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Resources

Long-form how-tos for behavioral health documentation.

Practical, specialty-specific guides written by clinicians on the team. No fluff, no SEO bait, no five-page intros.

The library

Guides we maintain.

Guide 16 min

Documenting a complex outpatient psychiatric medication management visit

A structured approach to charting the polypharmacy, partial-response, comorbidity-heavy med-management visit. Where the HPI ends and the assessment begins, and the prose patterns that hold up to peer review.

For Psychiatrists, NPs and PAs
Guide 14 min

Documenting a Spravato session step-by-step

REMS-aware documentation, observation period, vitals capture, and the assessment language that holds up to a payer audit. Includes a sample template.

For Psychiatrists, NPs and PAs
Guide 9 min

Setting up your AriaMD voice in week one

A daily checklist for the first five days. What to correct, what to template, and the small moves that compound into a draft you barely edit.

For All providers
Guide 18 min

MAT note requirements 2026

Buprenorphine, methadone, and naltrexone documentation requirements at the federal and state level. What belongs in the note, in what order, and why each piece is there.

For Psychiatrists, NPs and PAs
Guide 12 min

Build a custom intake template in 15 minutes

A walkthrough of the Nextvisit template editor, variable tokens, and the small structural choices that make a new-patient intake template feel like your own from the first visit.

For All providers
Guide 22 min

Writing defensible psychiatric notes in the age of AI

How to use AI drafts without producing AI-shaped notes. Editing patterns, sourcing, sign-off, and the attestation language we recommend.

For Psychiatrists, NPs and PAs, Therapists
Guide 13 min

C-SSRS in the chart, best practices for risk documentation

How to administer the Columbia Suicide Severity Rating Scale, what belongs in the note, and the assessment language that holds up to a chart review when a bad day becomes a sentinel event.

For Psychiatrists, NPs and PAs, Therapists
Guide 11 min

PHQ-9 and GAD-7 best practices

Administering, scoring, and trending validated screeners. How to keep them on the chart in a way that supports MBC reporting without adding clicks.

For Therapists, NPs and PAs, Psychiatrists
Guide 15 min

Privacy and 42 CFR Part 2, what changes in your charting

A practical read on the federal confidentiality rule for substance use disorder records, what it actually requires in the chart and the workspace, and the day-to-day decisions clinicians and administrators have to make.

For All providers
Guide 14 min

Onboarding a 5-provider group practice in week one

A day-by-day plan for getting a small group practice live on Nextvisit in five business days, with workspace setup, provider onboarding, template strategy, and the first-week metrics that predict whether adoption sticks.

For Administrators
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