---
title: Customizing Your AI Settings | Nextvisit
description: Configure your AI preferences to match your documentation style and workflow.
url: "http://localhost:3000/help/customizing-ai-settings"
type: static
generatedAt: "2026-09-04T06:57:02.312Z"
---

Notes and AI
# Customizing Your AI Settings

Configure your AI preferences to match your documentation style and workflow.
        Published May 15, 2025  ·  Updated August 30, 2026
These preferences are per-account, not workspace-wide.

## Accessing your AI settings

Two paths:

 1. Click your profile in the bottom left sidebar, then select **AI Preferences**
 1. Go to **Settings**, then **AI Preferences**

Settings are configured per user. There is no way to set global preferences for all users in your workspace.

## Healthcare profession

Select your profession from the dropdown. That sets terminology and documentation conventions for the AI.

## Note components

Choose which sections appear in your progress notes. Toggle on or off:

 - **Patient history**: Adds chart history to the note
 - **Mental status exam**: Adds psychological and cognitive status to generated notes, including intake and custom templates
 - **Review of systems**: Adds body-system review
 - **Therapeutic intervention**: Adds the treatment plan details

Enabling more sections produces broader documentation. Fewer sections allow for more detail in each included area.

## Preferences

Control which AI-powered automations apply to your workflow. These labels are on the **AI Features** tab:

 - **Auto-update Medications**: Automatically update patient medications from session details.
 - **Diagnosis Extraction**: Analyze each session to extract diagnoses from the transcript and context.
 - **Auto-apply Chart Changes**: Skip the review step: medication and diagnosis changes from your sessions are applied to the patient chart automatically.
 - **Review Before Processing**: Hold each session before any processing so you can review and edit the transcript and context first, then send it for processing.
 - **Draft Until Reviewed**: Keep each session in a draft state until you review its proposed medication and diagnosis changes.
 - **Session Context**: Reference prior sessions for continuity in patient care.
 - **Patient Summary**: Generate complexity scores and treatment summaries.
 - **Transcription Enhancements**: Clean up and clarify session transcripts before notes are generated.

## Model settings

 - **Default model**: Your preferred prompt type (e.g., “SOAP Note (Standard)”)
 - **Model instructions**: Extra rules such as “Add a telehealth consent notice to the end of each note” or “Include vitals if mentioned.” The system learns from your edits over time.

## Saving your changes

Click **Save** after making any adjustments. Your settings stay active until you change them.
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