Support
Help center.
Onboarding, recording and notes, patient charts, EHR connections, workspace and billing, and security. If you're already on Nextvisit and stuck, this is where the team lives.
Getting started.
Set up your devices, record your first session, document patient consent, and learn the basics. The fastest path from registration to a usable note.
- Session Timeouts (Auto Log Off) Why am I being logged out? Understanding automatic session timeouts and how to stay signed in.
- Best Practices for High-Quality Session Recordings Optimize your experience with Nextvisit AI by following these tips for effective documentation.
- Implementing Patient Consent A starting point for how you can inform your patients about Nextvisit AI with respect to patient consent.
- Recommended Devices and Software New to Nextvisit? Make sure your device works flawlessly with us.
- What is Nextvisit AI, and how can it benefit my practice? An overview of Nextvisit AI for clinical documentation and how it benefits behavioral health practices.
Pick a category.
Each topic groups the articles that go together. Drill in for the full list, or browse every help article in one place.
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Notes and AI
Notes and AI.
Recording sessions, progress note templates, custom templates, AI Peer Review, version history, and the Context area. Write notes faster without losing accuracy.
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Patient charts
Patient charts.
Medications, uploaded documents, the AI Timeline, tags, practice analytics, and service locations. The chart view that pulls everything together.
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EHR and integrations
EHR and integrations.
Epic, Practice Fusion, Athena, and API keys for third-party integrations. How Nextvisit connects to the rest of your stack.
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Workspace and billing
Workspace and billing.
Workspace settings, user profile, activity log, billing portal, insurance coding, and the referral program. Account and operations.
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Security and data
Security and data.
HIPAA, BAA, audio retention, vulnerability disclosure, session timeouts, and what Nextvisit does (and never does) with PHI.
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- Workspace and billing Activity Log Track every action in your workspace for compliance and management oversight.
- Notes and AI AI Peer Review Use AI to review your completed progress notes and receive clinical insights, treatment recommendations, and quality improvement suggestions.
- Notes and AI AI Settings Overview Customize how Nextvisit AI generates your clinical notes. The AI Settings page lets you tailor documentation to match your specialty, preferred style, and workflow needs.
- Patient charts AI Timeline: Track Patient Progress at a Glance View key life events and treatment milestones automatically organized from your patient encounters.
- EHR and integrations Managing API Keys for Third-Party Integrations Create, view, and manage API keys for connecting external applications to your Nextvisit AI account.
- EHR and integrations Athena Integration Connect Nextvisit AI with your Athena EHR for enhanced clinical documentation.
- Security and data How Long Is Recorded Audio Stored? Understanding audio storage duration and security for your clinical documentation.
- Getting started Best Practices for High-Quality Session Recordings Optimize your experience with Nextvisit AI by following these tips for effective documentation.
- Workspace and billing Accessing Your Billing Portal Manage your subscription, payment methods, and billing information.
- Security and data Does Nextvisit provide a Business Associate Agreement (BAA)? How to request a Business Associate Agreement (BAA) for HIPAA-compliant use of Nextvisit AI.
- Notes and AI How to Use the Context Area to Enhance Your Progress Notes Add background information and private notes to improve your clinical documentation quality.
- Notes and AI Custom Instructions Settings Add personalized instructions that the AI follows every time it generates your clinical notes. Custom instructions let you enforce specific documentation requirements, add standard language, or tailor notes to your workflow.
- Notes and AI Custom Template Guide Custom templates let you control exactly how your clinical notes are structured, what sections are included, and what the AI should do when information is or isn't present in the transcript. You provide the template, the system handles the rest.
- Notes and AI Customizing Your AI Settings Configure your AI preferences to match your documentation style and workflow.
- Security and data How does Nextvisit AI protect patient data? Encryption, security protocols, and privacy controls that protect patient information in Nextvisit AI.
- EHR and integrations Epic EHR Integration Learn about Nextvisit AI's Epic integration status and how to use the Copy feature with Epic.
- Security and data Is Nextvisit AI HIPAA compliant? Yes. How Nextvisit AI meets HIPAA privacy and security requirements for patient information.
- Workspace and billing How to Set Up and Use Insurance Coding Add billing codes to your patient encounters for improved documentation and seamless PDF export.
- EHR and integrations Nextvisit MCP Server Connect Claude, ChatGPT, or a local LLM to your Nextvisit workspace over the Model Context Protocol. Read patients, encounters, notes, and documents through a typed tool surface, and write edits back when the assistant has the right scope.
- Notes and AI How to Leave Note Feedback Help improve your clinical documentation by rating and reviewing your progress notes.
- Notes and AI Note Sections Settings Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.
- Notes and AI How to View and Restore Progress Note Version History Track changes and restore previous versions of your progress notes with ease.
- Getting started Implementing Patient Consent A starting point for how you can inform your patients about Nextvisit AI with respect to patient consent.
- Patient charts Managing Patient Medications Keep track of your patient's current medications with automated accuracy and easy manual updates.
- Patient charts Understanding Your Practice Analytics Get valuable insights into your practice patterns and patient care trends.
- EHR and integrations Practice Fusion Integration Connect Nextvisit AI directly with your Practice Fusion EHR for seamless clinical documentation.
- Notes and AI Profession Settings Tailor your clinical notes to match your healthcare specialty. The Profession setting adjusts medical terminology, documentation style, and formatting appropriate for your field.
- Notes and AI Understanding Progress Note Templates Learn about the different templates available and how to choose the right one for your patient encounters.
- Getting started Recommended Devices and Software New to Nextvisit? Make sure your device works flawlessly with us.
- Notes and AI How to record a live session Press record, pick the patient, talk. The recorder transcribes live, keeps the AI tools one click away, and hands a finished SOAP note to AriaMD when you click End.
- Workspace and billing Share Nextvisit AI and Earn Rewards Refer colleagues to Nextvisit AI and earn up to $100 for each successful referral through our referral program.
- Patient charts Service Locations Track where patient encounters take place with customizable location settings.
- Getting started Session Timeouts (Auto Log Off) Why am I being logged out? Understanding automatic session timeouts and how to stay signed in.
- Patient charts How to Create and Use Tags for Patients and Encounters Organize your patients and encounters with custom tags for better workflow management.
- Patient charts Uploading Documents to Patient Charts Add supporting documents to enhance AI accuracy and create more comprehensive progress notes.
- Workspace and billing Managing Your User Profile Access and customize your account settings, security options, and session management.
- Notes and AI Verbosity Settings Control how detailed your AI-generated clinical notes are. Choose from four levels ranging from minimal bullet points to comprehensive narratives.
- Notes and AI Voice Style Settings Choose the writing style and tone for your AI-generated clinical notes. Each voice style affects sentence structure, formality, and how clinical information is presented.
- Security and data Vulnerability Disclosure Program Guidelines What we're looking for and compensation details for security researchers.
- Getting started What is Nextvisit AI, and how can it benefit my practice? An overview of Nextvisit AI for clinical documentation and how it benefits behavioral health practices.
- Workspace and billing Workspace Settings Configure your practice information, workspace details, and team members.
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Contact support
When the article isn't enough.
Our support team is staffed by people who actually use the product. Email gets a response in hours, not days. If you're an enterprise customer, your CSM is on the same thread.
Email support
hello@nextvisit.ai
Response times
- Email: within hours, business days.
- Enterprise: dedicated CSM, same-day on weekdays.
- Security and PHI questions: routed to
security@nextvisit.ai.
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