Help center
Notes and AI.
Recording sessions, progress note templates, custom templates, AI Peer Review, version history, and the Context area. Write notes faster without losing accuracy.
- 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.
- 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.
- 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.
- 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.
- Note Sections Settings Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.
- 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.
- Verbosity Settings Control how detailed your AI-generated clinical notes are. Choose from four levels ranging from minimal bullet points to comprehensive narratives.
- 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.
- Understanding Progress Note Templates Learn about the different templates available and how to choose the right one for your patient encounters.
- AI Peer Review Use AI to review your completed progress notes and receive clinical insights, treatment recommendations, and quality improvement suggestions.
- How to Use the Context Area to Enhance Your Progress Notes Add background information and private notes to improve your clinical documentation quality.
- Customizing Your AI Settings Configure your AI preferences to match your documentation style and workflow.
Still stuck?
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Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days.
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