Run on a recurring clock
Daily, weekday, weekly, or monthly. Default is daily at 09:00 in the workspace timezone. Useful for end-of-day summaries, weekly cohort reviews, and morning briefs.
Automations
Let AriaMD do the busywork on a schedule, or in response to a clinical event.
Turn your structured workflows into background jobs. Write a prompt, pick when it runs, and AriaMD does the rest with the tools it already uses inside the chart.
Schedule it, or fire it on a clinical signal.
Most teams start with one daily summary, then add event-based tasks once they see what AriaMD can do without supervision.
Run when something clinical happens
Pick one or many of seven workspace events. Each match fires the task once. Useful for sign-time QA, OCR follow-ups, and fax routing.
Wire AriaMD to the moments that matter.
Each event fires the task once per match. Combine multiple events on a single task for one prompt that responds to several signals.
Encounters
Encounter Signed
A provider signs an encounter and locks the note.
Often paired with peer-review summaries or claim QA.
Encounters
Note Processed
AriaMD finishes drafting a SOAP note from the recording.
Useful for routing notes to supervisors before sign-off.
Encounters
Service Location Assigned
A service location is added or changed on an encounter.
Run telehealth versus in-person modifier checks.
Encounters / Insurance
Billing Code Assigned
A CPT or ICD-10 code is applied or accepted on an encounter.
Trigger pre-submission audits or denial-risk scoring.
Files
Document OCR Complete
OCR processing finishes on an uploaded document.
Summarize new intake forms or external records.
Fax
Fax Received
An inbound fax lands in the workspace.
Classify, route to a patient, or summarize for the chart.
Virtual Fax add-onFax
Fax Delivered
An outbound fax delivery confirms.
Close out referral loops or update care-team timelines.
Virtual Fax add-onFive fields. Up to 10,000 characters of prompt.
Task name and prompt define the work. Intelligence level sets the model and credit cost. When to run picks schedule or events. Available tools control what AriaMD can read.
nextvisit.app / apps / tasks / new
New AI task
Configure
256 / 10,000
Plain language. Reference patient cohorts by tag, and tools to call by name.
Intelligence level
When to run
TimezoneWorkspace · America/New_York
Daily at 09:00 AM is the default for most teams.
Pick one or many. The task runs once per matching event.
Available tools
Pay for the level of reasoning the task actually needs.
Every task picks one of four levels. Ultra plans across the chart. Budget runs short, simple jobs. Switch any time.
Ultra
$$$$Complex, multi-step tasks
Cross-chart reasoning, longitudinal synthesis, anything that needs planning across multiple data points.
Normal
$$$Balanced default
Reliable for most prompts. Good for note QA, cohort summaries, and structured letters.
Fast
$$Quick, simple tasks
Single-shot prompts and lightweight summarization at lower latency.
Budget
$Lowest credit cost
High-volume, low-complexity work where every credit counts. Triage classification, tagging, and short extracts.
Workspace plans are metered in AI credits. The pricing page shows the credit ladder per tier.
What each task can read while it runs.
Tools scope the data AriaMD touches. Patients and Encounters are on by default so most tasks work without extra wiring. Documents and Web search opt in per task.
Patients
Default ONRead demographics, tags, and panel filters. Reference cohorts by tag inside the prompt.
Encounters
Default ONRead signed and draft encounters, notes, transcripts, and accepted codes.
Documents
Default OFFRead OCR-processed files in the workspace. Off by default to keep prompts cheap and scoped.
Web search
Default OFFLook up clinical guidelines, monographs, and reference data online. Off by default; enable per task.
Where the signals come from, and where they go.
Encounters, Files, and Fax emit clinical events. Automations and Insurance consume them. AriaMD acts on the prompt with the tools enabled on the task.
Sources
Encounters
Files
Fax
- Encounters Encounter Signed Automations
- Encounters Note Processed Automations
- Encounters Billing Code Assigned Insurance (claim)
- Files Document OCR Complete Automations
- Fax Fax Received Automations
- Fax Fax Delivered Automations
- Encounters Service Location Assigned Automations
Consumers
Insurance
Automations
AriaMD
Encounters with ICD-10 codes auto-create claims in Insurance. The same Encounter Signed event also fires the Automations runtime, so a single signing can publish a claim, update the patient timeline, and run a peer-review summary in parallel.
See it on your workflow
Twenty minutes, one mock visit. You leave with a note in your template.
We run a mock session live, draft the note, and walk through what the downstream claim would look like. No slides. No sales deck.
Live in 2 weeks or less BAA signed by default 30-day money back