Accessing AI Settings
Location: Preferences → AI Settings
Settings Categories
AI Settings are organized into six tabs:
Tab | What It Controls |
Profession | Adjusts terminology and formatting for your healthcare specialty |
Note Sections | Choose which clinical sections appear in your notes |
Verbosity | Control how detailed your notes are |
Voice Style | Set the writing tone and structure |
AI Features | Enable automated features like medication updates |
Note Template | Select note format and add custom instructions |
Default Configuration
Nextvisit AI comes pre-configured for behavioral health documentation:
Profession: Psychiatrist
Note Sections: All enabled except Header/Footer
Verbosity: Standard
Voice Style: Naturalistic
AI Features: All enabled
Note Template: SOAP Note (Standard)
Saving Your Changes
Each tab has its own Save Changes button at the bottom
A success confirmation appears at the top of the page when saved
Settings persist across browser sessions and devices
Changes apply to all future sessions (existing notes are not modified)
Need Help?
If your settings aren't applying as expected:
Confirm you clicked Save Changes
Refresh the page to verify changes persisted
Check that you're in the correct workspace
To restore default settings, contact support or manually select the defaults listed above.