---
title: Writing a note or uploading a session recording | Nextvisit
description: Start a note directly, or upload an existing audio recording to be transcribed and written up.
url: "https://nextvisit.ai/help/new-note-and-upload-audio"
type: static
generatedAt: "2026-09-04T06:55:45.554Z"
---

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 August 30, 2026
Nextvisit turns a session into a finished note two ways: write it yourself and let a template shape it, or upload an audio recording and let Nextvisit transcribe and write it for you. For a live visit, see [How to record a live session](/help/recording-a-session).

## Writing a note

Click **Write a note** to open the compose window (Classic view: **New Note**), then:

 1. Choose the **patient** (or add a new one on the spot).
 1. Choose the **provider** the note is for.
 1. Choose a **template**. The list includes built-in templates and your custom templates.
 1. Write in the **Note** tab. Once a patient is selected, a **Context** tab appears for background like medications and allergies that should inform the note but shouldn’t be part of the note text itself, and a **Documents** tab appears if the patient has documents you can link.

Press **⌘/Ctrl + Enter**, or click **Create note**, when you’re ready.

## Uploading audio

Click **Upload audio** to open the **Upload Audio** window, then:

 1. Choose the **patient** and **provider**, same as above.
 1. Choose a **template**. The list includes built-in templates and your custom templates.
 1. Drag an audio file onto the upload area, or click it to browse. Supported formats: MP3, WAV, FLAC, WEBM, OGG, MP4, MOV, and M4A.
 1. Optionally add **Context** — medications, allergies, and conditions — the same way you would for a typed note.

Click **Upload Audio** to submit. Nextvisit transcribes the recording and generates the note using your chosen template; you don’t need to keep the window open while that happens.
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