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
Or, if you want to start customizing, you can 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 it in My Library → click on the template → 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]
Pro Tips
🎯 Be specific about formatting — (use hyphenated bullets)
✂️ Split large fields — [Clinical impression], [Include differentials] beats [Full assessment].
🛡️ Prevent assumptions — add (Only include if explicitly mentioned) to keep notes defensible.
🔄 Iterate — use it in a real session, review the output, refine. Two to three rounds usually does it.
Privacy & Sharing
Every template has a visibility setting in the top-right corner — keep it private or share it with the community.