Run on a recurring clock
Daily, weekday, weekly, or monthly. Default is daily at 09:00 in the workspace timezone.
Automations
AriaMD on a schedule, or on a clinical event.
Write a prompt and pick when it runs. AriaMD uses the same chart tools it already has.
Schedule it, or fire it on a clinical signal.
Daily summaries, weekly cohort reviews, sign-time QA, OCR follow-ups, and fax routing.
Run when something clinical happens
Pick one or more of the seven workspace events. Each match fires the task once.
Seven events. One fire per match.
Combine multiple events on a single task if one prompt should respond to several signals.
Encounters
Encounter Signed
A provider signs an encounter and locks the note.
Often paired with peer-review summaries or claim QA.
Encounters
Note Processed
AriaMD finishes drafting a SOAP note from the recording.
Useful for routing notes to supervisors before sign-off.
Encounters
Service Location Assigned
A service location is added or changed on an encounter.
Run telehealth versus in-person modifier checks.
Encounters / Insurance
Billing Code Assigned
A CPT or ICD-10 code is applied or accepted on an encounter.
Trigger pre-submission audits or denial-risk scoring.
Files
Document OCR Complete
OCR processing finishes on an uploaded document.
Summarize new intake forms or external records.
Fax
Fax Received
An inbound fax lands in the workspace.
Classify, route to a patient, or summarize for the chart.
Virtual Fax add-onFax
Fax Delivered
An outbound fax delivery confirms.
Close out referral loops or update care-team timelines.
Virtual Fax add-onFive fields. Up to 10,000 characters of prompt.
Name, prompt, intelligence level, when to run, and tools.
nextvisit.app / apps / tasks / new
New AI task
Configure
105 / 10,000
Plain language. Reference patient cohorts by tag, and tools to call by name.
Intelligence level
When to run
TimezoneWorkspace · America/New_York
Daily at 09:00 AM is the default for most teams.
Pick one or many. The task runs once per matching event.
Available tools
Four levels. Switch any time.
Ultra plans across the chart. Budget runs short, simple jobs.
Ultra
$$$$Complex, multi-step tasks
Cross-chart reasoning and longitudinal synthesis across multiple data points.
Normal
$$$Balanced default
Note QA, cohort summaries, and structured letters.
Fast
$$Quick, simple tasks
Single-shot prompts and short summaries at lower latency.
Budget
$Lowest credit cost
High-volume, low-complexity work. Triage, tagging, and short extracts.
Plans are metered in AI credits. The pricing page shows the credit ladder per tier.
What each task can read while it runs.
Patients
Default ONRead demographics, tags, and panel filters. Reference cohorts by tag in the prompt.
Encounters
Default ONRead signed and draft encounters, notes, transcripts, and accepted codes.
Documents
Default OFFRead OCR-processed files. Off by default to keep prompts cheap and scoped.
Web search
Default OFFLook up guidelines, monographs, and reference data. Off by default; enable per task.
Encounters, Files, and Fax emit. Automations and Insurance consume.
AriaMD runs the prompt with the tools enabled on the task.
Sources
Encounters
Files
Fax
- Encounters Encounter Signed Automations
- Encounters Note Processed Automations
- Encounters Billing Code Assigned Insurance (claim)
- Files Document OCR Complete Automations
- Fax Fax Received Automations
- Fax Fax Delivered Automations
- Encounters Service Location Assigned Automations
Consumers
Insurance
Automations
AriaMD
Encounters with ICD-10 codes auto-create claims in Insurance. Encounter Signed also fires Automations, so one signing can publish a claim, update the timeline, and run a peer-review summary.
See it on your workflow
Twenty minutes, one mock visit. You leave with a note in your template.
We run a mock session, draft the note, and show the claim. No slides.
Live in 2 weeks or less
BAA signed by default