--- title: "Voice Assistant" slug: "admin-help-voice-assistant" updated: 2026-06-25T18:33:14Z published: 2026-06-25T18:33:14Z canonical: "support.nvoq.com/admin-help-voice-assistant" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.nvoq.com/llms.txt > Use this file to discover all available pages before exploring further. # Voice Assistant ![PREMIUM FEATURE BADGE.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/PREMIUM%20FEATURE%20BADGE.png) This page is available to all system administrators, and to tenant administrators when Patient Visit Retrieval is enabled for their tenant.This feature is only visible to customers who have purchased it. Voice Assistant is designed to record clinician-patient and care team conversations, generate summaries, and automatically complete clinical documentation. It will eventually integrate with nVoq Voice on Android, iOS, and Windows to populate information directly into the EHR and assist with completing in-home documentation, including OASIS. On the Voice Assistant page in nVoq Administrator, admins can begin creating assessments and visit types that will be used with future Voice Assistant capabilities. ## Assessments Tab This tab displays the assessments that have been added on the [**Add Assessment**](/v1/docs/admin-help-assessments) page. ### Assessments Toolbar ![VoiceAssistant-Assessments Tab-toolbar.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/VoiceAssistant-Assessments%20Tab-toolbar.png) ### Delete![Toolbar-Trash-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Trash-icon.png) When one or more assessments is selected using the checkmark to the left of the list, the trash can icon appears in the toolbar. Click the trash can icon to delete the **selected assessments**. A dialog box appears letting you know how many assessments will be deleted. You must click the **Yes, delete assessments** button on the dialog to delete the assessments. Deleted assessments do not appear in Trash. ### New![Toolbar-Add-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Add-icon.png) Click on the plus symbol to create a new assessments. See [**Admin: Assessments**](/v1/docs/admin-help-assessments). ### Upload![Toolbar-Upload-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Upload-icon.png) Click on the upload icon to upload a .csv file of one or more assessments. ### Download![Toolbar-Download-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Download-icon.png) Click on the download icon to download a .csv file `assessments.csv` that includes the Name, Visit type, Description, Enabled status, Effective Start Date, Effective End Date, Note Compose design, and Questions of either *selected* assessments or *all* assessments in the list view. - On the *Edit Assessment* page, the Download option will download a .csv file that includes just the one assessment shown on the page. ### Support Center![Toolbar-QuestionMark-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-QuestionMark-icon.png) Click on the question mark icon *in the blue bar* to go directly to the online documentation for the Voice Assistant page in nVoq Administrator. (The black question mark icon at the top right goes to the nVoq Administrator main help page.) ### Search![generic-search-field](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/generic-search-field.png) Use the Search field near the top-right to find assessments using information in columns visible on the page. - A minimum of two (2) characters must be entered to initiate a search. - The search field is case insensitive. ### Assessments Columns ![VoiceAssistant-Assessments Tab-columns.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/VoiceAssistant-Assessments%20Tab-columns.png) #### Handshake Icon / Checkbox Hover your mouse over the handshake icon![VoiceAssistant-Visit Type-handshake-ICON.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/VoiceAssistant-Visit%20Type-handshake-ICON.png)and click to put a checkmark in the box to select the assessment in order to perform an action on it from the **blue toolbar**. Once selected, the row turns green and has a checkmark on the left. - Select **multiple assessments** by clicking on each icon and then perform actions available from the icons in the **blue toolbar** on all selected assessments. - Select **all assessments** in the list by putting a checkmark in the box on the left side of the column headers (above the handshake icons). #### Visit Code #### Name This is the name of the assessment. #### Visit Type This field displays the visit code and the name of the visit type for the assessment. #### Note Compose Design This column lists the Note Compose design that is selected for the assessment. #### Effective Start This is the date to begin using the assessment. **Note that in this release, the date selected here does not control when the assessment becomes available!** #### Effective End This is an optional date that the assessment should no longer be used. **Note that in this release, the date selected here does not control when the assessment becomes disabled!** #### Modified Date This is the date and time that the assessment was last saved. #### Modified By This is the username of the person who last saved the assessment. #### Enabled A "Yes" here means the assessment is available for use in Voice Assistant (once the feature becomes available in Voice for Android, iOS, and Windows). Currently, the toggle does not affect functionality, as Voice Assistant integration is still in development. You can set it now to prepare for future use. #### Actions Click on the actions icon![Accounts-actions-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Accounts-actions-icon.png)next to an assessment to select an action to take with the assessment listed on that specific row. Possible actions include: - **Edit:** This opens the assessment so you can see details and make changes. See [**Admin: Assessments**](/v1/docs/admin-help-assessments). - **Delete:** This permanently deletes the assessment. When you select this option, a dialog box appears letting you know how many assessments will be deleted. You must click the **Yes, delete assessment** button on the dialog to delete the assessment. ## Visit Types Tab This tab displays the visit types that have been added on the [**Add Visit Type**](/v1/docs/admin-help-visit-types) page. ### Visit Type Toolbar ![VoiceAssistant-Visit Type Tab-toolbar.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/VoiceAssistant-Visit%20Type%20Tab-toolbar.png) ### Delete![Toolbar-Trash-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Trash-icon.png) When one or more visit types is selected using the checkmark to the left of the list, the trash can icon appears in the toolbar. Click the trash can icon to delete the **selected visit types**. A dialog box appears letting you know how many visit types will be deleted. You must click the **Yes, delete visit types** button on the dialog to delete the visit types. Deleted visit types do NOT appear in Trash. - **You cannot delete a visit type that is being used by an assessment.** ### New![Toolbar-Add-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Add-icon.png) Click on the plus symbol to create a new visit type. See [**Admin: Visit Types**](/v1/docs/admin-help-visit-types). ### Upload![Toolbar-Upload-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Upload-icon.png) Click on the upload icon to upload a .csv file of one or more visit types. ### Download![Toolbar-Download-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-Download-icon.png) Click on the download icon to download a .csv file `visittypes.csv` that includes the Visit code, Visit type, and Enabled status of either *selected* visit types or *all* visit types in the list view. - On the *Edit Visit Type* page, the Download option will download a .csv file that includes just the one visit type shown on the page. ### Support Center![Toolbar-QuestionMark-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Toolbar-QuestionMark-icon.png) Click on the question mark icon *in the blue bar* to go directly to the online documentation for the Voice Assistant page in nVoq Administrator. (The black question mark icon at the top right goes to the nVoq Administrator main help page.) ### Search![generic-search-field](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/generic-search-field.png) Use the Search field near the top-right to find visit types using information in columns visible on the page. - A minimum of two (2) characters must be entered to initiate a search. - The search field is case insensitive. ### Visit Type Columns ![VoiceAssistant-Visit Type Tab-columns.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/VoiceAssistant-Visit%20Type%20Tab-columns.png) #### Handshake Icon / Checkbox Hover your mouse over the handshake icon![VoiceAssistant-Visit Type-handshake-ICON.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/VoiceAssistant-Visit%20Type-handshake-ICON.png)and click to put a checkmark in the box to select the visit type in order to perform an action on it from the **blue toolbar**. Once selected, the row turns green and has a checkmark on the left. - Select **multiple visit types** by clicking on each icon and then perform actions available from the icons in the **blue toolbar** on all selected types. - Select **all visit types** in the list by putting a checkmark in the box on the left side of the column headers (above the handshake icons). #### Visit Code A visit code is a unique identifier used to classify the type and purpose of a healthcare visit. These codes typically combine information such as the discipline providing care (for example, nursing, therapy, or social work) and the type of service performed (such as an evaluation or follow-up visit). Together, the components of a visit code define the visit’s category, purpose, and setting, helping ensure accurate documentation and billing. #### Visit Type A visit type defines the kind of healthcare appointment based on its purpose, location, or how it is delivered, such as a physical exam, follow-up visit, or telehealth appointment. #### Modified Date This is the date and time that the visit type was last saved. #### Modified By This is the username of the person who last saved the visit type. #### Enabled This column displays a "Yes" if the visit type is available in the Visit Type drop-down menu on the Add/Edit Assessment page. A "No" means the visit type appears grayed out on the menu and cannot be selected. #### Actions Click on the actions icon![Accounts-actions-icon](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Accounts-actions-icon.png)next to a visit type in the list to open a menu and select an action to take with the visit type listed on that specific row. Possible actions include: - **Edit:** This opens the visit type so you can see details and make changes. See [**Admin: Visit Types**](/v1/docs/admin-help-visit-types). - **Delete:** This permanently deletes the visit type. When you select this option, a dialog box appears letting you know how many visit types will be deleted. You must click the **Yes, delete visit type** button on the dialog to delete the visit type. **You cannot delete a visit type that is being used by an assessment.**