When creating a progress note in Nextvisit AI, you'll see several template options to choose from. Each template is designed for different types of encounters and offers varying levels of detail and processing time.
Available Templates
SOAP Note (Standard)
Processing time: Less than 10 seconds
Patient history review: Essential information only
Detail level: Standard amount of detail
Best for: Shorter sessions and routine follow-ups
Plan requirements: Available on all plans
SOAP Note (Advanced)
Processing time: Around 25 seconds
Patient history review: Deep analysis of patient history, timeline of events, and family history
Detail level: More comprehensive, tells the patient's story and journey
Best for: Behavioral health sessions and encounters up to 2 hours
Plan requirements: Requires a paid plan
SOAP Note (PRO)
Processing time: Around 1 minute
Patient history review: Comprehensive analysis of all patient history
Detail level: Most detailed option with complex review of medications, conditions, and outcomes
Best for: Complex cases requiring thorough documentation
Plan requirements: Requires a paid plan and uses an additional 0.5 note credits
New Patient Intake
Processing time: Similar to Advanced
Patient history review: Deep analysis with intake-specific elements
Detail level: Comprehensive with intake components
Best for: First-time patient visits
Plan requirements: Requires a paid plan
Note: Therapists will also see a "DAP Note" template option. Additional templates may be available depending on your profession and account type.
Changing Templates After Creation
If you've already created a progress note and want to use a different template:
Click the Change Template button
Select your preferred template
Click Reprocess
Keep in mind that each time you reprocess a note, it will use an additional note credit.
Customizing Your Templates
Note Components
In AI Settings, you can select specific note components to include, such as Therapeutic Intervention.
AI Instructions
Use the AI Instructions area in AI Settings to add custom requirements like:
"Use concise bullet points"
"Add a statement confirming patient consent"
Any other specific formatting or content requirements
Choosing the Right Template
Consider these factors when selecting a template:
Session length: Standard for shorter visits, Advanced or PRO for longer sessions
Complexity: Use PRO for patients with multiple conditions or complex medication regimens
Time sensitivity: Standard processes fastest, while PRO takes the longest
Plan limitations: Advanced and PRO require paid plans
The right template depends on your specific needs, the complexity of the patient encounter, and how much detail you require in your documentation.