These workflow flows show how Vero's AI-enabled clinical decision support features can fit into primary care documentation, evidence review, patient-context review, and source-backed question answering.
Clinical responsibility: Vero supports clinical reasoning and documentation. It does not replace professional judgment. Clinicians should verify all AI-generated output before using it for patient care or the medical record.
At a Glance
Workflow | Best for | Typical primary care examples |
AI Scribe with CDS | Routine visit documentation plus red-flag and documentation review | Diabetes follow-up, hypertension review, medication renewal, mental health visit |
Evidence Query with Patient Context | Focused clinical questions where patient-specific factors matter | Renal dosing, first-line therapy, screening interval, red flags, medication interactions |
Evidence Collections | Clinic or organization-specific guidelines and protocols | Local referral pathways, regional prescribing guidance, chronic disease protocols |
Primary Care Follow-Up Visit | Longitudinal care with prior patient context | Lab review, medication titration, post-ED follow-up, chronic disease monitoring |
Flow 1: AI Scribe with CDS During a Primary Care Visit
Example use case: A family physician documents a diabetes and hypertension follow-up, then uses Insights or Vero Chat to check whether key monitoring items, red flags, medication changes, and follow-up instructions are captured.
Start encounter: Create a new encounter and select the appropriate note template.
Capture context: Record the visit, type notes, upload relevant documents, or combine these inputs.
Generate draft note: Vero creates a structured clinical note using the selected template, transcript, typed context, uploads, patient context, and preferences.
Review decision-support output: Use Insights or ask Vero Chat to identify missing details, red flags, differential considerations, or documentation gaps.
Refine note: Edit directly or use Vero Chat to revise, clarify, summarize, or add patient instructions.
Clinician approval: Review the final note for accuracy and completeness.
Export to EMR: Copy, export, print, or download the note for the downstream record workflow.
Primary care examples: diabetes follow-up, hypertension medication adjustment, depression follow-up, preventive care visit, complex multi-issue appointment.
Flow 2: Evidence Query with Patient Context
Example use case: A clinician asks whether a medication is appropriate for a patient with chronic kidney disease and current ARB therapy, turning on Research when citations are needed.
Open Vero Evidence: Open Evidence from the left sidebar.
Attach patient context when relevant: Click the + button, choose Patient, and select the relevant patient profile so Vero can consider available demographics, history, medications, allergies, and other patient factors.
Turn Research on when citations matter: Click the + button and enable Research when the answer should use peer-reviewed literature or authoritative clinical sources.
Ask a focused question: Ask a specific clinical question, such as a guideline, medication, workup, dosing, interaction, or red-flag review question.
Review answer and citations: When Research or selected sources are used, review citations and source material where needed.
Apply clinical judgment: Decide what is appropriate for the individual patient and document accordingly.
Primary care examples: first-line hypertension therapy, diabetes medication choice with renal impairment, pediatric dosing question, UTI antibiotic choice, anticoagulation interaction check.
Flow 3: Evidence Collections for Local Guidelines or Protocols
Example use case: A clinic creates a shared collection for local referral criteria, chronic disease pathways, and provincial guidance so clinicians can ask questions against the same approved materials.
Create collection: Create an Evidence Collection for a topic, guideline set, or clinic workflow.
Add sources: Add PDFs, Word documents, plain text files, and public URLs.
Index content: Vero extracts and indexes the material so it can be searched later.
Select collection during a query: In Evidence or Vero Chat, click the + button, choose Library, and select the relevant collection.
Receive source-backed response: Vero prioritizes relevant passages from the selected collection and cites source material where available.
Maintain collection: Update or replace documents when guidelines or internal protocols change.
Primary care examples: local diabetes pathway, hypertension management protocol, mental health referral guide, cancer screening guideline, pregnancy medication reference.
Flow 4: Primary Care Follow-Up Visit
Example use case: A clinician reviews abnormal labs, confirms medication adherence, adjusts treatment, generates patient instructions, and documents the follow-up plan.
Prepare: Open the patient profile and relevant prior context.
Document visit: Record or type the follow-up discussion, including symptoms, medications, adherence, adverse effects, investigations, and plan.
Generate note: Vero produces a structured follow-up note tailored to the selected template.
Check CDS support: Use Insights, Vero Chat, or Evidence to review red flags, guideline considerations, treatment options, or monitoring questions.
Update patient instructions: Vero Chat can draft patient-facing instructions that the clinician reviews and edits.
Finalize: Verify the note and export it to the EMR workflow.
Primary care examples: A1c review, blood pressure follow-up, medication side-effect visit, post-hospital discharge follow-up, lab result counseling, chronic pain reassessment.
Flow 5: Patient Instructions After a Visit
Example use case: After a visit for asthma, back pain, or new medication counseling, the clinician asks Vero Chat to draft plain-language instructions and then edits them for the patient.
Generate or open the note: Use the completed encounter note as clinical context.
Ask Vero Chat: Request patient-friendly instructions, return precautions, medication counseling, or lifestyle advice.
Review for accuracy: Confirm that instructions match the plan and the patient's clinical context.
Adjust language: Simplify wording, translate when appropriate, or change tone for the patient's needs.
Share: Copy the reviewed instructions into the clinic's usual patient communication workflow.
Primary care examples: metformin counseling, asthma action instructions, UTI return precautions, hypertension lifestyle advice, ankle sprain care, viral illness guidance.