai/help" type: static generatedAt: "2026-09-21T03:14:00.472Z" --- Support # Help center. Setup, notes, charts, EHR connections, billing, and security. If you're stuck, start here. - [Recommended Devices and Software New to Nextvisit? Make sure your device works flawlessly with us. Updated Sep 2026](/help/recommended-devices) - [Getting more help What to do when something looks wrong and this help center does not cover it. Updated Sep 2026](/help/getting-more-help) - [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. Updated Sep 2026](/help/nextvisit-go) - [Session Timeouts (Auto Log Off) Why am I being logged out? Understanding automatic session timeouts and how to stay signed in. Updated Sep 2026](/help/session-timeouts) - [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. Updated Sep 2026](/help/what-is-nextvisit-ai) - [Your dashboard Last time, overdue notes, aging, and starting a visit from Dashboard. Updated Aug 2026](/help/your-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. Updated May 2025](/help/best-practices-recordings) - [Implementing Patient Consent A starting point for how you can inform your patients about Nextvisit AI with respect to patient consent. Updated May 2025](/help/patient-consent) - [Notes and AI ### Notes and AI. Recording, Write a note, Upload audio, AriaMD, templates, Peer Review, version history, Context. 17 articles](/help/category/notes-and-ai) - [Patient charts ### Patient charts. Meds, files, AI Timeline, tags, analytics, service locations. 6 articles](/help/category/patient-charts) - [EHR and integrations ### EHR and integrations. Epic, Practice Fusion, Athena, Pocket, and API keys. 6 articles](/help/category/ehr-and-integrations) - [Workspace and billing ### Workspace and billing. Settings, profile, activity log, usage and credits, plans, billing, insurance, and referrals. 14 articles](/help/category/workspace-and-billing) - [Security and data ### Security and data. HIPAA, BAA, audio retention, timeouts, and what we never do with PHI. 5 articles](/help/category/security-and-data) [View all articles](/help/all) 0 articles match - [Workspace and billing Activity Log What the workspace Activity Log records, how to open it, and how to request a CSV export. Updated Aug 2026](/help/activity-log) - [Notes and AI AI Peer Review Open Peer Review on a completed note for strengths, gaps, treatment options, and impacting factors. Updated Jul 2025](/help/ai-peer-review) - [Notes and AI AI Settings Overview Six AI Settings tabs: Profession, Note Sections, Verbosity, Voice Style, AI Features, and Note Template. Updated Jan 2026](/help/ai-settings-overview) - [Patient charts AI Timeline: Track Patient Progress at a Glance View key life events and treatment milestones automatically organized from your patient encounters. Updated Jul 2025](/help/ai-timeline) - [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. Updated Sep 2026](/help/api-keys) - [EHR and integrations Athena Integration What Athena syncs (meds, conditions, labs), $49/month per clinician, and the authorization steps. Updated Jul 2025](/help/athena-integration) - [Security and data How Long Is Recorded Audio Stored? Understanding audio storage duration and security for your clinical documentation. Updated Sep 2026](/help/audio-storage) - [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. Updated May 2025](/help/best-practices-recordings) - [Workspace and billing Accessing Your Billing Portal How workspace admins open Billing Portal, what it shows, and how Stripe stores card data. Updated Sep 2026](/help/billing-portal) - [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. Updated Jun 2025](/help/business-associate-agreement) - [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. Updated Jul 2025](/help/context-area) - [Notes and AI Custom Instructions Settings Add standing instructions on Preferences -> AI Settings -> Note Template. Examples for consent, ICD-10, and billing. Updated Jan 2026](/help/custom-instructions) - [Notes and AI Custom Template Guide Write a custom note template: placeholders, instruction blocks, examples, and a starter SOAP. Updated Aug 2026](/help/custom-template-guide) - [Notes and AI Customizing Your AI Settings Configure your AI preferences to match your documentation style and workflow. Updated Aug 2026](/help/customizing-ai-settings) - [Security and data How does Nextvisit AI protect patient data? Encryption, security protocols, and privacy controls that protect patient information in Nextvisit AI. Updated Apr 2025](/help/data-protection) - [Notes and AI Edit a note with Aria Ask Aria to change an unsigned encounter note, preview the result, then apply or discard. Updated Aug 2026](/help/edit-a-note-with-aria) - [EHR and integrations Epic EHR Integration Epic integration is in development. Until then, copy a Nextvisit note and paste it into Epic. Updated Jul 2025](/help/epic-integration) - [Getting started Getting more help What to do when something looks wrong and this help center does not cover it. Updated Sep 2026](/help/getting-more-help) - [Security and data Is Nextvisit AI HIPAA compliant? Yes. How Nextvisit AI meets HIPAA privacy and security requirements for patient information. Updated Apr 2025](/help/hipaa-compliance) - [Workspace and billing Track authorizations and review patient estimates Record payer decisions, reserve authorized units, and approve estimates supported by current benefit evidence. Updated Sep 2026](/help/insurance-authorizations-and-estimates) - [Workspace and billing Prepare insurance claims and reconcile payments Review a professional claim before submission, resolve payer responses, and post verified remittances. Updated Sep 2026](/help/insurance-claims-and-payments) - [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. Updated Sep 2026](/help/insurance-coding) - [Workspace and billing Check insurance eligibility before a visit Review policy and service details, request payer coverage, and prepare upcoming visits. Updated Sep 2026](/help/insurance-eligibility) - [Workspace and billing Review imported insurance claims Import Claim.MD or Stedi claim history, find matching clinic records, and move imported claims into Claims. Updated Sep 2026](/help/insurance-imported-claims) - [Workspace and billing Set up insurance Connect Claim.MD or Stedi, add billing providers, and record payer enrollment for eligibility, claims, and remittances. Updated Sep 2026](/help/insurance-setup) - [Workspace and billing Insurance usage billing See Insurance usage charges and invoices that are billed separately from the app subscription. Updated Sep 2026](/help/insurance-usage-billing) - [EHR and integrations Nextvisit MCP Server Connect Claude, ChatGPT, or a local LLM to Nextvisit over MCP. Endpoint, OAuth, tools, scopes, and troubleshooting. Updated Sep 2026](/help/mcp-server) - [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. Updated Sep 2026](/help/new-note-and-upload-audio) - [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. Updated Sep 2026](/help/nextvisit-go) - [Notes and AI How to Leave Note Feedback Help improve your clinical documentation by rating and reviewing your progress notes. Updated Jul 2025](/help/note-feedback) - [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. Updated Aug 2026](/help/note-sections-settings) - [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. Updated Aug 2026](/help/note-version-history) - [Getting started Implementing Patient Consent A starting point for how you can inform your patients about Nextvisit AI with respect to patient consent. Updated May 2025](/help/patient-consent) - [Patient charts Managing Patient Medications Where to find the medication list, what you can edit, and the status values (Current, Titration, Tapering). Updated Aug 2026](/help/patient-medications) - [Workspace and billing Plans and pricing Nextvisit Go, Provider+, and Enterprise. What each includes, monthly vs. annual billing, AI credits, and paid add-ons. Updated Sep 2026](/help/plans-and-pricing) - [EHR and integrations Pocket Integration Connect Pocket (Beta), import recordings as notes or drafts, set automations, or import over USB. Updated Sep 2026](/help/pocket-integration) - [Patient charts Understanding Your Practice Analytics Analytics widgets: top medications, conditions, Rx class, treatment status, and top users. Updated Jul 2025](/help/practice-analytics) - [EHR and integrations Practice Fusion Integration Practice Fusion beta: SMART launch, what it pulls today, setup fields, and how to copy notes back. Updated Aug 2026](/help/practice-fusion-integration) - [Notes and AI Profession Settings Set Profession under AI Settings. Behavioral-health shortcuts plus the full searchable list. Updated Jan 2026](/help/profession-settings) - [Notes and AI Understanding Progress Note Templates Learn about the different templates available and how to choose the right one for your patient encounters. Updated Aug 2026](/help/progress-note-templates) - [Getting started Recommended Devices and Software New to Nextvisit? Make sure your device works flawlessly with us. Updated Sep 2026](/help/recommended-devices) - [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. Updated Sep 2026](/help/recording-a-session) - [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. Updated Jul 2025](/help/referral-program) - [Patient charts Service Locations Track where patient encounters take place with customizable location settings. Updated Jul 2025](/help/service-locations) - [Getting started Session Timeouts (Auto Log Off) Why am I being logged out? Understanding automatic session timeouts and how to stay signed in. Updated Sep 2026](/help/session-timeouts) - [Patient charts How to Create and Use Tags for Patients and Encounters Organize your patients and encounters with custom tags for better workflow management. Updated Jul 2025](/help/tags) - [Patient charts Uploading Documents to Patient Charts Upload PDFs to a patient's chart and attach them during recording or note writing. Updated Sep 2026](/help/uploading-documents) - [Workspace and billing Usage and credits See remaining credits, AriaMD spend, and the credit ledger. Updated Sep 2026](/help/usage) - [Workspace and billing Managing Your User Profile Access and customize your account settings, security options, and session management. Updated Aug 2026](/help/user-profile) - [Notes and AI Using AriaMD Open AriaMD from the sidebar, talk with Talk to Aria (Beta), and see remaining credits. Updated Sep 2026](/help/using-ariamd) - [Notes and AI Verbosity Settings Control how detailed generated notes are, from short bullets to a full narrative. Updated Jan 2026](/help/verbosity-settings) - [Notes and AI Voice Style Settings Set Voice Style under AI Settings: Formal, Structured, Naturalistic, Narrative, or Shorthand. Updated Jan 2026](/help/voice-style-settings) - [Security and data Vulnerability Disclosure Program Guidelines What we're looking for and compensation details for security researchers. Updated Jul 2025](/help/vulnerability-disclosure) - [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. Updated Sep 2026](/help/what-is-nextvisit-ai) - [Workspace and billing Workspace Settings Configure your practice information, workspace details, and team members. Updated Aug 2026](/help/workspace-settings) - [Getting started Your dashboard Last time, overdue notes, aging, and starting a visit from Dashboard. Updated Aug 2026](/help/your-dashboard) No articles match. Try a broader term, or browse by topic instead. Contact support ## When the article isn't enough. Open chat at help.nextvisit.ai. It searches these articles first and brings in a person when the question needs one. Email is still here if chat is unavailable. If you're an enterprise customer, your CSM is on the same thread. [Open chat](https://help.nextvisit.ai/docs) [Email support](mailto:hello@nextvisit.ai) `hello@nextvisit.ai` Response times - **Chat:** [help.nextvisit.ai](https://help.nextvisit.ai/docs), searches articles first. - **Email:** within hours, business days. - **Enterprise:** dedicated CSM, same-day on weekdays. - **Security and PHI questions:** routed to `security@nextvisit.ai`. New to Nextvisit? ## Start free, no credit card. Most clinicians draft a usable first note in under ten minutes. Or book a fifteen-minute demo with Ryan, our CTO. [Start free, no credit card](https://nextvisit.cal.com/ryan/demo) [Book a 15-min demo](mailto:hello@nextvisit.ai) Live in 2 weeks or less BAA signed by default