--- title: How it works | Nextvisit description: Capture, generate, review, and push. Most progress notes are ready to send in under five minutes. url: "http://localhost:3000/how-it-works" type: static generatedAt: "2026-09-04T06:57:02.750Z" --- 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. 01 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 Recording 02:14 Live Live transcription Record live, or dictate after. Pt reports stable mood, sleep improved. PHQ-9 last week: 8 (down from 14). No SI/HI. Continue current regimen. Type Quick note Type plain text into your template. visit-04-19.m4a Upload Audio file Drop a post-visit audio file. Auto-link to chart Device Pocket or Plaud AI Sync from a Pocket or Plaud. 1. 02 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-up34 yo · MDD, GAD · Sertraline 50 mg Drafted in 47s TemplateSOAP · Psychiatry follow-upHouse styleSSubjectivePt 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.OObjectivePHQ-9: 9. GAD-7: 7. Vitals WNL. Affect brighter. No SI/HI.AAssessmentMDD recurrent, moderate, partial remission on sertraline 50 mg. GAD comorbid, stable.PPlanContinue sertraline 50 mg. RTC 4 weeks. Sleep hygiene handout sent.CPT99214ICD-10F33.1ICD-10F41.1 1. 03 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. / processingEncounter statusOne state at a time, observable end to end 1. Draft Created, no AI run yet. 1. Processing AriaMD is generating the note. 1. Ready Generated, awaiting review. 1. Signed Locked. Downstream events fire. Sign fires the Encounter Signed event. Billing, automations, and patient timeline all subscribe. 1. 04 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. / reviewAI 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 documentedPatient is on sertraline with FDA SI advisory. Add a one-line screen.Insert templateCPT 99214 supportedTwo-condition stable, moderate complexity. 99213 also acceptable.Use 99214Coding suggestionsCPT99214E/M, established, moderateICD-10F33.1MDD recurrent, moderateICD-10F41.1GAD 1. 05 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 - [Insurance and billing Claim status, eligibility, denials, and ledger.](/insurance-and-billing) - [Automations Scheduled or event-triggered AriaMD prompts.](/automations) - [Chrome extension Drag accepted note sections into the EHR.](/chrome-extension) ****** nextvisit.app / encounter / Jordan K. / chart closedChart closed5 of 5 actions completed in 8.6 secondsAuto 1. Note signed2.1s 1. Eligibility verifiedAetna · 2.4s 1. Note pushed to EpicFHIR R4 · 1.7s 1. CPT 99214 billedClaim CLM-48921 1. PHQ-9 trend postedPatient chart RoutingPick once, applied to every visit typeEpicFHIR ConnectedAthenaAPI ConnectedFaxeFax 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](https://nextvisit.cal.com/ryan/demo) [Talk to sales](mailto:hello@nextvisit.ai) Live in 2 weeks or less BAA signed by default