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How it works

You open the app and see your patient. The note is finished before you walk out.

Most progress notes are ready to send in under five minutes.

Nextvisit customer surveys and product metrics, April 2023 to June 2026.

  1. Capture

    Four ways to start a note.

    Use it for telehealth, in-person, or hybrid. Guided (pick the patient first) or ambient (assign the chart after).

    What you get
    • Two-channel speaker separation
    • Audio held in memory, not stored on disk
    • TLS 1.3 in transit, AES-256 at rest if retained
    nextvisit.app/encounter/new
    Live
    Live transcription

    Record live, or dictate after.

    nextvisit.app/encounter/new
    Type
    Quick note

    Type plain text into your template.

    nextvisit.app/encounter/new
    Upload
    Audio file

    Drop a post-visit audio file.

    nextvisit.app/encounter/new
    Device
    Pocket or Plaud AI

    Sync from a Pocket or Plaud.

  2. Generate

    Your note is drafted in your template, not ours.

    AriaMD writes in SOAP, DAP, BIRP, intake, Spravato, TMS, MAT, lithium monitoring, or your house style, with screeners and quotes filled in.

    What lands in the chart
    • Drafted in 47 seconds after the visit ends
    • PHQ-9 and GAD-7 trends appear inline
    • CPT and ICD-10 suggestions, behavioral-health tuned
    nextvisit.app / encounter / Jordan K. / draft
    Jordan K. · Follow-up
    34 yo · MDD, GAD · Sertraline 50 mg
    Drafted in 47s
    TemplateSOAP · Psychiatry follow-upHouse style
    S
    Subjective
    Pt reports improved sleep (~6 h), waking once. Mood "9 or 10" today, down from 16 two weeks ago. Sertraline well tolerated after week-1 nausea.
    O
    Objective
    PHQ-9: 9. GAD-7: 7. Vitals WNL. Affect brighter. No SI/HI.
    A
    Assessment
    MDD recurrent, moderate, partial remission on sertraline 50 mg. GAD comorbid, stable.
    P
    Plan
    Continue sertraline 50 mg. RTC 4 weeks. Sleep hygiene handout sent.
    CPT99214ICD-10F33.1ICD-10F41.1
  3. Encounter lifecycle

    Draft, Processing, Ready, Signed.

    You, supervisors, and subscribed automations can see the state.

    What each state means
    • Draft: created, not yet processed
    • Processing: AriaMD generating the note
    • Ready: waiting for review
    • Signed: locked; downstream events fire
    nextvisit.app / encounter / Jordan K. / processing
    Encounter statusOne state at a time, observable end to end
    1. Draft

      Created, no AI run yet.

    2. Processing

      AriaMD is generating the note.

    3. Ready

      Generated, awaiting review.

    4. Signed

      Locked. Downstream events fire.

    Sign fires the Encounter Signed event. Billing, automations, and patient timeline all subscribe.
  4. Review

    Peer review before you sign.

    A second model flags missing screeners, undocumented advisories, and coding mismatches. Accept a suggestion or insert a one-line template. You stay the clinician of record.

    What it watches for
    • SI / HI screening when SSRIs are involved
    • CPT level supported by the documented complexity
    • Drug interactions for psychotropic combinations
    nextvisit.app / encounter / Jordan K. / review
    AI peer review 12 sections complete 1 advisory
    Subjective

    Pt reports improved sleep, mood PHQ-9 9 ↓ 16 . Sertraline well tolerated. Denied SI .

    SI / HI screening not documented
    Patient is on sertraline with FDA SI advisory. Add a one-line screen.
    Insert template
    CPT 99214 supported
    Two-condition stable, moderate complexity. 99213 also acceptable.
    Use 99214
    Coding suggestions
    CPT99214E/M, established, moderate
    ICD-10F33.1MDD recurrent, moderate
    ICD-10F41.1GAD
  5. Push

    Sign once. The chart closes itself.

    Signing pushes the note to Epic, Athena, or your EHR over FHIR and fires Encounter Signed. Claims, eligibility, fax, and copy-out follow when ICD-10 is assigned.

    What completes automatically
    • FHIR R4 push to Epic, Athena, eClinicalWorks
    • Claim scrubbed and submitted to the payer
    • PHQ-9 and GAD-7 trends posted to the patient chart
    Where it connects
    nextvisit.app / encounter / Jordan K. / chart closed
    Chart closed
    5 of 5 actions completed in 8.6 seconds
    Auto
    1. Note signed2.1s
    2. Eligibility verifiedAetna · 2.4s
    3. Note pushed to EpicFHIR R4 · 1.7s
    4. CPT 99214 billedClaim CLM-48921
    5. PHQ-9 trend postedPatient chart
    RoutingPick once, applied to every visit type
    EpicFHIR Connected
    AthenaAPI Connected
    FaxeFax Available
Behavioral-health notes

What a psychiatric note has to hold.

A psychiatric encounter does not fit a SOAP-with-vitals template. Affect, mental status, SI/HI, polypharmacy, transference, and the patient's own words need the right field. Clinicians who run these visits wrote the prompts, so a 60-minute intake comes out as an intake, not a four-line summary.

Sections in the note
  • Mental status exam
  • Affect & mood
  • Thought process
  • SI / HI screening
  • Polypharmacy review
  • PHQ-9 / GAD-7
  • Patient quotes
  • Risk assessment
  • Treatment plan
  • Medication response
See it on your workflow

Twenty minutes, one mock visit. You leave with a note in your template.

We run a mock session, draft the note, and show the claim. No slides.

Book a demo Talk to sales
Live in 2 weeks or less BAA signed by default