Accessing AI settings
Location: Preferences -> AI Settings
Settings categories
AI Settings are organized into six tabs:
| Tab | What It Controls |
|---|---|
| Profession | Adjusts terminology and formatting for your healthcare specialty |
| Note Sections | Choose which clinical sections appear in your notes |
| Verbosity | Control how detailed your notes are |
| Voice Style | Set the writing tone and structure |
| AI Features | Enable automated features like medication updates |
| Note Template | Select note format and add custom instructions |
Default configuration
Nextvisit AI comes pre-configured for behavioral health documentation:
- Profession: Psychiatrist
- Note Sections: All enabled except Header/Footer
- Verbosity: Standard
- Voice Style: Naturalistic
- AI Features: All enabled
- Note Template: SOAP Note (Standard)
Saving your changes
- Each tab has its own Save Changes button at the bottom
- A success confirmation appears at the top of the page when saved
- Settings persist across browser sessions and devices
- Changes apply to all future sessions (existing notes are not modified)
If settings are not applying: confirm you clicked Save Changes, refresh to verify, and check you are in the correct workspace. To restore defaults, contact support or reselect the values above.