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Your dashboard

Last time, overdue notes, aging, and starting a visit from Dashboard.

Open Dashboard. The heading is a greeting with your first name.

When unsigned notes are waiting, the line under the greeting shows overdue notes (48 hours or more), aging (24 hours or more), or notes to review. overdue notes opens Sessions with Status Overdue. aging and notes to review open Sessions.

Pick up where you left off lists recent sessions. Unsigned notes can show Overdue or Aging. All sessions opens the full list. Sessions can filter Status Overdue and badge rows Overdue or Aging.

Find a patient (optional) scopes the visit. Last time shows the last note, homework, and chart facts. First session shows when there is no prior note. Last visit is still writing shows while that note is still processing. Open last note opens the session. When the last visit is old, Last time shows It’s been a while. and hides homework.

Start recording, Write a note, and Upload audio start a visit for the selected patient, or with no patient selected.

Classic view switches to the widgets layout.

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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