--- title: Automations | Nextvisit description: Schedule AriaMD, or fire it on a clinical event. Seven triggers, four intelligence levels, workspace tools. url: "http://localhost:3000/automations" type: static generatedAt: "2026-09-04T06:57:01.120Z" --- 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. [Start in minutes](https://nextvisit.app/register) [Book a 15-min demo](https://nextvisit.cal.com/ryan/demo) Schedule mode ### Run on a recurring clock Daily, weekday, weekly, or monthly. Default is daily at 09:00 in the workspace timezone. Event-based mode ### Run when something clinical happens Pick one or more of the seven workspace events. Each match fires the task once. 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-on Fax ### Fax Delivered An outbound fax delivery confirms. Close out referral loops or update care-team timelines. Virtual Fax add-on ****** nextvisit.app / apps / tasks / newTask namePrompt105 / 10,000 Plain language. Reference patient cohorts by tag, and tools to call by name. Intelligence levelcredits per runWhen to runFrequency Run atTimezoneWorkspace ยท America/New_York Daily at 09:00 AM is the default for most teams. Encounter SignedEncountersNote ProcessedEncountersService Location AssignedEncountersBilling Code AssignedEncounters / InsuranceDocument OCR CompleteFilesFax ReceivedFaxFax DeliveredFax Pick one or many. The task runs once per matching event. Available toolsPatientsRead patient demographics, tags, and panel filters.EncountersRead signed and draft encounters, notes, and codes.DocumentsRead OCR'd documents in the workspace file store.Web searchLook up clinical guidelines and reference data online. Complex, multi-step tasks Cross-chart reasoning and longitudinal synthesis across multiple data points. Balanced default Note QA, cohort summaries, and structured letters. Quick, simple tasks Single-shot prompts and short summaries at lower latency. Lowest credit cost High-volume, low-complexity work. Triage, tagging, and short extracts. Plans are metered in AI credits. The [pricing page](/pricing) shows the credit ladder per tier. ### Patients Default ON Read demographics, tags, and panel filters. Reference cohorts by tag in the prompt. ### Encounters Default ON Read signed and draft encounters, notes, transcripts, and accepted codes. ### Documents Default OFF Read OCR-processed files. Off by default to keep prompts cheap and scoped. ### Web search Default OFF Look up guidelines, monographs, and reference data. Off by default; enable per task. Sources EncountersFilesFax - 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. [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