Vero's main navigation is in the left sidebar. This guide shows where to find the most common tools and settings.
Main Sidebar
New Encounter: create a new encounter workspace.
Quick start: select the lightning button beside New Encounter to start with your most recently used note workflow.
Evidence: ask clinical questions with research, files, patient context, or Evidence Collections.
Patients: browse patient profiles and start patient-linked encounters.
Tasks: review and manage follow-up work.
Templates: create, edit, copy, and browse note or PDF templates.
Recent encounters and chats appear below the main navigation, grouped by date.
Search
Select the Search icon near the top of the sidebar to search encounters, patients, and chats. You can also press Cmd+Option+K on Mac or Ctrl+Alt+K on Windows.
Help and Settings
At the bottom of the sidebar:
Help: open Vero Support and Help Center resources.
Free plan card: review your remaining actions and the date the allowance resets. Select the card to compare plans or upgrade.
Settings: manage account, preferences, security, and data.
Sign out: use the sign-out icon beside Settings.
Settings Map
Account
Profile: name, specialty, organization, and account email.
Billing & Usage: billing plan, activity history, invoices, and subscription controls.
Team: members, seats, invitations, roles, and team billing.
Free-plan allowance: Your remaining actions and reset date appear in the Free plan card near the bottom of the left sidebar, not on the Billing & Usage page.
Preferences
Note Settings: note defaults and Reference Notes.
Language: voice input and output languages.
Picture-in-picture: floating recording and documentation window.
Memory: saved clinician preferences.
Text replacements: recurring spelling, abbreviation, and phrase corrections.
Snippets: reusable text shortcuts.
Keyboard shortcuts: available workflow and editing shortcuts.
Security & data
Security: password, MFA, and active sessions.
Data retention: automatic deletion and deletion confirmations.
Archived: restore or permanently delete archived items.
Forms & documents: download consent forms, sign your Business Associate Agreement (BAA), and download the signed agreement.
Opening the Sidebar on Mobile
Tap the sidebar icon in the top-left corner. You can also swipe inward from the very left edge of the screen.
Date and Encounter Menus
Open the three-dot menu beside a date group to import a schedule, archive the group, or delete it. Open the menu beside an individual encounter or chat for item-specific actions.
Delete actions are permanent. Use Archive when you only want to remove an item from the active sidebar.