Confirm Vero has microphone permission and the correct input is selected. If a recording segment could not be saved or transcribed, keep the encounter open and contact Support.

Check the file type and approximate size against Upload Documents. These checks apply to files attached to an encounter.

Use an Existing Note and Import a Template use pasted text in the template-creation flow. They are separate from uploading a document to an encounter. If template creation fails again after one safe retry, share the exact error and the creation method with Support; an encounter upload is not a replacement for that action.

Tell Support if the issue happens only on a particular clinic network or while using a VPN. Test a different connection only if your organization's policy allows it. Do not change network settings as a routine response to an unrelated template or formatting error.

Wait for the note to finish loading or generating, then make a new edit in the note editor. Learn needs a change made since the note loaded or the last edit was submitted; resubmitting an unchanged note is disabled. Learn is available for text templates, not PDF forms. If Vero displays an access message, your account needs an active plan or remaining free usage.

This means Vero did not change the template. Your edit may be specific to this patient, already expressed in the template, or unclear as a reusable preference. Demonstrate a clear style or structure change and try again, edit the template directly and Save, or ask Fin in the support chat for help expressing the reusable change.

Keep the edited note and any unsaved work safe. If the message says the template changed during learning, review the latest template version before retrying. If it says a personal copy was created but learning did not finish, find and review that copy before trying Learn from it. If Vero cannot confirm what was saved, review the template and version history and ask Support if the result is unclear. After one safe retry, repeated failures should go to a support staff member.

The changeover migrates everyone’s templates automatically; you do not need to migrate or re-create them yourself. Learn now saves reusable changes into the template. Check that you are using the intended template and active version, including a personal copy when applicable.

To use an earlier template, open it in Templates, choose the earlier number from Version, review it, then click Save. This restores the template for future notes; it does not rewrite existing notes.

Check where the edit was made. Encounter Chat shows a saved version after a successful supported template edit. Chat inside the template editor applies changes that still need Save. Review the template and version before regenerating a note. See Template Basics.

If the template still needs adjustment, ask Fin in your existing support chat for focused steps or a suggested template instruction. Share the template version and the change you want; you can review and apply the suggestion in the template editor.

Ask Fin in the in-app support chat to help troubleshoot the template. Describe the expected result, what happens instead, the template version, and whether the issue started after Learn or the changeover. Fin can explain the steps and suggest instructions you can review and apply. If the output still contradicts a clear saved rule after focused troubleshooting, the team can investigate; you do not need to keep rewriting the same rule.

For missing or repeated headings, literal markers, unexpected formatting, or wrong section placement, keep an affected example and say where the issue appears: in Vero, after reopening, or after copying elsewhere. Include an encounter link when relevant; avoid pasting unnecessary patient information. See Vero Learn for the new workflow and changeover Q&A.