What Are Patient Profiles?
Patient Profiles let you store key medical information for each patient directly within Vero, including demographics, contact details, history, medications, allergies, and custom clinical sections.
Once created, a patient profile can be attached to encounters, Vero Chat, and Vero Evidence so Vero has the right patient context for notes and clinical questions.
Profiles can also be enriched from generated notes using Extract from Note, helping them stay up to date without retyping chart details.
Creating a Patient Profile
There are two common ways to create a patient profile.
From an Encounter
Open an encounter and click the person-shaped icon beside the encounter title. Search for the patient by name. If the patient does not exist yet, choose Create New Patient to create the profile and attach it to the encounter.
From Patients
Open Patients from the left sidebar. From there, you can browse existing patients or create a new profile independently of an encounter. This is useful when you want to enter patient context before a visit.
Attaching a Patient to an Encounter
To attach a patient to the encounter you are working on, use the person-shaped icon beside the encounter title near the top of the page.
Open the encounter.
Find the person-shaped icon next to the encounter title.
Click the icon to open the patient selector.
Search for an existing patient or choose Create New Patient.
Select the patient to attach them to the encounter.
The icon looks like a small person with a plus sign. It appears near the encounter title, not in the left sidebar.
Encounter title: If the encounter still has the default title, attaching a patient automatically renames the encounter to the patient's name. Attach the patient before generating the note if you want the patient's name to remain as the encounter title. If the title was already changed manually or generated from a note, Vero preserves the existing title when you attach or switch patients. You can manually rename an encounter from the left sidebar or Search.
Profile Fields
Patient profiles can include:
Date of birth and age
Sex
Pronouns
Medical record number
Email and phone number
Past medical history
Medications
Allergies
Social history
Family history
General notes
Custom sections that you define
All fields are optional and can be edited manually.
Custom Patient Sections
Custom sections let you add patient-specific fields beyond the default profile fields. Examples include specialist-specific history, care preferences, risk factors, or clinic-specific context.
Open the patient profile.
Select Add section.
Give the section a title and optional description.
Save the section, then enter the patient-specific details.
You can edit or delete custom sections later. When you use Extract from Note, Vero uses the section title and description to decide what information belongs in that custom section.
Extract from Note
After Vero generates a clinical note, use Extract from Note in the patient profile panel to suggest updates to the patient profile.
Complete the encounter and generate a note.
Open the patient profile panel.
Click Extract from Note.
Review the suggested updates.
Accept or reject each suggestion, or use the check button to accept all extracted changes.
You can edit extracted text before accepting it. This is useful when the suggestion is mostly right but needs cleanup before it is saved to the profile.
Additive, never destructive. Extract from Note suggests new or updated profile details for your review. It does not remove existing profile data without your action.
Using the Patient Profile Page
For a follow-up visit: open the existing patient profile and click New Encounter. This starts a separate encounter already linked to that patient instead of creating a duplicate patient profile.
Open Patients from the left sidebar and select a patient to view their profile page.
From the patient profile page, you can:
Edit demographics and clinical profile fields.
Add and manage custom sections.
See notes linked to that patient.
See documents uploaded in that patient's encounters.
Create a new encounter for that patient with New Encounter.
Create and manage patient-specific tasks from the Tasks section.
Tasks created from a patient profile are automatically attached to that patient.
Using Patient Profiles in Evidence and Chat
When asking a clinical question in Evidence or Vero Chat, click the + button and choose Patient to attach a patient profile. Vero can then consider available patient context such as medications, allergies, history, demographics, and custom sections.
Personalized answers: Useful for medication questions, differential diagnosis, management plans, and screening decisions.
Allergy-aware: Vero can account for documented allergies when discussing options.
Continuity across visits: As the profile grows, Vero has more context for future questions and notes.
Using Patient Profiles for Panel and Roster Review
Patient profiles also help Vero support panel-level and roster-level questions in Vero Chat. For example, a clinician can ask Vero to look across available patient profiles and recent linked encounter or note context to help identify care gaps, overdue monitoring, medication-safety review candidates, follow-up loops, outreach priorities, or task candidates.
Custom patient sections can add clinic-specific or specialty-specific context that may be useful during panel review, such as risk factors, care preferences, program enrolment, chronic disease details, or local workflow notes.
Panel review uses information available inside Vero. It does not replace a full EMR registry, billing system, lab system, external screening database, or external EMR data source unless that information has been captured in Vero.
If an Encounter Is Not Listed Under a Patient
The encounter may still exist but may not be attached to that patient profile.
Use Search in the left sidebar to search by encounter title, patient name, or date.
Open the encounter and use the patient button beside the encounter title.
Search for and attach the correct existing patient profile.
If you still cannot find the encounter, check Settings > Archived or contact Vero Support with the approximate date and time.
Do not create a duplicate patient or clear account data while trying to locate an encounter.
Best Practices
Attach the correct patient before generating or updating a note when patient context matters.
Review profile suggestions before accepting them.
Edit extraction suggestions before accepting when the wording needs cleanup.
Keep medications and allergies current.
Use custom sections for stable patient details that do not fit the default fields.
Use patient profiles for stable chart facts, not temporary one-off note instructions.
For panel-level workflows, keep patient profiles and relevant custom sections up to date so Vero has useful roster context.
Common Questions
Will Extract from Note overwrite existing profile data?
No. Extraction is review-based. You decide which suggestions to accept.
Can I edit extracted text before accepting it?
Yes. You can adjust suggested profile text before saving it.
Can I create tasks for a patient?
Yes. Open the patient profile page and use the Tasks section to create or manage tasks linked to that patient.
Can I use a patient profile with multiple encounters?
Yes. A single profile can be attached to multiple encounters over time.
Can patient profiles support panel-level review?
Yes. Vero can use available patient profile fields, custom sections, and recent linked encounter or note context when responding to panel-level questions in Vero Chat.