What is Vero Chat?
Vero Chat is your AI assistant for documentation support, clinical questions, patient-friendly communication, and workflow actions inside Vero.
You can use it inside an encounter while editing a note, or from the Evidence/Chat workspace for standalone questions.
Inside an encounter, Vero Chat can use the current note, transcript, attached patient, uploaded context, and encounter history to help with edits and follow-up questions.
Where to use Vero Chat
Inside an encounter - use the chat panel while reviewing or editing a note.
Evidence workspace - open Evidence from the left sidebar for standalone clinical questions, source-backed research, patient context, uploaded files, and Evidence Collections.
Chat history - previous standalone chats appear in the sidebar so you can return to them later.
Work on a note
Editing your note
You can ask Vero Chat to make changes in plain language.
Replace the note entirely - "Rewrite this note in concise bullet points."
Edit part of the note - "Add the respiratory exam findings."
Change formatting or detail level - "Make the assessment and plan more concise."
Regenerate the current note - "Regenerate this note using the same source material."
Undo or redo note changes - "Undo that edit" or "Redo the previous change."
Create or switch note tabs - "Create a referral letter" or "Open the SOAP note."
This is often the fastest way to refine a note without manually rewriting sections.
PDF and export actions
Vero Chat can help with note and PDF actions when you are working in the relevant note.
Text notes - ask to download, print, export, or email the current note.
PDF notes - ask to download, print, email, or update PDF fields when the target field is clear.
If a PDF field is ambiguous, Vero may need clarification before changing it.
Work with patients and tasks
Patient and encounter actions
When you are inside an encounter, Vero Chat can help with patient-linked workflows.
Attach, create, switch, or unlink a patient for the current encounter.
Update the linked patient profile when you explicitly ask Vero to save demographics, pronouns, medications, allergies, past medical history, family history, social history, contact details, MRN, or custom patient-section details.
Search prior encounters for the linked patient when you ask about previous visits or historical details.
Create tasks such as follow-ups, orders, documentation items, reminders, or coordination work.
Patient profile updates should only be made when the patient is correctly linked and the information is explicit. Always review saved clinical information.
Tasks and follow-up work
You can ask Vero Chat to create task items from your instructions. Examples:
"Create a task to call the patient with lab results tomorrow."
"Add a high-priority task to send the cardiology referral."
"Make a task to document the work note before the end of day."
Tasks can include status, priority, category, due date, and patient or encounter context when available. To automatically review the note for possible tasks, use the Tasks panel in the note toolbar.
Panel and roster workflows
Ask Vero Chat to review the patient-profile and linked encounter information available in Vero for care gaps, follow-up needs, or outreach candidates. Include the criteria and location when relevant, and review the source chart before acting.
Panel-derived tasks are presented for review before creation. For the full workflow and examples, see Panel Management and Tasks.
Ask questions with context
Files, research, and library context
In Evidence or Chat, click the + button beside the message box to add context:
Upload Files - add PDFs, images, Word documents, or other supported files for the current question.
Patient - attach a patient profile when patient-specific context matters.
Research - search peer-reviewed literature and authoritative clinical sources for cited answers.
Library - select Evidence Collections for reusable documents, URLs, guidelines, or clinic protocols.
For images and scanned documents, Vero answers from extracted text. It does not directly inspect the original image during the answer. Verify visual details, charts, diagrams, and handwriting against the source file.
For reusable sources, see Evidence Collections.
Asking clinical questions
Vero Chat can help answer clinical questions for documentation support, education, and decision support.
Examples:
"What red flags should I check for in abdominal pain?"
"What is the differential diagnosis for new-onset headache?"
"Which labs are recommended for suspected UTI?"
"Create medication counselling for starting metformin."
Vero Chat is for documentation support and clinical reference. Always review outputs before using them in patient care.
Memory and preferences
Use templates for reusable note content and formatting rules, Learnings for example-based style, and Note Settings for broad defaults. Ask Vero to remember preferences about its replies to you or non-document workflows. Patient facts and encounter-specific clinical details do not belong in Memory.
For more detail, see Memory.
Tips
Be specific about what you want Vero to change, create, or answer.
Use encounter chat when the question depends on the current note or patient.
Attach the correct patient before asking patient-specific questions or saving patient-profile updates.
Use Research or Evidence Collections when you want source-grounded answers.
Review all generated text and saved updates before adding them to your chart or sharing them with a patient.