What Memory Does
Memory lets Vero remember durable, non-patient-specific clinician preferences you explicitly ask it to save, then apply those preferences when generating future notes.
Use Memory for preferences that should carry forward across encounters, such as how you like notes formatted, how you prefer documentation phrased, or how you want certain sections written when a note is generated.
Memory affects the generated output after a note type or template has been selected. It is not an automation rule for choosing templates, creating encounters, attaching patients, or deciding whether a visit should be a consult or follow-up.
Memory is not for patient information. Vero should not save patient facts, encounter facts, diagnoses tied to a patient, demographics, identifiers, contact information, or anything that looks like PHI as Memory.
When to Use Memory
Ask Vero to remember preferences that are reusable, apply to generated notes, and are not patient-specific.
Good Memory | Do Not Save as Memory |
“Remember that I prefer paragraph-style assessment and plan sections.” | A patient’s diagnosis, symptoms, medication list, phone number, or health card number. |
“For referral letters, always keep the tone concise and formal.” | Details from today’s visit that belong only in the current encounter note. |
“When drafting patient instructions, use plain language and a warm tone.” | Facts about a named patient, family member, caregiver, or clinical case. |
“Remember that I prefer medication plans grouped by problem.” | Clinical evidence, guideline content, or facts that need to be checked against the current source material. |
“For follow-up notes, keep the plan grouped by active problem.” | “Use New Patient SOAP for new patients and Follow-up SOAP for established patients.” Memory does not auto-select templates. |
What Vero Can Remember
Saved memories are grouped into four practical categories:
Formatting – note layout, bullets vs. paragraphs, section style, phrasing patterns, or documentation structure.
Workflow – reusable preferences for how Vero writes generated note content, such as how to phrase referral text, follow-up instructions, forms, or administrative sections inside the generated output.
Communication – tone, reading level, language style, or preferred phrasing for patient-facing or colleague-facing text.
Preference – general durable documentation preferences that do not fit neatly into the other categories.
What Memory Does Not Do
Memory does not automatically change how encounters are set up. It does not:
Auto-select a note template.
Switch between consult and follow-up templates based on whether a patient has previous notes.
Preset templates for future scheduled encounters.
Create or attach patient profiles.
Create tasks, follow-ups, or other app actions on its own.
Change Settings > Note Settings or template defaults.
To use a specific template, choose it from the template selector before creating the note. If you regularly use different templates for new patients and established patients, create or favorite those templates and select the right one before clicking Create.
How to Save a Memory
Open Vero Chat.
Tell Vero what you want it to remember.
Phrase it as a durable note-generation preference, not a one-time instruction or an app automation rule.
Examples:
“Remember that I prefer concise bullet points for plans.”
“Remember to use plain language when drafting patient instructions.”
“Remember that for consult notes, I prefer the impression before the plan.”
Vero should only say a preference was remembered after the Memory action succeeds.
Update, List, or Forget Memories
You can manage Memory in natural language through Vero Chat:
List memories – “What do you remember about my preferences?”
Update a memory – “Update my referral letter preference to use a more concise tone.”
Forget a memory – “Forget my preference about paragraph-style plans.”
You can also review and delete saved memories from Settings > Memory.
Memory vs. Learnings
Feature | Use It For |
Memory | Durable clinician preferences you explicitly ask Vero to remember for generated note output, such as formatting, communication style, phrasing, or general documentation preferences. |
Example notes that teach Vero the structure and style of a specific template or note type. | |
The note type and structure Vero should use. Templates are selected separately before note generation. | |
Specific word replacements, abbreviation expansions, spellings, or preferred phrases that should be applied consistently. |
Best Practices
Be explicit: “Remember that...” works better than a vague preference.
Keep memories non-patient-specific.
Use Memory for durable note-output preferences, not instructions that only apply to one encounter.
Choose the correct template before creating the note; Memory will not switch templates automatically.
Review your saved memories periodically in Settings > Memory.
If a preference changes, ask Vero to update the existing memory instead of saving a duplicate.