Earlier product update. This article describes an earlier set of improvements to note formatting and learned styles. For current setup instructions, see Template Intermediate: Rules, Fields, and Structure, Template Mastery: Becoming a Power User, and Note Customization.

We’ve made a major improvement to how Vero creates notes. The goal is to make generated notes follow your preferred structure more reliably, place information in the right sections, and reduce extra formatting that does not match your usual documentation style.

You may notice that some notes look a little different after this update. In many cases, that is because Vero is now following your learned note style or your template’s specific fields and rules more accurately.

If you have taught Vero a preferred note style, Vero should now pay closer attention to the way your examples are organized. This includes section headings, numbered problem groupings, where results are placed, whether follow-up appears as its own section, and whether your notes usually include or omit certain headers.

Vero should now follow specific template fields and rules more reliably. If your template clearly says where information belongs, how a section should be formatted, or what should be omitted when information is missing, that guidance should have a stronger effect on the final note.

This also means that notes may look different when a template is more specific than the old default format. For example, a field like [Physical exam findings by system examined] gives Vero more direction than a broad field like [Exam].

Vero should do a better job keeping information in the correct part of the note. Symptoms and history should stay in history-style sections, exam findings and completed results should stay in Objective or Results-style sections, and management should appear where your template or learned note style expects it.

Objective sections should better preserve clinically meaningful exam findings, including laterality, severity, functional findings, abnormal findings, and focused normal findings when they are supported by the visit. Vero should avoid vague wording such as “not documented” when a normal focused exam phrase is more appropriate.

Concise mode is now more concise. It is intended to create a shorter, cleaner note that still captures the clinically important information, rather than a lightly shortened version of a detailed note.

Encounter titles are handled more cautiously. A title such as “Annual Wellness” or “Follow up” should not be treated as the patient’s name.

Usually, no. Existing templates should continue to work. However, if your template uses very broad placeholders, you may get better results by making the fields more specific.

Use specific fields and clear rules. Avoid very broad placeholders like [Full note] or [Exam] when you want predictable structure. Split large fields into smaller fields, and place rules close to the field or section they apply to. For more detail, see Template Intermediate: Rules, Fields, and Structure.

Both matter. The template tells Vero what sections and fields are available. Learned examples help Vero understand your preferred organization, formatting, and style. When learned examples are available, Vero should use them to guide the note’s structure unless doing so would conflict with clinical accuracy or a specific required template instruction.

Vero may omit a section when there is no source-backed information for it, when the template says to omit empty sections, or when your learned examples usually do not include that type of section.

If a template clearly requires a field or provides a specific fallback, Vero should still follow that instruction. Required template instructions remain important.

Yes. Balanced and Thorough modes are still available. Balanced is intended for a practical middle-ground note. Thorough is intended for encounters where more clinical context is needed.

Use Bullets in Note Settings or the note's Customize panel. For paragraph-style output, specify the format in the template or teach it with a learned example. There is no separate Paragraphs toggle. Templates, learned examples, and existing saved preferences can affect the final format.

Vero may include these labels when your template or learned note style uses them. If your style does not use those labels, Vero should avoid adding them unnecessarily.

Uploaded documents and background records can still be used, but Vero should be more careful about not turning old history, medication lists, or background records into active problems unless they are relevant to the current encounter.

If the note does not match your preferred format, use a clear example note to teach Vero the desired structure. If you are using a custom template, make the fields specific and add rules next to the sections where you want them applied.