Create a referral letter, patient handout, or another document from information already captured for the same visit. Keep the outputs together in one encounter and review each one before sharing it.

Be explicit when you want a separate document. An instruction to edit the current note is a different request. Check the output’s name and patient before applying or sharing it.

You do not need to record the visit again to create another output. Use a separate encounter for a different patient or a new visit.

Use the create-note/template control near the encounter’s note tabs and choose the template for the document you want, such as a referral letter or patient instructions.

If you need a template, open Templates, browse Discover, and copy a suitable template into your library, or create one using Template Basics. Return to the same encounter to use it.

If the new document should use details from another saved note in this encounter, open Settings → Note Settings and enable Reference Current Encounter Notes. Review the earlier note first. See Reference Notes for the scope of this setting.

Create the output using the chosen template, then review the full result against the visit information.

Edit the document directly or ask Vero Chat for a focused revision. A generated document still needs your review before it is used.

Use the document toolbar to copy the text, download PDF or Word, print, or email. Text notes are emailed in the message body; filled PDF forms are sent as PDF attachments. Check the recipient and obtain the required patient consent before sending.

See Exporting Notes for the full workflow. Creating a letter does not itself send a referral, book an appointment, or submit a claim.