Templates define how your notes are structured — set it up once and Vero handles the formatting for every encounter.
Browsing templates
New to templates?
Browse Community Templates first — find one close to your use case, copy it, and customize.
Open the Templates tab from the bottom-left navigation:
My Library — templates you've created or copied.
Community Templates — templates shared by other clinicians you can adopt.
Creating a template
Click + Create Template to choose how you'd like to start:
Method | When to use it |
Blank Slate | You know the exact structure you want. |
AI-Generated | Describe what you need and Vero builds it for you. |
Use an Existing Note | Paste a past note — Vero extracts the structure. |
Import a Template | Migrating from another tool or adapting a shared template. |
Editing templates
Open Templates, find the one you want in My Library, click it, then click Edit Template.
Common tweaks: adjusting date formats, making fields more specific, adding formatting rules, or reordering sections.
The three building blocks
Text — static content
Appears word-for-word in every note. Use for headings, sign-offs, and anything that doesn't change.
Subjective:
Plan:
Dr. Sarah Chen, GP | Lakeside Medical
Fill-in fields — [square brackets]
Placeholders that Vero fills from your recordings and context.
[Chief complaint]
[Medication name and dose]
[Examination findings]
Be specific with your labels. [Medication name and dose] gives much better results than just [Medications]. The more descriptive the field, the more accurately Vero fills it.
Rules — (parentheses)
Instructions that guide Vero's formatting and behaviour. They don't appear in the final note.
(List vitals in one line)
(Use DD/MM/YYYY for all dates)
(Only include if explicitly mentioned)
Two ways to use rules:
Next to a field — for field-specific guidance:
[Past medical history]
(Only include if explicitly mentioned. Use bullet points.)
End of template — for instructions that apply to the whole note:
(Write in a professional but concise tone. Avoid abbreviations.)
Example template
Subjective:(hyphenated list)- [Brief statement of chief complaint or reason for visit]- [Relevant associated history in chronological order]- [Past medical history if relevant]- [Medications if relevant]
Objective:(hyphenated list)- [Vital signs with units in one line]- [Physical exam findings and/or mental status exam findings directly examined] (Format as "System: Exam findings", one system per line. Specify anatomical location and laterality if relevant)- [Investigation results with units] (Only include completed investigations, otherwise leave blank. All planned or ordered investigations should be included under Plan)
Assessment:(hyphenated list)- [Diagnosis and reasoning] (Use medical terminology if appropriate. Only include active issues being managed during the visit, do not list stable chronic conditions, resolved issues, or past medical history)- [Differential diagnosis if mentioned]
Plan:(hyphenated list)- [Investigations planned or ordered]- [Treatment plan]- [Counselling discussion]- [Referrals sent]- [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[Include differentials]beats[Full assessment].Prevent assumptions. Add
(Only include if explicitly mentioned)to keep notes defensible.Iterate. Use the template in a real session, review the output, refine. Two to three rounds usually gets it right.
Privacy and sharing
Every template has a visibility setting in the top-right corner — keep it private or share it with the community.
Keep going
Once you're comfortable with the basics, two deeper articles take you the rest of the way:
Templates: Rules, Fields, and Structure — the intermediate guide. How to write precise fields, powerful rules, pair them, and structure a template that produces the note you'd have written.
Template Mastery: How Vero Turns Your Template Into a Note — the priority system Vero uses, how Learnings and user settings layer on top of your template, and how to combine templates with Replace for clinic-wide consistency.