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Playbooks

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.

Psychiatrists

8 guides
  1. 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.

    • NPs and PAs
    14 min
  2. 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.

    • NPs and PAs
    18 min
  3. 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.

    • NPs and PAs
    • Therapists
    22 min
  4. 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.

    • NPs and PAs
    • Therapists
    13 min
  5. 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.

    • Therapists
    • NPs and PAs
    11 min
  6. Longitudinal Patient Timelines in Psychiatry: A Clinical Guide

    A longitudinal patient timeline is a visual summary that tracks a psychiatric patient's symptoms, medications, diagnoses...

    • NPs and PAs
    • Therapists
    • Administrators
    4 min read
  7. How to Write Psychiatry SOAP Notes That Support Medical Necessity

    Medical necessity isn't about long notes. It's about the right signal presented clearly.

    • NPs and PAs
    • Therapists
    6 min read
  8. Your Practice Is Losing $20K Monthly Because You're Billing 99213s for 99215 Work

    Mental health practices lose thousands monthly not from lack of patients, but from consistently billing below the complexity their documentation supports.

    • Administrators
    • NPs and PAs
    8 min read

Therapists

5 guides
  1. 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.

    • Psychiatrists
    • NPs and PAs
    22 min
  2. 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.

    • Psychiatrists
    • NPs and PAs
    13 min
  3. 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.

    • NPs and PAs
    • Psychiatrists
    11 min
  4. Longitudinal Patient Timelines in Psychiatry: A Clinical Guide

    A longitudinal patient timeline is a visual summary that tracks a psychiatric patient's symptoms, medications, diagnoses...

    • Psychiatrists
    • NPs and PAs
    • Administrators
    4 min read
  5. How to Write Psychiatry SOAP Notes That Support Medical Necessity

    Medical necessity isn't about long notes. It's about the right signal presented clearly.

    • Psychiatrists
    • NPs and PAs
    6 min read

NPs and PAs

8 guides
  1. 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.

    • Psychiatrists
    14 min
  2. 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.

    • Psychiatrists
    18 min
  3. 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.

    • Psychiatrists
    • Therapists
    22 min
  4. 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.

    • Psychiatrists
    • Therapists
    13 min
  5. 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.

    • Therapists
    • Psychiatrists
    11 min
  6. Longitudinal Patient Timelines in Psychiatry: A Clinical Guide

    A longitudinal patient timeline is a visual summary that tracks a psychiatric patient's symptoms, medications, diagnoses...

    • Psychiatrists
    • Therapists
    • Administrators
    4 min read
  7. How to Write Psychiatry SOAP Notes That Support Medical Necessity

    Medical necessity isn't about long notes. It's about the right signal presented clearly.

    • Psychiatrists
    • Therapists
    6 min read
  8. Your Practice Is Losing $20K Monthly Because You're Billing 99213s for 99215 Work

    Mental health practices lose thousands monthly not from lack of patients, but from consistently billing below the complexity their documentation supports.

    • Administrators
    • Psychiatrists
    8 min read

Administrators

3 guides
  1. 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.

    14 min
  2. Longitudinal Patient Timelines in Psychiatry: A Clinical Guide

    A longitudinal patient timeline is a visual summary that tracks a psychiatric patient's symptoms, medications, diagnoses...

    • Psychiatrists
    • NPs and PAs
    • Therapists
    4 min read
  3. Your Practice Is Losing $20K Monthly Because You're Billing 99213s for 99215 Work

    Mental health practices lose thousands monthly not from lack of patients, but from consistently billing below the complexity their documentation supports.

    • Psychiatrists
    • NPs and PAs
    8 min read

All providers

5 guides
  1. 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.

    9 min
  2. 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.

    12 min
  3. 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.

    15 min
  4. Essential AI Scribe Features for Streamlined Psychiatry Documentation

    Selecting an AI scribe designed specifically for psychiatry ensures that documentation aligns with clinical standards...

    3 min read
  5. Best AI Medical Scribe for Psychiatry: What Actually Matters in 2025

    Most AI scribes were built for primary care or emergency medicine. They're great at capturing vital signs, physical exam findings...

    6 min read
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