Templates define how your notes are structured. Set up a template once and Vero uses it to format future notes.
New to templates? Browse Community first, find something close to your use case, copy it to your library, and customize from there.
Browsing Templates
Open Templates from the left sidebar. The Templates page includes:
My Library - templates you created or copied.
Team - templates shared with your organization, when available.
Community - templates shared by other clinicians that you can adopt.
Community templates can include both text note templates and PDF form templates.
Creating a Template
Click Create to choose how you want to start:
Method | When to use it |
Blank Slate | You know the exact structure you want. |
AI-Generated Template | Describe the type of note you need and Vero creates a starting template. |
Use an Existing Note | Paste a past note and Vero turns its structure into a reusable template. |
Import a Template | Paste a template from another source and Vero adapts it to Vero's format. |
PDF Form | Upload a fillable PDF form for Vero to complete from encounter context. |
Editing Templates
Open Templates, find the template in My Library, open it, then edit the template content. Common tweaks include adjusting date formats, adding clearer fields, adding formatting rules, changing headings, or reordering sections.
Templates are private by default. Team and Community sharing depend on your account and organization settings. Review any template before sharing it.
The Three Building Blocks
Text - static content
Plain text appears word-for-word in every note. Use it for section headings, sign-offs, standard disclaimers, and anything that should not change.
Subjective:
Plan:
Dr. Sarah Chen, GP | Lakeside Medical
Fill-in fields - [square brackets]
Square brackets tell Vero what to fill from your recording, written context, uploads, attached patient profile, and other available source material.
[Chief complaint] [Medication name, dose, route, and frequency] [Physical exam findings by system examined]
Be specific with your labels. [Medication name, dose, route, and frequency] gives better results than [Medications].
Rules - (parentheses)
Instructions in parentheses guide Vero's formatting and behavior. They do not appear in the final note.
(Use DD/MM/YYYY for all dates) (Only include if explicitly mentioned) (List vitals in one line)
You can put rules beside a specific field or at the end of the template when they apply to the whole note.
Example Template
Subjective: (hyphenated list) - [Brief statement of chief complaint or reason for visit] - [Relevant associated history in chronological order]
Objective: (hyphenated list) - [Vital signs with units in one line] - [Physical exam findings by system examined] (Only include systems examined.)
Assessment: (hyphenated list) - [Diagnosis and reasoning] (Only include active issues being managed today.)
Plan: (hyphenated list) - [Investigations planned or ordered] - [Treatment plan] - [Counselling discussion] - [Follow-up plan] - [Return precautions]
Quick Principles
Be specific about formatting.
(Use hyphenated bullets)is clearer than(Use bullets).Split large fields.
[Clinical impression]and[Plan]are usually better than[Full assessment and plan].Prevent assumptions. Add
(Only include if explicitly mentioned)when you want Vero to omit unsupported content.Keep variable details in square brackets. Patient-specific facts, medications, diagnoses, follow-up timing, and pronouns should usually be fields, not fixed text.
Iterate. Use the template in a real session, review the output, and refine only what did not work.