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Template Formatting

Control how your notes look, not just what they say.

Rich text formatting lets you style template text to guide the visual emphasis in generated notes.

Use it for section headings, fixed text, signature blocks, and selected fill-in fields that should appear bold, italic, or underlined in the final note.

How to format text

Open a template, select the text you want to format, then use the formatting controls in the editor or standard keyboard shortcuts.

Format

Windows/Linux

Mac

Bold

Ctrl + B

Cmd + B

Italic

Ctrl + I

Cmd + I

Underline

Ctrl + U

Cmd + U

You can combine styles on the same text, such as bold plus underline.

Formatting static text

Apply formatting directly to headings and other fixed text to indicate the intended style. Template styling guides generated output; it does not guarantee identical formatting in every note.

Common uses:

  • Section headings - SOAP headers, letter headings, or required form sections.

  • Signature blocks - sign-offs, clinician names, or fixed footer text.

  • Warnings or required actions - information that should stand out in the generated note.

Formatting fill-in fields

You can format [square bracket] fields to guide the styling of the content Vero fills in. Review a generated sample to check that the result matches your intended style.

Template field

Generated note

[Diagnosis]

Type 2 diabetes mellitus

[Patient instructions]

Take medication with food. Return if symptoms worsen.

[Urgent follow-up]

See cardiology within 48 hours

Best practices

  • Use formatting sparingly. Too much styling makes important content harder to scan.

  • Prioritize headings and actions. Formatting is most useful for section titles, critical diagnoses, medication changes, warnings, and follow-up instructions.

  • Keep clinical facts in fields. Formatting a field is fine, but the variable patient-specific content should still live inside [square brackets].

  • Test the template. Generate a sample note and confirm the formatting looks right after Vero fills the content.

Troubleshooting

Formatting was lost when pasting

Some destinations only accept plain text. If formatting is lost after copying out of Vero, try an export option that preserves formatting, such as Word or PDF, when available.

A generated heading does not match my template styling

Review the active template version, including changes saved by Learn, and any applicable saved style preferences. Learn now updates the template rather than using separate example notes. To restore earlier formatting, select an earlier template version and click Save. If the generated heading still contradicts the saved template, ask Fin in your existing support chat to check the steps with you. If the issue remains unresolved after focused troubleshooting, a teammate can investigate. Formatting can also differ after copying to another application; review the result.

Only part of the generated content is formatted

Check whether the full field is selected in the template. If only part of a [square bracket] field is formatted, only that part may inherit the style.

Formatting does not match the intended clinical meaning

Use a clearer rule beside the field, such as [Medication changes] (Bold medication names only, not doses.).

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