Help center
Notes and AI.
Recording sessions, Write a note, Upload audio, progress note templates, custom templates, AI Peer Review, version history, and the Context area. Write notes faster without losing accuracy.
- Custom Template Guide Write a custom note template: placeholders, instruction blocks, examples, and a starter SOAP.
- Customizing Your AI Settings Configure your AI preferences to match your documentation style and workflow.
- Writing a note or uploading a session recording Start a note directly, or upload an existing audio recording to be transcribed and written up.
- Note Sections Settings Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.
- Understanding Progress Note Templates Learn about the different templates available and how to choose the right one for your patient encounters.
- How to record a live session Record a live session: pick a template and patient, transcribe, add scales and codes, then End. Includes Telehealth Mode.
- Using AriaMD Open AriaMD from the sidebar, talk with Talk to Aria (Beta), and see remaining credits.
- Edit a note with Aria Ask Aria to change an unsigned encounter note, preview the result, then apply or discard.
- How to View and Restore Progress Note Version History Open version history on an unsigned note, preview a prior save, and restore it.
- AI Settings Overview Six AI Settings tabs: Profession, Note Sections, Verbosity, Voice Style, AI Features, and Note Template.
- Custom Instructions Settings Add standing instructions on Preferences -> AI Settings -> Note Template. Examples for consent, ICD-10, and billing.
- Profession Settings Set Profession under AI Settings. Behavioral-health shortcuts plus the full searchable list.
Still stuck?
The team is one email away.
Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days.
Live in 2 weeks or less
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