Record more. Update the same note.

A new detail comes up after you create a note. The plan changes. You want to make a correction before finalizing. Smart Record lets you bring those changes into your existing text note using your voice.

Stay in your open note and use Smart Record to continue the patient conversation or say what you want to add, correct, or refine. When you stop recording, Vero uses the new information to update that same note.

Keep the visit together. Add newly recorded information to the note you already created.
Make corrections by voice. Say which detail should change and what should replace it.
Refine the wording. Ask for a more concise section or a different format in this note.

Use Smart Record in your note

Use Smart Record while the visit continues, or whenever you want to add a finding, correct a detail, or refine a section in an existing text note.

Smart Record microphone and waveform control on an open text note

The microphone control on an open text note is labelled Record to update the note.

Open your note. Confirm the patient and encounter, then select the note’s microphone control: Record to update the note. On a phone, it may appear in the bottom bar. Allow microphone access if prompted.
Speak the update. Continue the conversation, dictate new information, or clearly say what you want changed.
Stop to update. Select Stop and update the note. Vero processes the recording and updates your current note automatically. Wait for the update and saving to finish, then review the complete note.

You can stay in the note throughout. Smart Record applies the update after you stop recording; there is no separate Create action needed.

Try saying…

You can combine new visit information and editing instructions in the same recording. Be specific about the section and change you want.

Add a finding: “Add to the history that the cough started three days ago.”
Correct a detail: “Change the follow-up from two weeks to four weeks.”
Refine a section: “Make the plan more concise.”
Adjust the format: “Use bullet points in the assessment and plan.”

Use “add,” “replace,” or “change” to make your intention clear. These are example instructions; only include facts and changes that apply to the patient’s actual visit.

Before you finalize

Follow your organization’s consent and recording procedures. Keep Vero open until recording, transcription, updating, and saving have finished.

Always review the complete updated note before copying, exporting, or adding it to the medical record. Check patient details, findings, medications, doses, assessment, plan, and previous edits. Correct anything missing or inaccurate; a completed update does not confirm every requested change was applied.

Frequently asked questions

Does my note update while I am still recording?

No. Smart Record updates the note after you select Stop and update the note. Allow transcription, updating, and saving to finish, then review the result.

How is Smart Record different from dictation?

Dictation inserts spoken words as text where you are working. Smart Record uses a recording to incorporate new visit information or requested changes into an existing note, rather than simply inserting the spoken words at your cursor.

Which notes can I update?

The note’s Smart Record microphone is available for text notes created from note templates. PDF forms and documents created through Chat use their own editing workflows. It is unavailable while the note is being created or another recording or dictation is active.

Do I need to select Create again?

No. Once you have created a text note, you can use Smart Record directly in that note. Record more of the visit or speak your additions and changes, then select Stop and update the note. Vero updates the note after processing the recording. You do not need to return to Context & Record or select Create again for this workflow.

Does this change my template or future notes?

Smart Record updates the current note. A request about future notes or your saved template needs a separate template change. Use Edit Template from the note’s tab, or follow Vero Learn for reusable changes.

Does Smart Record count toward my usage?

Note updates through Smart Record count toward your plan’s usage allowance. If your plan’s available actions have been used, Vero may ask you to upgrade before continuing. See Plans & Billing.

Troubleshooting

I cannot find or use the microphone control

Open a generated text note and wait for it to finish loading. Stop any other active recording or dictation. PDF forms and Chat-created documents do not show this control. If the note is locked by your plan, review the upgrade prompt.

“Nothing was transcribed from the recording”

Check microphone permission, the selected microphone, and any mute, disconnected, or no-audio warning. Confirm the waveform responds when you speak. Once the microphone is working, record the information again and wait for transcription to finish. For more checks, see Microphone & Browser Issues.

“The recording didn’t change this note”

The recording may repeat information already in the note or may not contain a clear addition or change. Check the note, then record a more specific instruction if something still needs to be updated.

“Not done” or a request was not carried out

Some requests belong in another part of Vero. Follow the message shown:

Another note or document: use Create Note.
Template changes: use Edit Template from the note’s tab.
Tasks or reminders: use Tasks in the toolbar.
Billing codes: use Codes in the sidebar.

If a request needs missing clinician or patient details, add them in Settings → Profile or through the patient control beside the encounter title. If the instruction was unclear, say exactly what you want changed.

“Skipped a line you were editing”

A line you were actively editing was skipped during the displayed update. Review the indicated text and the final note. Apply the intended correction manually, or give a clear follow-up instruction after the current update and save have finished.

“Couldn’t update the note” or updating remains stuck

Use Try again if offered. Keep the encounter open while transcription, updating, or saving is unfinished; do not repeatedly refresh or clear browser/app data.

If it continues, use your existing support chat and include the encounter link, approximate time and time zone, device/browser or app version, and exact message. Avoid unnecessary patient information in screenshots or email. See Contact Support.