Help center
All help articles.
Every guide, FAQ, and how-to in one list. Sorted by most recently updated.
- Notes and AI How to record a live session Press record, pick the patient, talk. The recorder transcribes live, keeps the AI tools one click away, and hands a finished SOAP note to AriaMD when you click End.
- Notes and AI Custom Template Guide Custom templates let you control exactly how your clinical notes are structured, what sections are included, and what the AI should do when information is or isn't present in the transcript. You provide the template, the system handles the rest.
- 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.
- Notes and AI Custom Instructions Settings Add personalized instructions that the AI follows every time it generates your clinical notes. Custom instructions let you enforce specific documentation requirements, add standard language, or tailor notes to your workflow.
- 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 Profession Settings Tailor your clinical notes to match your healthcare specialty. The Profession setting adjusts medical terminology, documentation style, and formatting appropriate for your field.
- Notes and AI Verbosity Settings Control how detailed your AI-generated clinical notes are. Choose from four levels ranging from minimal bullet points to comprehensive narratives.
- Notes and AI Voice Style Settings Choose the writing style and tone for your AI-generated clinical notes. Each voice style affects sentence structure, formality, and how clinical information is presented.
- Patient charts Service Locations Track where patient encounters take place with customizable location 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.
- Patient charts Uploading Documents to Patient Charts Add supporting documents to enhance AI accuracy and create more comprehensive progress notes.
- Workspace and billing Activity Log Track every action in your workspace for compliance and management oversight.
Still stuck?
The team is one email away.
Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days.
Live in 2 weeks or less
BAA signed by default
30-day money back