Privacy Commitment
Visit the Vero Trust Center for current compliance and security information.
At Vero, protecting patient data is a core product requirement.
Live recording audio: Vero streams live encounter audio for transcription and does not retain the raw live recording after processing. Audio files you intentionally upload remain attached to the encounter until you remove them or the encounter is deleted.
No data selling: Your data is never sold or used to train Vero's proprietary AI models.
Healthcare privacy alignment: Vero is built to support healthcare privacy requirements, including HIPAA, PIPEDA, and PHIPA-aligned workflows where applicable.
Archiving Notes and Chats
You can remove notes and standalone chats from your left sidebar by archiving them. Archiving hides the item from your active sidebar, but it does not permanently delete it.
Single note or chat: Hover over the item in the left sidebar, open the item menu, and choose Archive.
Entire date group: Hover over a date heading, such as Today or Yesterday, open the date menu, and choose Archive.
Archived items are hidden from the active sidebar. You can restore them later from Settings > Archived.
Restoring Archived Items
To restore an archived note or chat:
Open Settings at the bottom of the left sidebar.
Under Security & data, select Archived.
Select Unarchive beside the note or chat you want to restore.
Restored items appear in your sidebar again.
Can't Find an Encounter?
An encounter may still exist even if it is not visible under the patient or date you expected.
Select Search in the left sidebar, or press
Cmd+Option+Kon Mac orCtrl+Alt+Kon Windows.Search by encounter title, patient name, or date. You can also use the date filter for a specific day or range.
Open Settings > Archived to check whether the encounter was archived.
If you still cannot find it, contact Vero Support with the approximate encounter date and time, patient name or encounter title, and the device or browser you used.
Do not clear encounters or account data while troubleshooting a missing or unsynced encounter.
Deleting Notes and Chats From the Sidebar
You can permanently delete a note, chat, or entire date group directly from the left sidebar.
Single note or chat: Open the item menu and choose Delete.
Entire date group: Open the date group menu and choose Delete.
Vero shows a confirmation dialog before deleting. You can select Never show me this again if you do not want that confirmation to appear for future sidebar deletes.
Delete is permanent. Deleted notes, chats, and associated note data cannot be restored from the Archived section.
If a recording is in progress, stop the recording before deleting from the sidebar.
Permanently Deleting Archived Items
If you want to permanently remove archived notes and chats, open Settings > Archived and choose Delete all archived.
Deleting archived items is permanent and cannot be undone.
Deleting Patient Records
From the Patients page, you can delete a patient profile. Vero shows a confirmation before deletion.
Deleting a patient also removes that patient's associated encounters and notes. This action cannot be undone.
Automatic Deletion
You can configure Vero to automatically delete encounters after a retention window that you choose.
Open Settings at the bottom of the left sidebar.
Under Security & data, select Data retention.
Turn on Automatically delete encounters.
Choose a timeframe between 1 and 365 days.
Automatic deletion helps enforce a retention policy without needing to manually clear old encounters.
Clear Encounters, Chats, and Uploads
If needed, you can wipe stored encounter and chat data at once:
Open Settings at the bottom of the left sidebar.
Under Security & data, select Data retention.
Select Clear Encounters, Chats & Uploads.
This removes your encounters, generated notes, chats, messages, and uploaded files.
This action is permanent and cannot be undone. Do not use it to troubleshoot missing, unsynced, or failed recordings. Contact Vero Support first.
Archive vs Delete
Archive: Hides a note or chat from your active sidebar and can be reversed.
Delete from sidebar: Permanently deletes the selected note, chat, or date group.
Delete archived: Permanently deletes archived notes and chats.
Delete patient: Permanently deletes the patient profile and associated encounters and notes.
Clear Encounters, Chats & Uploads: Permanently deletes stored encounter and chat data in bulk.