Skip to main content

Creating a Note

Create your first Vero note in a few simple steps.

A Vero encounter keeps the source material and note for one patient visit together. You can create your first note from a recording, typed context, uploaded files, or any combination of these.

1. Start a New Encounter

Select New Encounter in the left sidebar. You can also use the quick-start button beside it to begin with your most recently used workflow.

Attaching a patient is optional. If patient details should be used in the note, select the patient button in the encounter toolbar and choose the correct patient before creating the note.

2. Add the Visit Information

Use one or more of the following:

  • Record: Select Record in the bar at the bottom of the encounter to capture and transcribe the visit or your dictation.

  • Type: Add details, pasted context, or instructions directly in the encounter.

  • Upload: Add supported documents, images, or audio files that Vero should use as context.

3. Choose a Template

Use the template selector in the recording bar to choose the note format you want. To browse or create templates, select Templates in the left sidebar.

4. Create and Review the Note

Select Create. Vero drafts the note from the selected template and the information available in the encounter.

Always review the complete note before adding it to the medical record or sharing it with a patient. Correct any missing, inaccurate, or outdated information.

You can edit the generated note directly or ask Vero Chat for a specific revision.

5. Use the Finished Note

When the note is ready, use the note toolbar to copy it into your EMR or export it using the available PDF, Word, print, or email options.

Learn More

Did this answer your question?