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Memory: Saved Clinician Preferences

How Vero remembers durable clinician preferences for chat and note generation, and how to review or delete saved memories.

What Memory Does

Memory lets Vero remember durable clinician preferences you explicitly ask it to save, then apply those preferences in future chats and note generation.


Use Memory for preferences that should carry forward across encounters, such as how you like notes formatted, how you prefer instructions phrased, or workflow habits you want Vero to remember.

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 and 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.

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 – recurring ways you want Vero to help, such as how to handle referrals, forms, follow-ups, or administrative outputs.

  • Communication – tone, reading level, language style, or preferred phrasing for patient-facing or colleague-facing text.

  • Preference – general durable preferences that do not fit neatly into the other categories.

How to Save a Memory

  1. Open Vero Chat.

  2. Tell Vero what you want it to remember.

  3. Phrase it as a durable preference, not a one-time instruction.

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 Account → Preferences → Memories.

Memory vs. Learnings

Feature

Use It For

Memory

Durable clinician preferences you explicitly ask Vero to remember, such as formatting, workflow, communication style, or general documentation preferences.

Example notes that teach Vero the structure and style of a specific template or note type.

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 preferences, not instructions that only apply to one encounter.

  • Review your saved memories periodically in Account → Preferences → Memories.

  • If a preference changes, ask Vero to update the existing memory instead of saving a duplicate.

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