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How it works

Open the app. Talk to your patient. Walk out with a finished note.

Five steps from open-the-app to chart-closed. Most clinicians draft their first usable note inside ten minutes, between sessions, no implementation team required.

  1. Capture

    Four ways to start a note. We listen, you talk, type, or upload.

    Live mic, dictation, typed quick note, audio file upload, or a connected hardware recorder. Multi-speaker for combined sessions, telehealth, in-person, or hybrid. No hotword, no headset, no implementation team. Each method works in either guided mode (you pick the patient first) or ambient mode (you assign the chart afterward).

    What you get
    • Two-channel speaker separation by default
    • 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 the visit live, or dictate after. Multi-speaker by default. The most common path for in-person and telehealth.

    nextvisit.app/encounter/new
    Type
    Quick note

    Type the visit highlights in plain text. AriaMD reformats them into your template, with placeholders flagged for the missing fields.

    nextvisit.app/encounter/new
    Upload
    Audio file

    Drop an audio recording from after the visit. Same engine, same template output, same screener detection as live.

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

    Connect a Pocket or Plaud audio recorder and notes auto-import. Say the patient name and DOB in the first minute and the encounter auto-links to the chart.

  2. Generate

    Your note is drafted in your template, not ours.

    AriaMD writes in the format you already use, SOAP, DAP, BIRP, intake, Spravato, TMS, MAT, lithium monitoring, or your house style. Subjective and objective sections come back populated with the screeners and quotes that matter.

    What lands in the chart
    • Drafted in roughly 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

    Every encounter moves through four observable states.

    From the moment a recording is created until the chart is locked, an encounter sits in one of four states: Draft, Processing, Ready, or Signed. The state is visible to you, your supervisors, and any automation subscribed to it, so nothing falls into a black box between capture and signing.

    What each state means
    • Draft, created but not yet AI-processed
    • Processing, AriaMD is generating the note
    • Ready, note is generated and waiting for review
    • Signed, locked and 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

    AI peer review catches the gaps before you sign.

    A second model reads the draft and flags missing screeners, undocumented advisories, and coding mismatches. Click to accept a suggestion or use a one-line template insertion. 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.

    Note pushed to Epic, Athena, or your EHR over FHIR. Signing fires the Encounter Signed event, creates a claim if ICD-10 codes are assigned, and runs any automations subscribed to that event. Eligibility verified, screener trends posted back to the chart, fax and copy-out still here for the workflows that need them. The chart is closed before the patient is back in their car.

    What completes automatically
    • FHIR R4 push to Epic, Athena, eClinicalWorks, and more
    • 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
Why this is different

What makes a behavioral-health note different.

A psychiatric encounter doesn't fit the SOAP-with-vitals template that general scribes were trained on. Affect, mental status, thought process, suicidal and homicidal ideation, polypharmacy interactions, transference, and the patient's own words all matter, and they all need to land in the right field. Nextvisit's prompts, screeners, and templates were written by clinicians who actually run these visits. That's why a 60-minute intake comes out as a complete intake, not a four-line summary.

Sections we get right
  • 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 live, draft the note, and walk through what the downstream claim would look like. No slides. No sales deck.

Book a demo Talk to sales
Live in 2 weeks or less BAA signed by default 30-day money back