Skip to main content

Uploading Documents as Context

Learn about uploading files when creating a note.

Vero can use more than just live dictation as context for your note. You can drop in a referral letter, a lab result, a prior visit summary, an image of a handwritten form, or an audio recording from a previous — and Vero will read it, pull the relevant detail, and factor it into the generated note.


How to Upload

You can attach a document to the encounter you're working on in three ways:

  1. Drag and drop. Drag a file from your desktop anywhere onto the encounter editor. An overlay will appear confirming the drop target.

  2. Paste. Copy a file from Finder or Explorer and paste (Cmd/Ctrl + V) directly into the editor.

  3. Upload button. Use the Upload button in the encounter toolbar to open a file picker.

Uploaded files appear in a dropdown next to the Upload button so you can see what's attached to the current encounter.


Supported File Types

Category

Formats

Good for

Documents

PDF, DOCX, DOC, TXT

Referral letters, prior notes, lab reports, discharge summaries

Images

PNG, JPG/JPEG, WEBP

Photos of handwritten notes, forms, or screenshots — Vero runs OCR

Audio

MP3, WAV, M4A

Recordings from a previous visit, voice memos, dictations made outside Vero

File size limit: 100 MB per file.


What Vero Does With the File

Once the file is uploaded, Vero extracts the text automatically:

  • PDFs — text is extracted directly. Scanned (image-only) PDFs are run through OCR.

  • Word documents — parsed to preserve structure and formatting cues.

  • Images — OCR'd and converted to readable text.

  • Audio — transcribed to text.

  • Plain text — read as-is.

The extracted text becomes available to Vero when you generate or regenerate the note — so anything in the uploaded document that's relevant to your template (past medical history, medications, reason for referral, etc.) will be drawn into the appropriate section.

As with any AI-generated output, you are responsible for reviewing the note and verifying that the details pulled from uploaded documents are accurate before relying on them clinically.


Storage & Privacy

  • Uploaded files are stored in your region (Canada or United States, depending on your account), encrypted at rest and in transit, under the same access controls as the rest of your clinical data.

  • Files stay attached to their encounter. If you delete the encounter, or if your auto-delete retention window elapses, the uploaded files are deleted with it.

  • Uploaded content is never used to train, develop, or improve Vero's proprietary AI models.

  • For full details on data handling, see Privacy, Security & HIPAA at Vero and our Privacy Policy.


When Things Don't Work

  • File too large: Files over 100 MB are rejected. For long audio, trim it first or split into parts.

  • Encrypted or password-protected PDFs: Vero can't open these. Remove the password and re-upload.

  • Silent or empty audio: Nothing to transcribe — Vero will show an error. Check your recording.

  • Unsupported file type: If the extension isn't on the list above, convert it first (e.g., export a .pages file as PDF).

  • Upload failed: Check your internet connection and try again. If the issue persists, refresh the page and retry.


Tips

  • Upload before generating. Attach your documents first, then generate the note — that way Vero has the full context from the start.

  • Clean scans work best. The clearer the image, the better OCR performs. A good-lighting phone photo is usually fine.

  • Trim audio to what matters. Long recordings work, but shorter clips of the relevant portion transcribe faster and give Vero a tighter signal.

  • You can upload multiple files. Attach as many documents as you need for a single encounter.

Did this answer your question?