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Notes and AI

Note Sections Settings

Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.

How it works

  1. Navigate to Preferences -> AI Settings -> Note Sections
  2. Use the toggle switches to enable or disable each section
  3. Click Save Changes

Enabled sections appear in generated notes. Disabled sections are omitted.

If Mental Status Exam is on, Nextvisit adds that section even when the template has no mental status heading.

Available sections

SectionDescriptionDefault
Patient HistoryRelevant medical history backgroundON
Mental Status ExamPsychological and cognitive status documentationON
Review of SystemsBody systems coverage for thorough documentationON
Therapeutic InterventionPersonalized treatment plan detailsON
Encounter Header & FooterPatient info and provider details added to notesOFF

Each section is independent. Mental Status Exam and Therapeutic Intervention matter most for behavioral health. Enable Header & Footer if your EHR does not already add patient and provider information.

Did this help?

If something is still not working, 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 BAA signed by default