Panel Management helps clinicians use Vero Chat to ask roster-level and population-health questions across the patient context available inside Vero.
Instead of reviewing one chart at a time, clinicians can ask Vero to look across patient profiles, custom patient sections, and recent linked encounter or note context to find actionable patients for review.
Feature summary: Panel Management is best for finding care gaps, medication-safety monitoring needs, follow-up loops, outreach priorities, and patient-specific task candidates across a roster.
Clinical responsibility: Panel Management supports clinician review. It does not make final clinical decisions or replace chart verification. Clinicians should verify outputs before taking action.
At a Glance
Area | What Vero can help find | Common next step |
Care gaps | Possible overdue monitoring, screening, or preventive-care needs | Review chart, contact patient, order follow-up, or create tasks |
Medication safety | Monitoring needs, high-risk medications, combinations, or review candidates | Verify labs/history and plan medication review or monitoring |
Follow-up loops | Possible open loops after ED/hospital care, abnormal results, repeat testing, or referrals | Close the loop, document status, or assign follow-up work |
Outreach | Patients who may benefit from proactive contact or chronic-disease follow-up | Prioritize outreach lists and care coordination |
Tasks | Patient-specific follow-up work generated from panel findings | Review, edit, select, and create approved tasks |
How to Use Panel Management
Open Vero Chat. Use Vero Chat from the main workspace or from the context where you normally ask clinical and workflow questions.
Ask a panel-level question. Name the cohort, condition, medication, care gap, follow-up loop, or outreach problem you want Vero to review.
Provide criteria when needed. If your clinic uses a specific guideline, registry definition, screening interval, or program rule, include it in the prompt.
Review the patient list. Vero returns candidates from the available Vero context and focuses on patients who appear actionable for the requested workflow.
Act or create reviewed tasks. Verify the chart context, then document, contact the patient, order follow-up, update the profile, or prepare a task review list.
Prompt pattern: Start with the workflow, then the cohort, then the output you want. Example: "Identify care gaps for diabetic patients who may be overdue for HbA1c."
Guideline and Research-Supported Criteria
Some panel questions are straightforward because the clinician supplies the criteria in the prompt. Others require Vero to establish the clinical threshold before reviewing the roster.
For medical questions that depend on guideline criteria, screening eligibility, monitoring intervals, medication-safety labs, or jurisdiction-specific thresholds, Vero first establishes the criteria, then applies those criteria to the available patient context.
When Research is enabled: If the panel request needs source-backed medical criteria, Vero can search guideline and evidence sources first, summarize the relevant criteria, and then review the patient panel against those criteria.
Examples include:
Checking current screening eligibility before looking for patients overdue for cancer screening.
Reviewing monitoring guidance before assessing patients on lithium, methotrexate, ACE inhibitors, ARBs, diuretics, DOACs, or chronic NSAIDs.
Clarifying the relevant interval before labeling a patient overdue for annual, six-month, or three-month monitoring.
Using local, provincial, national, or specialty-society guidance when the criteria are jurisdiction-sensitive.
Workflows
Identify Care Gaps
Use when: You want to find patients who may be overdue for monitoring, screening, or preventive care.
Example prompts:
Find diabetic patients who may be overdue for HbA1c.
Find diabetic patients who may be overdue for eGFR or urine ACR.
Find diabetic patients who may be overdue for retinal screening.
Find patients who may be overdue for colorectal, cervical, breast, or lung cancer screening.
Identify patients with multiple possible care gaps who may benefit from coordinated outreach.
Review Medication Safety
Use when: You want to review patients on medications that may require monitoring, reassessment, or safety follow-up.
Example prompts:
Review patients on ACE inhibitors, ARBs, or diuretics for monitoring needs.
Review patients on lithium or methotrexate for monitoring or safety concerns.
Review patients on DOACs or chronic NSAIDs for safety or monitoring concerns.
Review patients with polypharmacy who may benefit from medication review.
Identify medication-review candidates before a visit or team huddle.
Close Follow-Up Loops
Use when: You want to find unresolved follow-up work that may be spread across recent encounter notes or patient context.
Example prompts:
Find patients who may need follow-up after ED visits or hospital discharge.
Find patients with abnormal labs, imaging, or pathology that may need follow-up.
Find patients who may need repeat testing.
Find patients with referrals or specialist recommendations that may need follow-up.
Identify patients with possible documentation cleanup or unresolved care-coordination items.
Prioritize Outreach
Use when: You want a focused list of patients who may benefit from proactive outreach or chronic-disease follow-up.
Example prompts:
Prioritize patients with frailty, multimorbidity, or frequent acute-care use.
Prioritize patients with multiple open care gaps.
Prioritize patients who may need medication review.
Prioritize patients who may need chronic disease follow-up.
Prepare an outreach list for a care coordinator, administrative team, or clinician review session.
Roster Hygiene and Profile Readiness
Use when: You want to improve the quality of patient context before running broader panel workflows.
Example prompts:
Find patient profiles with sparse medication, allergy, or history context.
Identify patients whose custom sections may need updating.
Review whether key program fields, risk tiers, or chronic-disease context are missing.
Prepare patient profiles before population-health review, team-based outreach, or chronic disease clinics.
Clinic-Specific Programs
Use when: Your clinic tracks local program information, care preferences, risk tiers, or specialty-specific details in custom patient sections.
Custom patient sections can support workflows such as frailty programs, chronic disease management, preventive-care outreach, medication-review programs, referral pathways, or team-based panel review. Vero can use those sections when responding to panel-level questions.
Task Management From Panel Findings
Panel Management can turn patient candidates into a reviewed task list. This is useful when the next step is outreach, follow-up, lab monitoring, referral follow-up, chronic disease review, documentation cleanup, or care coordination.
Review-first workflow: Vero prepares proposed tasks for clinician review. It does not automatically create panel-derived tasks without clinician approval.
Run the panel review. Ask Vero to identify actionable patients for the workflow.
Ask for a reviewed task list. For example: "Create a task list for these patients."
Review each proposed task. Check the patient, title, description, category, priority, status, due date, and supporting reason.
Edit or deselect tasks. Remove tasks that are not appropriate, adjust wording, or change priority and due date.
Create selected. Only selected and approved tasks are created.
Task safety: Vero may skip unavailable patients, invalid due dates, possible duplicates, or rows where the supporting evidence does not show why the patient matches the requested panel criterion.
Data Sources and Scope
Panel Management uses information available inside Vero, including:
Patient profile fields, such as demographics, medications, allergies, history, and contact details.
Custom patient sections created by the clinician or organization.
Recent linked encounter and note text available in Vero.
Scope note: Panel Management does not replace a full EMR registry, billing system, lab system, external screening database, or external EMR data source unless that information has been captured in Vero.
Best Practices
Ask specific questions and name the cohort, condition, medication, care gap, or follow-up loop you want Vero to review.
Provide criteria when your organization uses a specific guideline, pathway, registry definition, or screening interval.
Enable Research or ask for source-backed evidence when the criteria are guideline-dependent, jurisdiction-sensitive, current, or need citation.
Keep patient profiles and custom sections current so Vero has useful roster context.
Review panel outputs before acting, especially when the relevant information may live outside Vero.
Use task review for panel-derived work so clinicians can approve the final task list before creation.