Use this checklist to tune AriaMD for routine visit types. Correct repeated errors during the week.
Day 1: just chart the way you would
Do not optimize on day one. Run Aria on every visit. Edit drafts the way you would edit any draft. The system records the diff between what it produced and what you signed. That diff is the cleanest signal of what you actually wanted.
End-of-day checklist:
- Did you run Aria on every routine visit? (Yes is the goal.)
- Did you edit drafts to match how you actually chart? (Yes.)
- Were any drafts so far off that you discarded them and started over? (If yes, note the visit type. Day three is for that.)
Time spent: zero extra minutes. Chart normally.
Day 2: notice what you are editing repeatedly
After a second day, the same change shows up two or three times. Examples from real users:
- “Changing ‘patient denies suicidal ideation’ to ‘no SI reported’ every time.”
- “Moving the medication list from inside the HPI to its own line.”
- “Reformatting the MSE from a paragraph to bullet points.”
- “Changing ‘follow-up in 4 weeks’ to ‘RTC 4 weeks.’”
Write the patterns down. Three to five repeated edits is typical.
End-of-day checklist:
- List the 3 to 5 corrections you made repeatedly today.
- Decide which are stylistic (the system can learn these) vs. structural (better as a template setting).
Time spent: 5 minutes at end of day.
Day 3: turn structural preferences into settings
Open Nextvisit settings. The structural levers are there: bullet vs paragraph for MSE, “no reported” vs “patient denies,” default follow-up format, and whether the assessment is a numbered list or prose.
Set these once. Recurring structural corrections leave the edit pass.
End-of-day checklist:
- Style preferences updated to match how you chart.
- Edits today decreased compared to days 1 and 2. (Should be visible.)
- Recurring corrections that are not settings: those are stylistic, and the system is learning them.
Time spent: 10 minutes.
Day 4: build your first custom template
Most clinicians have one or two visit types the defaults miss: a structured new-patient intake, a return visit with a fixed question set, a med-management follow-up with a fixed format.
Pick one. Open the template editor, paste an anonymized sample of how you actually write that visit, and convert it into a reusable template. Apply it to the next two or three visits of that type. The third pass should be close to your final note.
End-of-day checklist:
- One custom template imported and refined.
- That template applied to at least two visits.
- Edits on those visits trending toward minimal.
Time spent: 15 minutes for setup, then time saved on every later visit of that type.
Day 5: review what you have and tune
Open the personalization summary in settings (Nextvisit shows active style preferences in plain English). Confirm they match how you chart. Edit anything that does not. Reset and retrain anything that went the wrong way.
End-of-day checklist:
- Active style preferences match how you chart.
- You have at least one custom template running.
- Editing time per draft is meaningfully lower than day 1.
- Anything still consistently wrong is in a support ticket or a question for your account team.
Time spent: 10 minutes.
Administrative time
AriaMD reduces provider administrative time by 70%, based on Nextvisit customer surveys and product metrics from April 2023 to June 2026.
What week 2 looks like
Continue to tune custom templates for visit types that the defaults miss.