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How it works

Your note is finished before you leave.

Most progress notes are ready to send in under five minutes.

Nextvisit customer surveys and product metrics, April 2023 to June 2026.

  1. Capture

    Four ways to start a note.

    Use it for telehealth, in-person, or hybrid. Guided (pick the patient first) or ambient (assign the chart after).

    What you get
    • Two-channel speaker separation
    • Audio held in memory, not stored on disk
    • TLS 1.3 in transit, AES-256 at rest if retained
    WorkspaceLive recording
    Live
    Live transcription

    Record live, or dictate after.

    WorkspaceQuick note
    Type
    Quick note

    Type plain text into your template.

    WorkspaceAudio upload
    Upload
    Audio file

    Drop a post-visit audio file.

    WorkspaceDevice sync
    Device
    Pocket or Plaud AI

    Sync from a Pocket or Plaud.

  2. Generate

    Notes drafted in your own template.

    AriaMD writes in SOAP, DAP, BIRP, intake, Spravato, TMS, MAT, lithium monitoring, or your house style, with screeners and quotes filled in.

    What lands in the chart
    • Drafted in 47 seconds after the visit ends
    • PHQ-9 and GAD-7 trends appear inline
    • CPT and ICD-10 suggestions, behavioral-health tuned
    WorkspaceEncounter / Draft
    Jordan K. · Follow-up
    34 yo · MDD, GAD · Sertraline 50 mg
    Drafted in 47s
    TemplateSOAP · Psychiatry follow-upHouse style
    S
    Subjective
    Improved sleep (~6 h). Mood 9 or 10, was 16. Sertraline tolerated.
    O
    Objective
    PHQ-9: 9. GAD-7: 7. Vitals WNL. Affect brighter. No SI/HI.
    A
    Assessment
    MDD recurrent, moderate, partial remission on sertraline 50 mg. GAD comorbid, stable.
    P
    Plan
    Continue sertraline 50 mg. RTC 4 weeks. Sleep hygiene handout sent.
    CPT99214ICD-10F33.1ICD-10F41.1
  3. Encounter lifecycle

    Draft, Processing, Ready, Signed.

    You, supervisors, and subscribed automations can see the state.

    What each state means
    • Draft: created, not yet processed
    • Processing: AriaMD generating the note
    • Ready: waiting for review
    • Signed: locked; downstream events fire
    WorkspaceEncounter / Processing
    Encounter statusOne state at a time, observable end to end
    1. Draft

      Created, no AI run yet.

    2. Processing

      AriaMD is generating the note.

    3. Ready

      Generated, awaiting review.

    4. Signed

      Locked. Downstream events fire.

    Sign fires the Encounter Signed event. Billing, automations, and patient timeline all subscribe.
  4. Review

    Peer review before you sign.

    A second model flags missing screeners, undocumented advisories, and coding mismatches. Accept a suggestion or insert a one-line template.

    What it watches for
    • SI / HI screening when SSRIs are involved
    • CPT level supported by the documented complexity
    • Drug interactions for psychotropic combinations
    WorkspaceEncounter / Review
    AI peer review 12 sections complete 1 advisory
    Subjective

    Patient reports improved sleep and mood. PHQ-9 decreased from 16 to 9. Sertraline is well tolerated.

    SI / HI screening not documented
    Sertraline FDA SI advisory. Add SI screen.
    Insert template
    CPT 99214 supported
    Moderate complexity. 99213 also valid.
    Use 99214
    Coding suggestions
    CPT99214E/M, established, moderate
    ICD-10F33.1MDD recurrent, moderate
    ICD-10F41.1GAD
  5. Push

    Sign once. Note, claim, and automations fire.

    Signing pushes the note to Epic, Athena, or your EHR over FHIR and fires Encounter Signed. Claims, eligibility, fax, and copy-out follow when ICD-10 is assigned.

    What completes automatically
    • FHIR R4 push to Epic, Athena, eClinicalWorks
    • Claim scrubbed and submitted to the payer
    • PHQ-9 and GAD-7 trends posted to the patient chart
    Where it connects
    WorkspaceEncounter / Chart closed
    Chart closed
    5 of 5 actions completed in 8.6 seconds
    Auto
    1. Note signed2.1s
    2. Eligibility verifiedAetna · 2.4s
    3. Note pushed to EpicFHIR R4 · 1.7s
    4. CPT 99214 billedClaim CLM-48921
    5. PHQ-9 trend postedPatient chart
    RoutingPick once, applied to every visit type
    EpicFHIR Connected
    AthenaAPI Connected
    FaxeFax Available
Behavioral-health notes

What a psychiatric note has to hold.

Affect, mental status, SI/HI, polypharmacy, transference, and patient quotes each get their own field. Clinicians who run these visits wrote the prompts, so a 60-minute intake documents as an intake.

Sections in the note
  • Mental status exam
  • Affect & mood
  • Thought process
  • SI / HI screening
  • Polypharmacy review
  • PHQ-9 / GAD-7
  • Patient quotes
  • Risk assessment
  • Treatment plan
  • Medication response
See it on your workflow

One mock visit, one note in your template.

We run a mock session, draft the note, and show the claim. No slides.

Book a demo Talk to sales
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