Help center
Patient charts.
Medications, uploaded documents, the AI Timeline, tags, practice analytics, and service locations. The chart view that pulls everything together.
- Managing Patient Medications Where to find the medication list, what you can edit, and the status values (Current, Titration, Tapering).
- Uploading Documents to Patient Charts Upload PDFs to a linked patient (25MB max, 0.25 credits). How to attach them during recording or note writing.
- Service Locations Track where patient encounters take place with customizable location settings.
- AI Timeline: Track Patient Progress at a Glance View key life events and treatment milestones automatically organized from your patient encounters.
- Understanding Your Practice Analytics Analytics widgets: top medications, conditions, Rx class, treatment status, and top users.
- How to Create and Use Tags for Patients and Encounters Organize your patients and encounters with custom tags for better workflow management.
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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