---
title: Guides | Nextvisit
description: Guides for behavioral health documentation cover Spravato, MAT, defensible psychiatric notes, AriaMD setup, and PHQ-9 and GAD-7 scoring.
url: "http://localhost:3000/guides"
type: static
generatedAt: "2026-09-04T06:57:01.805Z"
---

Playbooks
# How-tos for behavioral health documentation.

Spravato, MAT, defensible notes, AriaMD setup, PHQ-9 and GAD-7. Written by clinicians on the team.
       [Latest playbook
## Setting up your AriaMD voice in week one

A five-day checklist: what to correct, what to template, and the settings that stop the same edit from repeating.
   All providers   3 min   Updated Sep 2026    Open guide](/guides/ariamd-voice-week-one)
 1. [G-01
### Documenting a complex outpatient psychiatric medication management visit

How to chart a polypharmacy, partial-response med-management visit: interval history, regimen list, assessment reasoning, and plan.

 - NPs and PAs
     4 min ·  Updated May 2026](/guides/complex-psych-medication-management-visit)
1. [G-02
### Documenting a Spravato session step-by-step

REMS-aware Spravato documentation: pre-session checks, vitals timepoints, observation, discharge criteria, and a sample template.

 - NPs and PAs
     3 min ·  Updated Apr 2026](/guides/spravato-session-documentation)
1. [G-03
### MAT note requirements 2026

What 2026 MAT notes need for buprenorphine, methadone, and naltrexone: intake fields, per-visit items, UDS, and 42 CFR Part 2 handling.

 - NPs and PAs
     4 min ·  Updated Apr 2026](/guides/mat-note-requirements-2026)
1. [G-04
### Writing defensible psychiatric notes with AI in the room

How to edit an AI draft so it does not read as templated: prune filler, vary phrasing, own the assessment, and attest on sign-off.

 - NPs and PAs
- Therapists
     4 min ·  Updated Apr 2026](/guides/defensible-psych-notes-ai)
1. [G-05
### C-SSRS scoring and risk documentation

When to give the C-SSRS, how to score and chart it, and assessment language that holds up if a visit becomes a sentinel event.

 - NPs and PAs
- Therapists
     4 min ·  Updated Mar 2026](/guides/cssrs-risk-documentation)
1. [G-06
### PHQ-9 and GAD-7 scoring and trend documentation

When to give PHQ-9 and GAD-7, how to score and trend them, and how to keep scores structured for MBC reporting.

 - Therapists
- NPs and PAs
     3 min ·  Updated Mar 2026](/guides/phq9-gad7-best-practices)
1. [G-07
### What a psychiatric timeline should hold

What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

 - NPs and PAs
- Therapists
- Administrators
     2 min read ·  Updated Dec 2025](/guides/building-patient-timelines-for-better-psychiatric-care)
1. [G-08
### Psychiatry SOAP notes that support medical necessity

Medical necessity is the right signal, not a long note. How to chart S, O, A, and P so a reviewer can follow the visit.

 - NPs and PAs
- Therapists
     4 min read ·  Updated Dec 2025](/guides/psych-soap-notes-that-prove-medical-necessity)
1. [G-09
### Reviewing mental health service codes

Review E/M codes 99213-99215, add-on codes 90833, 90836, and 90838, and standalone codes 90834 and 90837.

 - Administrators
- NPs and PAs
     4 min read ·  Updated Nov 2025](/guides/ai-compliant-upcoding-mental-health-revenue)

 1. [G-01
### Writing defensible psychiatric notes with AI in the room

How to edit an AI draft so it does not read as templated: prune filler, vary phrasing, own the assessment, and attest on sign-off.

 - Psychiatrists
- NPs and PAs
     4 min ·  Updated Apr 2026](/guides/defensible-psych-notes-ai)
1. [G-02
### C-SSRS scoring and risk documentation

When to give the C-SSRS, how to score and chart it, and assessment language that holds up if a visit becomes a sentinel event.

 - Psychiatrists
- NPs and PAs
     4 min ·  Updated Mar 2026](/guides/cssrs-risk-documentation)
1. [G-03
### PHQ-9 and GAD-7 scoring and trend documentation

When to give PHQ-9 and GAD-7, how to score and trend them, and how to keep scores structured for MBC reporting.

 - NPs and PAs
- Psychiatrists
     3 min ·  Updated Mar 2026](/guides/phq9-gad7-best-practices)
1. [G-04
### What a psychiatric timeline should hold

What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

 - Psychiatrists
- NPs and PAs
- Administrators
     2 min read ·  Updated Dec 2025](/guides/building-patient-timelines-for-better-psychiatric-care)
1. [G-05
### Psychiatry SOAP notes that support medical necessity

Medical necessity is the right signal, not a long note. How to chart S, O, A, and P so a reviewer can follow the visit.

 - Psychiatrists
- NPs and PAs
     4 min read ·  Updated Dec 2025](/guides/psych-soap-notes-that-prove-medical-necessity)

 1. [G-01
### Documenting a complex outpatient psychiatric medication management visit

How to chart a polypharmacy, partial-response med-management visit: interval history, regimen list, assessment reasoning, and plan.

 - Psychiatrists
     4 min ·  Updated May 2026](/guides/complex-psych-medication-management-visit)
1. [G-02
### Documenting a Spravato session step-by-step

REMS-aware Spravato documentation: pre-session checks, vitals timepoints, observation, discharge criteria, and a sample template.

 - Psychiatrists
     3 min ·  Updated Apr 2026](/guides/spravato-session-documentation)
1. [G-03
### MAT note requirements 2026

What 2026 MAT notes need for buprenorphine, methadone, and naltrexone: intake fields, per-visit items, UDS, and 42 CFR Part 2 handling.

 - Psychiatrists
     4 min ·  Updated Apr 2026](/guides/mat-note-requirements-2026)
1. [G-04
### Writing defensible psychiatric notes with AI in the room

How to edit an AI draft so it does not read as templated: prune filler, vary phrasing, own the assessment, and attest on sign-off.

 - Psychiatrists
- Therapists
     4 min ·  Updated Apr 2026](/guides/defensible-psych-notes-ai)
1. [G-05
### C-SSRS scoring and risk documentation

When to give the C-SSRS, how to score and chart it, and assessment language that holds up if a visit becomes a sentinel event.

 - Psychiatrists
- Therapists
     4 min ·  Updated Mar 2026](/guides/cssrs-risk-documentation)
1. [G-06
### PHQ-9 and GAD-7 scoring and trend documentation

When to give PHQ-9 and GAD-7, how to score and trend them, and how to keep scores structured for MBC reporting.

 - Therapists
- Psychiatrists
     3 min ·  Updated Mar 2026](/guides/phq9-gad7-best-practices)
1. [G-07
### What a psychiatric timeline should hold

What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

 - Psychiatrists
- Therapists
- Administrators
     2 min read ·  Updated Dec 2025](/guides/building-patient-timelines-for-better-psychiatric-care)
1. [G-08
### Psychiatry SOAP notes that support medical necessity

Medical necessity is the right signal, not a long note. How to chart S, O, A, and P so a reviewer can follow the visit.

 - Psychiatrists
- Therapists
     4 min read ·  Updated Dec 2025](/guides/psych-soap-notes-that-prove-medical-necessity)
1. [G-09
### Reviewing mental health service codes

Review E/M codes 99213-99215, add-on codes 90833, 90836, and 90838, and standalone codes 90834 and 90837.

 - Administrators
- Psychiatrists
     4 min read ·  Updated Nov 2025](/guides/ai-compliant-upcoding-mental-health-revenue)

 1. [G-01
### Onboarding a 5-provider group practice in week one

A five-day plan for a small group: workspace setup, provider invites, templates, automations, and the week-one metrics that predict adoption.
    4 min ·  Updated Feb 2026](/guides/onboarding-five-provider-group-week-one)
1. [G-02
### What a psychiatric timeline should hold

What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

 - Psychiatrists
- NPs and PAs
- Therapists
     2 min read ·  Updated Dec 2025](/guides/building-patient-timelines-for-better-psychiatric-care)
1. [G-03
### Reviewing mental health service codes

Review E/M codes 99213-99215, add-on codes 90833, 90836, and 90838, and standalone codes 90834 and 90837.

 - Psychiatrists
- NPs and PAs
     4 min read ·  Updated Nov 2025](/guides/ai-compliant-upcoding-mental-health-revenue)

 1. [G-01
### Build a custom intake template in 15 minutes

Build a Nextvisit intake template: editor path, variable tokens, required sections, and when to split into a second template.
    4 min ·  Updated Apr 2026](/guides/build-custom-intake-template)
1. [G-02
### Privacy and 42 CFR Part 2, what changes in your charting

What 42 CFR Part 2 requires for SUD records: who it covers, consent, segregation, disclosure logs, and how it changes the workspace.
    5 min ·  Updated Mar 2026](/guides/privacy-42-cfr-part-2)
1. [G-03
### What a psychiatry AI scribe has to capture

What a psychiatry AI scribe has to capture: DSM-5 templates, live notes, HIPAA handling, EHR export, and audit-ready outcomes.
    2 min read ·  Updated Dec 2025](/guides/top-features-to-look-for-in-an-ai-scribe-for-psychiatry)
1. [G-04
### What matters in a psychiatry AI scribe

Evaluate psychiatry AI scribes for specialty templates, risk language, and session-to-session context.
    3 min read ·  Updated Oct 2025](/guides/choosing-the-best-ai-scribe-for-psychiatry-practices)
                Want a guide we don't have yet?
## Tell us what you'd want to read.

If there's a workflow we haven't covered, send a note. The team writes guides for the questions practices ask us in onboarding, not the ones we guess at.
  [Email the team](mailto:support@nextvisit.ai) [Book a 15-min demo](mailto:hello@nextvisit.ai)     Live in 2 weeks or less   BAA signed by default