AI preferences

Note Sections Settings

Choose which clinical sections appear in your AI-generated notes. Toggle sections on or off based on your documentation requirements.

How it works

  1. Navigate to Preferences -> AI Settings -> Note Sections

  2. Use the toggle switches to enable or disable each section

Your selection saves automatically.

Enabled sections appear in generated notes. Disabled sections are omitted.

If Mental Status Exam is on, Nextvisit adds that section even when the template has no mental status heading.

Note Sections preferences with independent switches and Saved automatically.
Illustrative screenshot with sample data. Choose the sections for generated notes.

Available sections

SectionDescriptionDefault
Patient HistoryRelevant medical history backgroundON
Mental Status ExamPsychological and cognitive status documentationON
Review of SystemsBody systems coverage for thorough documentationON
Therapeutic InterventionPersonalized treatment plan detailsON
Encounter Header & FooterPatient info and provider details added to notesOFF

Each section is independent. Mental Status Exam and Therapeutic Intervention matter most for behavioral health. Enable Header & Footer if your EHR does not already add patient and provider information.

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