The visit stays in Nextvisit.
Start a video visit from the encounter; AriaMD transcribes both sides and adds the telehealth place of service when you sign.
Early beta. If your clinic does not have it yet, request access from the banner in the app. Patients join in the browser. You do not need a second video license. The visit uses the same workspace boundary as the chart.
Click Waiting room and In session to see both surfaces. Sample patient and transcript, drawn to match the recorder mocks on this site.
Open the chart. Admit. Talk. Sign.
The same four steps as an in-person session. The camera is new. The billing fields are set when you start the visit.
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Step one
Start the visit from the encounter.
Pick the patient and the template, then start a Nextvisit visit instead of opening a second video app. Service location is Telehealth from the first field, so place of service is set before the visit starts.
- The same patient and template as an in-person visit
- Service location set to Telehealth on the encounter
- A browser join link you can send in a click
- No Zoom or Doxy license for the visit itself
New encounterNot startedScheduled 3:00 PM- Template
- SOAP Note (2026)
- Service location
- Telehealth
- Visit type
- Established · follow-up
Patient join linkBrowser · nothing to installnextvisit.app/j/9f4-2kd -
Step two
The patient joins. You admit when you are ready.
Patients open the link in a supported browser and test camera, microphone, and speaker in a green room. The waiting room shows you who is ready and whether their devices work.
- Green room with camera, mic, and speaker test
- Waiting room with device, browser, and connection detail
- Admit when you are ready
- Patients do not install an app
Marcus HayesNot startedPOS 10 · homeConsent on fileHIPAA -
Step three
You talk. AriaMD writes.
The audio is in the visit, so both sides transcribe at line level instead of arriving as speaker bleed. Mid-visit scales and staged codes work the same way they do in an in-person session.
- Both sides captured at line level
- Timestamped transcript beside the video
- In-call chat, file share, and background blur
- Scales scored from the live transcript
Marcus Hayes00:18:42POS 10 · homeConsent on fileHIPAA -
Step four
The note and claim carry telehealth fields.
The SOAP draft lands on the encounter with place of service and telehealth modifiers filled in. Review and sign.
- SOAP draft on the encounter
- POS 10 or 02 from where the patient actually sat
- Modifier 95 attached when the payer wants it
- Consent stored as a field, not as free text
Encounter · billingReady to sign00:18:42- Service location
- Telehealth
- Place of service
- 10
- Modifier
- 95
- Consent
- Confirmed
Not at home → POS 02
Claim previewDrafts on sign99214+95F33.1F41.1POS 10Editable until signed
The visit stays on the same encounter as the note.
A video visit on the encounter, so the note and the claim are written during the visit.
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The visit runs in the chart
Start video from the encounter. You do not need a Zoom or Doxy account. Patient, note, and claim stay on one record.
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Waiting room and a join link
Send a link. The patient waits in the browser on a phone or laptop. You admit when you are ready. They do not install anything.
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AriaMD transcribes both sides
Both sides transcribe at line level because the audio never leaves the visit. Scales and staged codes run the same way they do in the room, and the SOAP draft builds while you talk.
Workspace auth, the BAA, and US hosting match the rest of Nextvisit. The visit is live. The transcript and the note are the record.
- HIPAA
- SOC 2 Type II
- BAA
- US-hosted
Place of service is part of the encounter.
Telehealth claims use different place-of-service codes than in-office visits. The visit sets those fields so billing does not have to reconstruct them later.
Service location is the same field that filters the panel and fires Service Location Assigned automations. Built-in visits assign Telehealth and choose POS 10 or 02 from where the patient actually is. Modifier 95 attaches when the payer wants the synchronous-video flag.
- Service location
- Telehealth
- Place of service
- 10
- Modifier
- 95
- Consent
- Confirmed
Not at home → POS 02
Editable until signed
The recorder still captures Zoom and Doxy calls.
Clinics keep Zoom for hospital contracts, groups, and interpreter sessions. Start the outside call, turn on Telehealth Mode in session setup, and share the tab with audio.
- Line-level patient audio from the call tab (Zoom, Doxy, Teams, Google Meet)
- Mic and tab audio mixed in the browser before transcription
- Per-session toggle on the Session Information screen
- Note workflow and templates stay on the same encounter
Telehealth Mode on the recorder
Prefer a written walkthrough? Recording a session covers the share-picker path in the help center.
| Medication | Sig | Started | Prescriber |
|---|---|---|---|
| Acamprosate | 666mg BID | 11/01/23 | Katie |
Licensure, billing, browsers, and the Zoom path.
Built-in telehealth is a video visit that runs inside the Nextvisit workspace. You start it from the encounter and send the patient a browser link. AriaMD transcribes both sides and drafts the note, and place-of-service plus telehealth modifiers go on the claim when you sign. You do not need a separate Zoom or Doxy account for the visit itself.
No. The join link opens in a modern browser on a phone, tablet, or laptop. Camera and microphone permission is the only prompt they see.
Built-in telehealth is the video visit itself: waiting room, camera, and audio run in Nextvisit. Telehealth Mode captures patient audio from a Zoom, Doxy, Teams, or Meet tab and mixes it with your microphone. Use Telehealth Mode when the clinic keeps an outside video app.
Yes. Built-in telehealth runs in the same workspace boundary as the chart: HIPAA, SOC 2 Type II, a BAA by default, and US hosting. Nextvisit stores the transcript and note, without a copy of the video call.
The encounter carries a Telehealth service location, which sets place of service 10 (patient at home) or 02, and attaches modifier 95 when the payer requires it. Signed encounters with ICD-10 codes auto-create claims.
Yes. Transcription, scale scoring, and code staging run the same way they do for an in-person recorder session. Both sides are captured at line level because the audio is already in the visit, not playing through a speaker.
Clinicians should use a current desktop Chromium browser: Chrome, Edge, Brave, Arc, or Opera. Patients can join from those or from current Safari on iOS. Firefox works for most patients.
No. You remain responsible for being licensed in the state where the patient is sitting. Nextvisit documents the visit, the consent, and the place of service. It does not replace a compact, a license, or a payer contract.
It is in early beta and gated per workspace. If you do not see Telehealth under Apps, a banner in the product lets you request access. Clinics that already have it have the waiting room, green room, in-call chat, and file share described here.
One mock visit, one note in your template.
Book fifteen minutes. We start a mock visit, admit a sample patient, and show the note and the claim fields that come with it.