Help center
All help articles.
Every guide, FAQ, and how-to in one list. Sorted by most recently updated.
- EHR and integrations Managing API Keys for Third-Party Integrations Create, view, and manage API keys for connecting external applications to your Nextvisit AI account.
- EHR and integrations Nextvisit MCP Server Connect Claude, ChatGPT, or a local LLM to Nextvisit over MCP. Endpoint, OAuth, tools, scopes, and troubleshooting.
- Getting started What is Nextvisit Go? Nextvisit Go is a separate note workspace for non-prescribing therapists and counselors. How it differs from the main Nextvisit platform.
- Workspace and billing Plans and pricing Nextvisit Go, Provider+, and Enterprise. What each includes, monthly vs. annual billing, AI credits, and paid add-ons.
- Getting started Session Timeouts (Auto Log Off) Why am I being logged out? Understanding automatic session timeouts and how to stay signed in.
- Getting started What is Nextvisit AI, and how can it benefit my practice? An overview of Nextvisit AI for clinical documentation and how it benefits behavioral health practices.
- Workspace and billing Managing Your User Profile Access and customize your account settings, security options, and session management.
- Workspace and billing Accessing Your Billing Portal How workspace admins open Billing Portal, what it shows, and how Stripe stores card data.
- Notes and AI Custom Template Guide Write a custom note template: placeholders, instruction blocks, examples, and a starter SOAP.
- Notes and AI Customizing Your AI Settings Configure your AI preferences to match your documentation style and workflow.
- Getting started Getting more help What to do when something looks wrong and this help center does not cover it.
- Notes and AI Writing a note or uploading a session recording Start a note directly, or upload an existing audio recording to be transcribed and written up.
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