Improvements to Note Formatting, Templates, and Learned Styles
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.
What Improved
Better use of learned note examples
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.
More accurate template following
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].
Improved section placement
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.
Cleaner Objective and exam sections
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.
A more useful Concise mode
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.
More accurate patient identity handling
Encounter titles are handled more cautiously. A title such as “Annual Wellness” or “Follow up” should not be treated as the patient’s name.
What You May Notice
Notes may follow your learned note format more closely.
Specific template fields and rules may be followed more accurately.
Broad or generic placeholders may behave differently than before.
Vero may avoid adding generic template sections that are not part of your learned style.
Related information should stay grouped together more often.
Empty headings, empty bullets, and placeholder-style filler should appear less often.
Plan, management, and follow-up details should be placed according to your template or learned examples when possible.
Objective and exam findings should use clearer clinical wording.
Concise notes should be shorter and more focused.
Uploaded documents and background information should be used more carefully, especially when the visit scope is narrow.
Questions and Answers
Why does my note look different after this update?
In some cases, the note may look different because Vero is following your learned style or your template more accurately. Specific fields, formatting rules, placement rules, and learned examples may now have a stronger effect on the final note.
Do I need to change my saved templates?
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.
How can I make my template work best with this update?
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.
What matters more: my template or my learned examples?
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.
Why did Vero leave out a section?
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.
What if my template has a required field?
If a template clearly requires a field or provides a specific fallback, Vero should still follow that instruction. Required template instructions remain important.
What changed about Concise mode?
Concise mode should now produce a more compact note. It should focus on the main clinical facts, important decisions, active problems, and follow-up instructions, while avoiding extra background detail that is not needed for a concise note.
Will Balanced and Detailed still work?
Yes. Balanced and Detailed modes are still available. Balanced is intended for a practical middle-ground note. Detailed is intended for encounters where more clinical context is needed.
Will my bullet or paragraph settings still work?
Yes, but the template and learned note style may affect the final format. For example, if your learned examples consistently use a particular structure, Vero may preserve that structure when it is appropriate.
Why do I sometimes see Investigations, Labs, or Imaging labels?
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.
How does Vero use uploaded documents or background records?
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.
What should I do if a note still does not follow my preferred format?
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.
