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.
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.
Writing a note
Click Write a note to open the compose window (Classic view: New Note), then:
- Choose the patient (or add a new one on the spot).
- Choose the provider the note is for.
- Choose a template. The list includes built-in templates and your custom templates.
- 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:
- Choose the patient and provider, same as above.
- Choose a template. The list includes built-in templates and your custom templates.
- Drag an audio file onto the upload area, or click it to browse. Supported formats: MP3, WAV, FLAC, WEBM, OGG, MP4, MOV, and M4A.
- 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.