---
title: Notes and AI | Help center | Nextvisit
description: 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. Page 1 of 2.
url: "http://localhost:3000/help/category/notes-and-ai"
type: static
generatedAt: "2026-09-04T06:57:01.885Z"
---

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.  Updated Aug 2026](/help/custom-template-guide)
- [Customizing Your AI Settings Configure your AI preferences to match your documentation style and workflow.  Updated Aug 2026](/help/customizing-ai-settings)
- [Writing a note or uploading a session recording Start a note directly, or upload an existing audio recording to be transcribed and written up.  Updated Aug 2026](/help/new-note-and-upload-audio)
- [Note Sections Settings Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.  Updated Aug 2026](/help/note-sections-settings)
- [Understanding Progress Note Templates Learn about the different templates available and how to choose the right one for your patient encounters.  Updated Aug 2026](/help/progress-note-templates)
- [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.  Updated Aug 2026](/help/recording-a-session)
- [Using AriaMD Open AriaMD from the sidebar, talk with Talk to Aria (Beta), and see remaining credits.  Updated Aug 2026](/help/using-ariamd)
- [Edit a note with Aria Ask Aria to change an unsigned encounter note, preview the result, then apply or discard.  Updated Aug 2026](/help/edit-a-note-with-aria)
- [How to View and Restore Progress Note Version History Open version history on an unsigned note, preview a prior save, and restore it.  Updated Aug 2026](/help/note-version-history)
- [AI Settings Overview Six AI Settings tabs: Profession, Note Sections, Verbosity, Voice Style, AI Features, and Note Template.  Updated Jan 2026](/help/ai-settings-overview)
- [Custom Instructions Settings Add standing instructions on Preferences -> AI Settings -> Note Template. Examples for consent, ICD-10, and billing.  Updated Jan 2026](/help/custom-instructions)
- [Profession Settings Set Profession under AI Settings. Behavioral-health shortcuts plus the full searchable list.  Updated Jan 2026](/help/profession-settings)
                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.
  [Email support](mailto:hello@nextvisit.ai) [Book a 15-min demo](mailto:hello@nextvisit.ai)     Live in 2 weeks or less   BAA signed by default