--- title: Features | Nextvisit description: Recorder, telehealth, AriaMD, timeline, templates, peer review, coding, EHR push, automations, fax, and insurance. The capability list for behavioral health. url: "http://localhost:3000/features" type: static generatedAt: "2026-09-04T06:57:01.435Z" --- 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](/recorder) ****** nextvisit.app / recorderMarcus Hayes00:24ListeningLive Transcription03:03:50 PMHow have you been since our last visit?03:03:55 PMBetter, mostly. Sleep is up to about six hours most nights.03:04:00 PMAny side effects from the sertraline at the new dose?03:04:05 PMA little nausea the first week. It settled down after that.03:04:11 PMAnd mood overall, would you say better, worse, or about the same?03:04:18 PMBetter. Steadier. A six or seven most days, where it used toSpace 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](/automations) ****** 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](/patient-intelligence) ******nextvisit.app / patient / Maya S. / timelineMaya S.PHQ-9 trajectory · 8 visits · 16 weeksPHQ-9 down 57%since W0 1. W2Sertraline 25mg 1. W6Increase 50mg 1. 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](/templates) ****** 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](/analytics) ****** 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. Peer review 2 items Suggested PHQ-9 trend up 3 points Score climbed from 11 to 14 across two visits. Consider documenting treatment response decision. refers to: Objective Required SI screening missing Practice policy: explicit C-SSRS check on every visit when PHQ-9 ≥ 10. Last documented 6 weeks ago. refers to: Subjective ## 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 Folders - Aria Artifacts 142 items - Aria Uploads 38 items - Patients 1,204 items - Shared 57 items 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](/insurance-and-billing) ****** 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](/insurance-and-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 — E Epic FHIR R4 Pushed 2 sec ago O Osmind API · live Pushed 2 sec ago A Athena HL7 v2 Queued next batch · 0:38 e eClinicalWorks 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](/chrome-extension) ******ehr.localhost / encounters / newCalendarPatientEncountersReportsPBP. BelfordDOB 1972-02-09 · Age 53PortalPatient encounter/NewProviderDonna Lee, MDDate of service2026-01-17Current noteEmptyDrop a SOAP section hereSubjective39 yo female, medication follow-up. Partial response to sertraline 50 mg. Sleep and appetite improving. Denies SI/HI. PHQ-9 11, down from 22. Save CancelNextvisit AINSNextvisit SystemClinic DemoSessionsPatientsC. JohnsonWed, Apr 9, 2026 · 4:10 AMCompleteR. Yannelli·SOAP note (standard)NoteTranscriptSubjectivedrag 39 yo female, medication follow-up. Partial response to sertraline 50 mg. Sleep and appetite improving. Denies SI/HI. PHQ-9 11, down from 22. Objectivedrag Alert, oriented x3. Affect mildly constricted but reactive. Thought process linear. Insight and judgment intact. Assessmentdrag MDD recurrent, moderate, partial remission on sertraline 50 mg. GAD stable. C-SSRS negative. v1.0.0ConnectedSubjective - 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 *Pocket Card-format, pocket carry* 9:41 Encounter Hana Okafor 42 yo · Home visit · 2:14pm Recording 14:32 Template SOAP · Home Sync Offline · 3 queued *ClinicalConcert iOS On the phone you carry* PLAUD PLAUD *PLAUD Note Wearable hands-free* All three sync to your workspace on Wi-Fi - ### 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](/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](/insurance-and-billing) - ### 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](/automations) - ### 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](/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](/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](/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](/security) - ### 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](/how-it-works) - ### 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](/analytics) - ### 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](https://nextvisit.cal.com/ryan/demo) [Talk to sales](mailto:hello@nextvisit.ai) Live in 2 weeks or less BAA signed by default