What are Patient Profiles?
Patient Profiles let you store key medical information — past medical history, medications, allergies, social history, and family history — for each of your patients directly within Vero.
Once created, a patient profile becomes a living record that you can attach to encounters and clinical queries, giving Vero the context it needs to deliver more accurate, personalized results.
Profiles are automatically enriched after every encounter using Extract from Note, so they stay up-to-date without extra work.
Creating a Patient Profile
There are two ways to create a new patient profile in Vero:
Option A — From the Encounter Screen
When you start a new encounter (or open an existing one), click the Patient button in the top toolbar. A search dropdown will appear where you can type the patient's name. If the patient doesn't exist yet, select + Create New Patient at the top of the list to create a new profile and attach it to the encounter in one step.
💡 Tip: This is the fastest workflow — you create the patient and link them to the encounter simultaneously, so the profile is ready to receive extracted data the moment you finish your note.
Option B — From the Patients Tab
Tap the Patients tab at the bottom of the app. Here you can browse all existing patients or create a new one independently of any encounter. This is useful when you want to pre-populate a patient's history ahead of their first visit.
Profile Fields
Each patient profile contains the following editable fields. You can fill these in manually at any time, or let Vero populate them automatically using Extract from Note.
Field | Description |
Date of Birth | Patient's DOB in YYYY/MM/DD format |
Sex | Biological sex |
MRN | Medical record number from your clinic's system |
Patient contact email | |
Phone | Patient contact phone number |
Past Medical History | Conditions, diagnoses, and prior surgeries (e.g., Type 2 diabetes, Atrial fibrillation, Knee surgery 2018) |
Medications | Current medications with dosing (e.g., Metformin 500 mg twice daily) |
Allergies | Drug and non-drug allergies with reaction type (e.g., Sulfa — rashes) |
Social History | Smoking status, alcohol, substance use, and other social factors |
Family History | Relevant family medical history |
ℹ️ All fields are optional. Fill in as much or as little as you need — even a partial profile gives Vero valuable context for better notes and clinical answers.
Extract from Note — Auto-Populate Profiles
This is where Patient Profiles become truly powerful. After Vero generates a clinical note, you'll see an Extract from Note button at the top of the patient profile panel. When you tap it, Vero analyzes the full note context and automatically suggests updates to the patient's profile fields.
Workflow: Record encounter → Generate note → Extract from Note → Review & approve
How it works
1. Complete your encounter and generate a note
2. Tap "Extract from Note" — Vero will scan the note and suggest values for each profile field.
3. Review the suggestions — Extracted items appear in green text. You have full control over what gets saved:
Accept all — tap the checkmark at the top to approve every suggestion at once.
Accept or deny individually — each section (Past Medical History, Medications, etc.) has its own ✓ and ✕ buttons so you can approve some and reject others.
💡 Additive, never destructive. If the patient already has information in their profile, Extract from Note will only suggest new items to add — it will never overwrite or remove existing entries. This means you can safely run extraction after every encounter without worrying about losing previous data.
Using Patient Profiles in Vero Evidence
Patient Profiles aren't just for record-keeping — they directly enhance Vero's clinical intelligence.
When you ask a medical question in Vero Evidence, you can attach a patient profile to the query, and Vero will use the patient's full medical context to tailor its response.
🎯 Personalized answers — Vero considers the patient's medications, allergies, and history when answering drug interaction questions, differential diagnoses, and management plans.
⚠️ Allergy-aware — When suggesting medications, Vero automatically flags contraindications based on the patient's documented allergies.
📚 History-informed — Clinical questions are answered in the context of the patient's comorbidities, making guidelines and recommendations more relevant.
💬 Continuity across visits — As the profile grows over time, Vero builds an increasingly complete picture of the patient for every future query.
Best Practices
Run Extract from Note after every encounter. Since extraction is additive and non-destructive, there's no downside. The more encounters you process, the richer and more useful the profile becomes.
Review suggestions before accepting. While Vero is highly accurate at identifying clinical details from notes, it's always good practice to review each suggestion — especially the first time you build a patient's profile.
Keep medications and allergies current. These fields have the most immediate impact on the quality of Vero Evidence answers, especially for drug interaction and prescribing questions.
Attach patients to Vero Evidence queries. The biggest ROI from Patient Profiles comes when you use them in clinical queries. Get in the habit of selecting the patient before asking a question.
Common Questions
Will Extract from Note overwrite existing profile data?
No. Extraction is always additive. It will only suggest genuinely new items found in the note.
Can I edit profile fields manually?
Yes — every field is fully editable at any time. Just tap the field and type to add, change, or remove information.
What happens if I deny a suggestion from Extract from Note?
The suggestion is simply discarded. Nothing changes on the patient profile. You can always re-extract from the same note later if you change your mind.
Can I use a patient profile with multiple encounters?
Absolutely. That's the intended workflow. A single patient profile can be attached to any number of encounters over time, and each extraction adds to the profile's richness.