Every part of the chart, built for what a behavioral health visit actually documents.
The complete capability list. Most teams adopt three or four of these in week one.
Session Recorder
Open it, pick a template, pick a patient. The AI listens live: timestamped transcription, scales scoring on the fly, codes staging before the visit ends. Click End and the SOAP draft is already on the encounter. Pre-session context auto-populates from the chart. Notes, scales, files, and coding sit one click away. Telehealth Mode pulls the patient's audio straight from a Zoom or Doxy tab and mixes it with your mic in the browser, so the transcript carries both sides at clean line level instead of muffled speaker bleed.
Try the interactive demoAriaMD AI Assistant
AriaMD runs across the workspace, not just inside a visit. 37+ tools: create and edit patients, edit encounters, run cited research, generate prior authorizations, check eligibility, produce custom PDFs, troubleshoot. The more you use it, the more it sounds like you.
See the automations enginePatient Timeline
One entry per signed encounter. The chart sidebar shows a concise summary; click in for history, significance, changes, and the patient quotes that anchor each entry. Treatment Pulse runs longitudinal analysis live across the full chart.
See patient intelligence- W2Sertraline 25mg
- W6Increase 50mg
- W10Partial remission
Custom Templates
SOAP, DAP, BIRP, Intake, Spravato, TMS, MAT, Lithium monitoring, and your own. Templates carry variable tokens that AriaMD fills with live chart data: [patient_name], [dob], [age], [profession], [duration]. The same template surface drives encounters and automation prompts, so what you author once runs everywhere.
Browse the template libraryAI-Assisted Peer Review
Catches gaps and inconsistencies before you sign. In every encounter, Peer Review sits alongside Note, Transcript, and Context. Each flag anchors back to the line it refers to. Optional second pair of eyes for supervision and training.
See analytics and reportingFiles and OCR, all searchable
Hierarchical storage across four folders: Aria Artifacts, Aria Uploads, Patients, and Shared. Every upload runs OCR on ingest, so a scanned ROI release or faxed records packet is searchable like a typed note. The Document OCR Complete event fires on every ingest, so you can route inbound faxes, auto-tag prior records by sender, or push intake data into the chart hands-off.
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Intake form - new patient.pdf 4 pages OCR doneOCR hit "primary concern: anxiety, sleep getting worse" extracted at p. 2
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ROI release - Dr. Smith.pdf 1 page OCR doneOCR hit Signature + scope of release indexed; expires 2026-11-04
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Recent labs - CBC, CMP.pdf 3 pages IndexedOCR hit TSH 4.8, lithium 0.7 mEq/L pulled into chart context
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Insurance card.jpg 1.2 MB OCR doneOCR hit Member ID, group, and BIN auto-matched to BCBS PPO
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Prior records request.docx 2 pages OCR runningOCR hit Pipeline: Upload → OCR → Searchable
document.ocr.complete
Coding & Billing
CPT and ICD-10 suggestions tuned for behavioral health. 90834 vs 90837, F-codes that map to your assessment. The medications widget pairs each prescription with its ICD; the coding widget auto-suggests CPT with duration and modifier inputs ready. Confidence scores on every suggestion. Signed encounters with ICD-10 auto-create a claim.
See the full revenue cycle- Patient reports 32 minutes of psychotherapy this visit.
- PHQ-9 score 14, third recurrence documented.
- Sleep onset and maintenance issues noted in HPI.
EHR Integration
Push notes directly to most behavioral-health EHRs: Epic, Athena, eClinicalWorks, Osmind, Kalix, SimplePractice, and more. FHIR R4 and HL7 v2 cover most stacks; partner integrations cover the rest; copy-out and fax fallback handles the long tail. The bundle ships note, CPT, ICD-10, and screener scores in one push.
Pair with billing- Progress note 4.2 KB
- CPT · 99214 —
- ICD-10 · F33.1, F41.1 —
- PHQ-9 · 9 —
Chrome extension
A persistent sidebar that runs next to your EHR and drags finished SOAP sections into the chart. Same workspace as the web app, same auth, same sessions.
See install walkthrough and FAQ- Drag into EHR
- Persistent sidebar
- Light or dark
On the Go
Capture-anywhere workflows for visits that don't happen at a desk: home visits, walk-and-talks, multi-location clinics. Capture on whatever you're carrying; everything syncs back the moment you reach Wi-Fi.
The rest of what ships in the same workspace.
Every capability above is wrapped by a wider platform: revenue cycle, automations, fax, longitudinal AI, integrations, security, and the encounter lifecycle that ties them together. Each item below has its own dedicated page when there is more to say.
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Insurance and billing
A six-tab revenue-cycle module inside the same workspace as the chart. Signed encounters with ICD-10 codes auto-create claims; eligibility runs at scheduling, intake, or on demand; denials surface with the next action attached.
- Real-time eligibility: coverage, deductible, copay, OOP max, covered services
- Claim lifecycle: Pending, Submitted, Accepted, Paid, Denied, Partially Paid
- Per-claim actions: view detail, resubmit, appeal, mark as paid
- Reports: aging, payer collection rates, denial analysis
- Enrollment: provider NPI, payer participation, effective dates, credentialing
- Workspace ledger across every patient and payer
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Automations and AI Tasks
Schedule AriaMD on a recurring clock or wire it to a clinical event. Up to 10,000 characters of prompt, four intelligence levels, scoped tools per task. Same engine that powers the chart, run unattended.
- Schedule mode: daily, weekday, weekly, or monthly
- Seven event triggers: Encounter Signed, Note Processed, Service Location Assigned, Billing Code Assigned, Document OCR Complete, Fax Received, Fax Delivered
- Intelligence levels: Ultra, Normal, Fast, Budget
- Available tools: Patients and Encounters on by default; Documents and Web search opt in
- In-app notifications and a per-task run log
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Virtual Fax
HIPAA-compliant inbound and outbound fax indexed in the workspace. Inbound faxes land in Files, OCR-processed and searchable. Outbound from any encounter, ROI release, or referral letter. Fires the Fax Received and Fax Delivered automation events for routing and follow-up.
- Inbound fax: OCR on ingest, tagged by sender, attached to a chart
- Outbound fax: from any encounter, ROI release, or referral letter
- Status visible inline: queued, delivered, failed
- Drives Fax Received and Fax Delivered events for AriaMD automations
- Available as a paid workspace add-on
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Patient intelligence
Treatment Pulse runs a seven-step longitudinal analysis on every patient load. The AI Timeline lays out one AI-authored entry per signed encounter. Scales and exams are scored, trended, and cross-referenced. The full thirteen-section patient profile is its own surface.
- Treatment Pulse: trajectory, medication response, scale movement, plan adherence, risk flags
- AI Timeline: one chronological entry per signed encounter, tied to source dates
- Scales and exams: PHQ-9, GAD-7, C-SSRS, AUDIT, custom screeners, all trended
- Thirteen-section patient profile: demographics, insurance, ledger, care team, session history, medications, conditions, allergies, scales, documents
- Every step observable: which encounters and which scales the model pulled from
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Integrations: API, OAuth, MCP
The Nextvisit workspace is an open clinical surface. API keys, OAuth applications, and an MCP server each give a different kind of caller the same workspace-scoped view of patients, encounters, notes, and codes. PHI access stays inside the workspace boundary on every path.
- Workspace-scoped API keys, generated under Settings, Tools and AI
- OAuth applications for partner apps and pipelines
- MCP server: Claude, ChatGPT, and local LLMs read structured chart data through a typed tool surface
- Insurance Coding settings: default ICD-10 sets, confidence threshold, specialty rules
- Same audit trail across every integration path
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Security and compliance
Mental-health data sits at the top of the sensitivity scale. The certifications, controls, and PHI boundaries reflect that. ISO/IEC 42001 is rare in this category and was pursued so procurement teams have what they need without back-and-forth.
- HIPAA, SOC 2 Type II, ISO/IEC 42001 (AI management systems)
- BAA available by default; US-hosted on infrastructure with HIPAA BAAs
- Encrypted in transit (TLS 1.3) and at rest (AES-256)
- No model training on customer PHI, ever
- SSO, SCIM provisioning, role-based access, audit logs
- Configurable retention; recordings deleted on signature
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Encounter lifecycle
Every encounter moves through four observable states: Draft, Processing, Ready, Signed. The state is visible to the clinician, supervisors, and any automation subscribed to it, so nothing falls into a black box between capture and signing.
- Draft: created but not yet AI-processed
- Processing: AriaMD is generating the note
- Ready: note is generated and waiting for review
- Signed: locked, fires Encounter Signed and downstream automations
- Unsign requires confirmation; service location assignment is its own event
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Templates and variable tokens
Reusable prompt templates with variable token substitution. Used as note formats for new encounters and as prompt bodies inside automations. AriaMD replaces tokens with real chart data at runtime.
- Tokens: [patient_name], [dob], [age], [gender], [profession], [provider_name], [duration]
- Note formats: SOAP, DAP, BIRP, Intake, Spravato, TMS, MAT, Lithium monitoring
- Custom templates per provider, per workspace, per visit type
- Same template surface drives encounters and automations
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Service locations
Service locations are first-class objects, not free text. Assign one per encounter, route place-of-service to claims automatically, and filter the panel, the schedule, and analytics by location. The same list powers Telehealth, in-clinic, and home-visit splits.
- Per-encounter assignment with its own automation event
- Drives place-of-service on outbound claims
- Filters notes, panel views, and analytics by location
- Multi-site practices keep one workspace, many addresses
- One source of truth across schedule, chart, and ledger
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Exports and print
Export any signed encounter as a branded PDF with the practice header, ready for an insurance request, a payer audit, or a referral letter. Generate a patient handout from the visit in seconds. Print a current-medication list in large type, straight from the chart or the medications widget.
- Encounter PDF: practice header, full SOAP, codes, signature block
- Patient handout: visit summary printed or sent on the spot
- Large-print medication list from the chart or meds widget
- Audit-ready formatting for payer requests and records subpoenas
- No copy-and-paste workflow needed for shared records
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Workspaces and multi-tenancy
Provider+ and Group plans include multiple workspaces. Split cost-centers, service lines, supervisors, or contracts cleanly. Each workspace has its own ledger, roster, providers, and detailed audit log. PHI never crosses the boundary; admins move providers between workspaces with a click.
- Multiple workspaces included on Provider+ and Group plans
- Each workspace is its own tenant: ledger, roster, providers
- Admin audit log: detailed access and system history
- Per-user time zones; one workspace, many regions
- Desktop, tablet, and mobile from the same login
- Instant switch between workspaces, no re-login
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Practice analytics
Roll the panel up into one view: top medications, drug classes, ICD-10 distribution, retention, visit cadence, and treatment-outcome trends. Built from the same signed encounters that drive the chart, so the numbers match the notes by definition.
- Top medications and prescription classes across the panel
- Diagnosis distribution and severity at a glance
- Retention and visit-cadence cohort views
- Outcome trends from PHQ-9, GAD-7, and custom scales
- Drill from any chart down to the underlying patients
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Onboarding and imports
Designed for week-one switches off Osmind, Kalix, SimplePractice, or a spreadsheet. Import a roster from a CSV with auto-mapped fields and validation. Upload profile images per chart. Every chart has a comments area for office and provider notes that should not live inside the encounter.
- Patient CSV import with auto-mapped fields
- Per-chart profile image upload, encrypted at rest
- Per-chart comments area for office and provider notes
- Bulk-apply tags, providers, and locations on import
- No vendor consultant required for the first 100 patients
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Rich text editor
A native rich-text editor across notes, templates, automations, and intakes. Headings, lists, tables, links, code, blockquotes, and inline variable tokens. The same surface in the chart, the encounter editor, and the template builder, so what you draft is what your colleague reads.
- Headings, lists, tables, code, blockquotes, hyperlinks
- Variable tokens render inline as the chart fills them in
- Same editor in encounters, templates, automations, intakes
- Keyboard shortcuts for clinicians who type fast
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.