Notes and AI
AI Settings Overview
Customize how Nextvisit AI generates your clinical notes. The AI Settings page lets you tailor documentation to match your specialty, preferred style, and workflow needs.
Accessing AI settings
Location: Preferences -> AI Settings
Settings categories
AI Settings are organized into six tabs:
| Tab | What It Controls |
|---|---|
| Profession | Adjusts terminology and formatting for your healthcare specialty |
| Note Sections | Choose which clinical sections appear in your notes |
| Verbosity | Control how detailed your notes are |
| Voice Style | Set the writing tone and structure |
| AI Features | Enable automated features like medication updates |
| Note Template | Select note format and add custom instructions |
Default configuration
Nextvisit AI comes pre-configured for behavioral health documentation:
- Profession: Psychiatrist
- Note Sections: All enabled except Header/Footer
- Verbosity: Standard
- Voice Style: Naturalistic
- AI Features: All enabled
- Note Template: SOAP Note (Standard)
Saving your changes
- Each tab has its own Save Changes button at the bottom
- A success confirmation appears at the top of the page when saved
- Settings persist across browser sessions and devices
- Changes apply to all future sessions (existing notes are not modified)
Need help?
If your settings aren’t applying as expected:
- Confirm you clicked Save Changes
- Refresh the page to verify changes persisted
- Check that you’re in the correct workspace
To restore default settings, contact support or manually select the defaults listed above.