Skip to main content
Features

The chart surfaces a behavioral health visit actually needs.

Most teams start with three or four of these in week one.

Session Recorder

Pick a template and a patient, then start. Transcription, scales, and codes run during the visit. Click End and the SOAP draft is on the encounter. Built-in telehealth keeps video here; Telehealth Mode still captures Zoom or Doxy.

Try the interactive demo
nextvisit.app / recorder
Marcus Hayes00:24
Listening
Space pauseN note⌘F search

AriaMD AI Assistant

AriaMD works across the workspace: chart edits, cited research, prior auths, eligibility, PDFs. 37+ tools. Talk to Aria is a beta voice path for lookups; create, edit, and sign stay on typed chat.

See the automations engine
nextvisit.app / aria / intake / new-patient
AriaMD is listening Listening · 06:42
SR
Sofia Ramirez
New patient intake · pre-visit
In progress
Insurance
BCBS PPO · verified
Chief concern
"Anxiety, sleep getting worse"
Medications
None active
Language
English
Screeners scored
PHQ-9 14
GAD-7 11
C-SSRS Negative

Patient Timeline

One entry per signed encounter. Click in for history, changes, and quotes. Treatment Pulse reads the full chart when you open it.

See patient intelligence
nextvisit.app / patient / Maya S. / timeline
Maya S.
PHQ-9 trajectory · 8 visits · 16 weeks
PHQ-9 down 57%since W0
0510152025W0W2W4W6W8W10W12W16
  1. W2Sertraline 25mg
  2. W6Increase 50mg
  3. W10Partial remission
W4"Started feeling like myself again."
W10"Sleep is finally consistent."

Custom Templates

SOAP, DAP, BIRP, Intake, Spravato, TMS, MAT, Lithium, or your own. Tokens like [patient_name] and [duration] fill from the chart. The same template drives encounters and automations.

Browse the template library
nextvisit.app / settings / templates
Note templates
Active for this practice · 6 of 12
New template
SOAP
Subjective · Objective · Assessment · Plan
SOAP
1.4k visits · last 90 days
DAP
Data · Assessment · Plan
DAP
320 visits · last 90 days
BIRP
Behavior · Intervention · Response · Plan
BIRP
186 visits · last 90 days
Spravato
Active
REMS-aligned monitoring template
REMSBPCADSSPLAN
94 visits · last 90 days
MAT
Buprenorphine induction & maintenance
SOWSOBOTUDSPLAN
212 visits · last 90 days
Lithium
Level monitoring + side effect screen
LVLTFTBMPSE
64 visits · last 90 days

AI-Assisted Peer Review

Flags gaps before you sign. Peer Review sits next to Note, Transcript, and Context. Each flag points at the line it means.

See analytics and reporting
nextvisit.app / encounter / Devon P. / review
Devon P. · Follow-up
28 yo · MDD recurrent · Bupropion XL 300mg
2 flags
S
Subjective
Patient reports mood is "still a six or seven," some days lower. Sleep broken. Energy "okay in the morning, gone by 3pm." Denies thoughts of self-harm or harm to others.
O
Objective
PHQ-9: 14 (up from 11). GAD-7: 9. Vitals WNL. Affect blunted, eye contact reduced. No formal SI screening documented at last 2 visits.
A
Assessment
MDD, recurrent, moderate. Possible non-response to bupropion at 8 weeks. Augmentation vs switch under consideration.

Files and OCR, all searchable

Four folders: Aria Artifacts, Aria Uploads, Patients, Shared. Every upload is OCR'd, so a scanned ROI or fax is searchable. Document OCR Complete can route the file from there.

nextvisit.app / files / aria-uploads
"sertraline 50mg" 12 OCR matches across 9 files
Aria Uploads Garcia, M.
  • Intake form - new patient.pdf 4 pages OCR done
    OCR hit "primary concern: anxiety, sleep getting worse" extracted at p. 2
  • ROI release - Dr. Smith.pdf 1 page OCR done
    OCR hit Signature + scope of release indexed; expires 2026-11-04
  • Recent labs - CBC, CMP.pdf 3 pages Indexed
    OCR hit TSH 4.8, lithium 0.7 mEq/L pulled into chart context
  • Insurance card.jpg 1.2 MB OCR done
    OCR hit Member ID, group, and BIN auto-matched to BCBS PPO
  • Prior records request.docx 2 pages OCR running
    OCR hit Pipeline: Upload → OCR → Searchable
Upload
OCR
Searchable
fires document.ocr.complete

Coding & Billing

CPT and ICD-10 tuned for behavioral health: 90834 vs 90837, F-codes that match the assessment. Signed encounters with ICD-10 create a claim.

See the full revenue cycle
nextvisit.app / encounter / Eli N. / coding
Codes for this encounter
Eli N. · Today 1:00pm · 38 min
96% confidence
CPT
99214 Established · moderate MDM Auto 96%
90833 Add-on psychotherapy 16-37 min Auto 88%
ICD-10
F33.1 MDD, recurrent, moderate Primary
F41.1 Generalized anxiety disorder
G47.00 Insomnia, unspecified
Why these codes
  • Patient reports 32 minutes of psychotherapy this visit.
  • PHQ-9 score 14, third recurrence documented.
  • Sleep onset and maintenance issues noted in HPI.

Custom Tags

Tag a cohort: Active TMS, Spravato, Lithium, MAT, or your own string. One click filters the panel, the schedule, and the audit history.

nextvisit.app / panel · tag:Active TMS
Filter by tag
Tap a tag to scope your panel · 79 patients
4 visible
HO
Hana Okafor
42 yo · F · Visit Mon
PHQ-9 ↑ 17
Active TMSPHQ ≥ 15
MR
Marcus Reed
36 yo · M · Visit Wed
Session 18 of 36
Active TMS
PS
Priya Shah
54 yo · F · Visit Tue
Level 0.7 mEq/L
Active TMSLithium
JV
Jordan Vega
29 yo · NB · Visit Fri
Session 6 of 36
Active TMS

EHR Integration

Push notes to Epic, Athena, eClinicalWorks, Osmind, Kalix, SimplePractice, and more. FHIR R4, HL7 v2, or copy-out. One push: note, CPT, ICD-10, screener scores.

Pair with billing
nextvisit.app / encounter / Sofia R. / push
Push to chart
Sofia R. · Encounter signed 12:43pm
Synced 2 destinations
Bundle
  • Progress note 4.2 KB
  • CPT · 99214 —
  • ICD-10 · F33.1, F41.1 —
  • PHQ-9 · 9 —
FHIR R4 Pushed 2 sec ago
API · live Pushed 2 sec ago
HL7 v2 Queued next batch · 0:38
C-CDA fax Standby on demand

Chrome extension

A sidebar next to your EHR. Drag finished SOAP sections into the chart. Same workspace, same sessions.

See install walkthrough and FAQ
ehr.localhost / encounters / new
CalendarPatientEncountersReports
P. Belford
DOB 1972-02-09 · Age 53
Portal
ProviderDonna Lee, MDDate of service2026-01-17
Current noteEmpty
Drop a SOAP section here
Save Cancel
  • Drag into EHR
  • Persistent sidebar
  • Light or dark

On the Go

Home visits, walk-and-talks, multi-site days. Capture on whatever you're carrying. It syncs when you have Wi-Fi.

Pocket Card-format, pocket carry
ClinicalConcert iOS On the phone you carry
PLAUD Note Wearable hands-free
All three sync to your workspace on Wi-Fi
More on the platform

The rest of the workspace.

Billing, automations, fax, longitudinal AI, integrations, and security. Each item has its own page when there is more to say.

  • Built-in telehealth

    Start video from the encounter. The patient joins from a link. AriaMD transcribes both sides. Place of service lands on the claim when you sign.

    • Waiting room and a browser join link; nothing to install
    • Scales and codes on both sides during the visit
    • POS 10 or 02 and modifier 95 from the service location
    • Early beta; request access from the in-app banner
    See built-in telehealth

  • Insurance and billing

    Six tabs in the same workspace as the chart. Signed encounters with ICD-10 create claims. Eligibility runs before the visit. Denials show the next action.

    • Eligibility: coverage, deductible, copay, OOP max
    • Claim states: Pending, Submitted, Accepted, Paid, Denied
    • Aging, payer collection, and denial reports
    • Workspace ledger across patients and payers
    See the insurance and billing module

  • Automations and AI Tasks

    Run AriaMD on a schedule or a clinical event. Same chart tools, unattended. Prompt up to 10,000 characters.

    • Daily, weekday, weekly, or monthly
    • Events: Encounter Signed, Note Processed, Fax Received, and four more
    • Ultra, Normal, Fast, or Budget intelligence
    • Per-task run log and in-app notifications
    See automations and event triggers

  • Virtual Fax

    Inbound and outbound fax in the workspace. Inbound lands in Files, OCR'd and searchable. Outbound from an encounter, ROI, or referral.

    • OCR on ingest; attach to a chart
    • Queued, delivered, or failed status inline
    • Fires Fax Received and Fax Delivered automations
    • Paid workspace add-on
    Wire fax to AriaMD automations

  • Patient intelligence

    Treatment Pulse analyzes the chart on every load. The AI Timeline writes one entry per signed encounter. Scales are scored and trended.

    • Trajectory, med response, scale movement, plan adherence, risk
    • One timeline entry per signed encounter
    • PHQ-9, GAD-7, C-SSRS, AUDIT, custom screeners
    • 13-section profile: meds, conditions, documents, ledger
    See patient intelligence

  • Integrations: API, OAuth, MCP

    API keys, OAuth apps, and an MCP server all see the same workspace-scoped patients, encounters, notes, and codes.

    • API keys under Settings, Tools and AI
    • OAuth for partner apps and pipelines
    • MCP for Claude, ChatGPT, and local LLMs
    • Same audit trail on every path
    See integrations

  • Security and compliance

    HIPAA, SOC 2 Type II, and AI governance controls. BAA by default. We do not train AI on PHI. Nextvisit trains AI on other customer data by default, and customers can opt out.

    • TLS 1.3 in transit, AES-256 at rest
    • US-hosted on infrastructure with HIPAA BAAs
    • SSO, SCIM, role-based access, audit logs
    • Recordings deleted on signature
    See security and compliance

  • Encounter lifecycle

    Draft, Processing, Ready, Signed. Clinicians, supervisors, and automations all see the same state.

    • Draft: created, not yet processed
    • Processing: AriaMD generating the note
    • Ready: waiting for review
    • Signed: locked; Encounter Signed fires
    See the four-step walkthrough

  • Templates and variable tokens

    Note formats and automation prompts share the same templates. AriaMD fills tokens from the chart.

    • Tokens: [patient_name], [dob], [age], [profession], [duration]
    • SOAP, DAP, BIRP, Intake, Spravato, TMS, MAT, Lithium
    • Custom per provider, workspace, or visit type

  • Service locations

    Assign a location per encounter. Place of service follows. Filter the panel, schedule, and analytics by site.

    • Own automation event on assignment
    • Drives place of service on claims
    • One workspace, many addresses

  • Exports and print

    Export a signed encounter as a branded PDF. Print a visit handout or a large-type med list from the chart.

    • PDF with header, SOAP, codes, signature
    • Visit summary for the patient
    • Large-print medication list

  • Workspaces and multi-tenancy

    Provider+ and Group include multiple workspaces. Each has its own ledger, roster, and audit log. PHI does not cross the boundary.

    • Split cost-centers, service lines, or contracts
    • Admins move providers between workspaces
    • Same login on desktop, tablet, and mobile

  • Practice analytics

    Panel-level view of meds, ICD-10 mix, retention, cadence, and outcomes. Built from the same signed encounters as the chart.

    • Top medications and drug classes
    • Diagnosis mix and severity
    • PHQ-9, GAD-7, and custom scale trends
    See analytics and reporting

  • Onboarding and imports

    Import a roster from CSV. Switch off Osmind, Kalix, SimplePractice, or a spreadsheet in week one.

    • Auto-mapped fields and validation
    • Bulk-apply tags, providers, and locations
    • Chart comments that stay off the encounter

  • Rich text editor

    One editor for notes, templates, automations, and intakes. Headings, lists, tables, and inline tokens.

    • Same surface in the chart and the template builder
    • Tokens fill from the chart as you draft
    • Keyboard shortcuts for fast typists
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 Talk to sales
Live in 2 weeks or less BAA signed by default