---
title: How it works | Nextvisit
description: Capture, generate, review, and push. Most progress notes are ready to send in under five minutes.
url: "https://nextvisit.ai/how-it-works"
type: static
generatedAt: "2026-10-02T14:33:40.816Z"
---

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     Recording     02:14    Live Live transcription
Record live, or dictate after.
   WorkspaceQuick note   Mood stable. Sleep improved. PHQ-9: 8, down from 14.  Continue current regimen.     Type Quick note
Type plain text into your template.
   WorkspaceAudio upload       visit-04-19.m4a       Upload Audio file
Drop a post-visit audio file.
   WorkspaceDevice sync             Chart connected     Device Pocket or Plaud AI
Sync from a Pocket or Plaud.
1. 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 / DraftJordan K. · Follow-up34 yo · MDD, GAD · Sertraline 50 mg Drafted in 47s TemplateSOAP · Psychiatry follow-upHouse styleSSubjectiveImproved sleep (~6 h). Mood 9 or 10, was 16. Sertraline tolerated.OObjectivePHQ-9: 9. GAD-7: 7. Vitals WNL. Affect brighter. No SI/HI.AAssessmentMDD recurrent, moderate, partial remission on sertraline 50 mg. GAD comorbid, stable.PPlanContinue sertraline 50 mg. RTC 4 weeks. Sleep hygiene handout sent.CPT99214ICD-10F33.1ICD-10F41.1
1. 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 / ProcessingEncounter statusOne state at a time, observable end to end
1. Draft
Created, no AI run yet.
1. Processing
AriaMD is generating the note.
1. Ready
Generated, awaiting review.
1. Signed
Locked. Downstream events fire.
 Sign fires the Encounter Signed event. Billing, automations, and patient timeline all subscribe.
1. 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 / ReviewAI 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 documentedSertraline FDA SI advisory. Add SI screen.Insert templateCPT 99214 supportedModerate complexity. 99213 also valid.Use 99214Coding suggestionsCPT99214E/M, established, moderateICD-10F33.1MDD recurrent, moderateICD-10F41.1GAD
1. 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
 - [Insurance and billing Claim status, eligibility, denials, and ledger.](/insurance-and-billing)
- [Automations Scheduled or event-triggered AriaMD prompts.](/automations)
- [Chrome extension Drag accepted note sections into the EHR.](/chrome-extension)
     WorkspaceEncounter / Chart closedChart closed5 of 5 actions completed in 8.6 secondsAuto
1. Note signed2.1s
1. Eligibility verifiedAetna · 2.4s
1. Note pushed to EpicFHIR R4 · 1.7s
1. CPT 99214 billedClaim CLM-48921
1. PHQ-9 trend postedPatient chart
RoutingPick once, applied to every visit typeEpicFHIR ConnectedAthenaAPI ConnectedFaxeFax 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](https://nextvisit.cal.com/ryan/demo) [Talk to sales](mailto:hello@nextvisit.ai)     Live in 2 weeks or less   BAA signed by default