Ask Vero Chat to complete an attached PDF form or one of your saved PDF templates. Review the filled fields before using the result. You can do this inside an encounter or in a standalone Chat/Evidence conversation.
To prepare a reusable form yourself first, follow PDF Forms. For documents uploaded only as encounter source material, see Upload Documents.
Choose the right place
Inside an encounter: use the visit for the patient the form belongs to. Vero can use that encounter’s source material and the information you supply in its Chat.
Standalone Chat or Evidence: attach the correct patient when needed, then supply the facts and source documents that should be used. Vero shows the form in the conversation.
Codes chat: use the encounter or a standalone conversation for form filling; the Codes workspace has a different purpose.
Fill an attached form
Open the correct encounter’s Chat, or start a standalone Chat/Evidence conversation.
Use + to attach the PDF form. You can also refer to a form uploaded to the current encounter.
Add the source information or supporting documents you want used. Check the patient before continuing.
Ask clearly, for example: “Fill this form using this visit’s information.”
Wait for filling to finish, then review every populated field against the source.
A PDF attached as reference material is different from a form you want completed. State which role the file should have. A Word document, spreadsheet, or image can supply supporting information, but it does not become a PDF form simply because you attach it.
Vero can attempt to detect printed blanks, boxes, and other recognizable fields on a flat PDF. Detection is not guaranteed for every scan or layout. Supported forms can be saved to your PDF templates for reuse; Vero may reuse a saved match rather than create another copy.
Use a saved form
Ask for the saved form by name, for example “Fill my saved referral form for this visit.” If several forms match, choose the intended one from the offered forms. If no form matches, attach the PDF or check your saved templates.
Review and change the result
In an encounter, the form opens as a note tab for that visit. In standalone Chat/Evidence, it appears in the conversation.
Check patient identifiers, dates, clinician details, medication information, checkbox/radio selections, and whether text fits.
Edit a field directly or ask Chat for a specific field correction.
Reopening a form that was already completed for the visit can show its saved answers and edits. It does not automatically refill the form each time.
Fill one form at a time. Review the first result before asking for another.
Download, print, or email
Use the completed form’s available download or print controls. Encounter PDF notes also provide email with the required patient consent. Review the final PDF and recipient before sharing it.
Creating or downloading a form does not submit a referral, insurance request, or billing claim to another organization.
Troubleshooting
Vero cannot find my form
Vero cannot find my form
Use its saved template name, select the intended match when offered, or attach the PDF. Confirm you are signed in to the account that owns or can access the form.
No fields were found
No fields were found
Use a clearer form with recognizable blanks or prepare fillable fields in a PDF editor. Keep the original file. If detection still fails, continue in Support with the form/template link and exact message.
The form contains information for another patient
The form contains information for another patient
Stop and check the patient, visit, and source documents. Open that patient’s own encounter or use a separate standalone conversation. Do not change the current visit’s patient solely to make an unrelated form fit.
The form is missing or has incorrect information
The form is missing or has incorrect information
Confirm the facts were present in the source used for this fill. Correct the field directly or ask Chat to change it. Historical notes are background information and do not establish that an old medication or diagnosis is current.
The form is too large
The form is too large
A PDF form used as a reusable template must be under 25 MB. Direct Chat attachments have a separate 50 MB limit; attaching a larger file does not make it eligible for form-template processing.
Frequently asked questions
Do I need to create a template first?
Do I need to create a template first?
No. You can attach a suitable PDF and ask Chat to fill it. Use Templates → PDF Template when you want to prepare and review the reusable form yourself first.
Is this the same as uploading a document for a note?
Is this the same as uploading a document for a note?
No. A source upload supplies information for a generated note. Form filling populates fields in the chosen PDF. Tell Chat whether the PDF is a form to complete or reference material.
Does Learn apply to PDF forms?
Does Learn apply to PDF forms?
No. Learn updates text-note templates. For PDFs, review and adjust the field guidance or the filled values as appropriate.