Where Customization Fits

The optimal workflow is:
  1. Create Template – define the structure.
  2. Customize Note – adjust detail and formatting for this encounter.
  3. Learnings – teach Vero your long-term style.
Customization applies only to the note you’re working on. You can apply it to all notes in the settings.

Detail Level

Use the slider to adjust how detailed your note should be:
  • Concise – Pertinent positives and negatives only. Ideal for quick visits or brief notes.
  • Balanced – Clear structure with enough depth for most encounters.
  • Detailed – Expanded narrative, detailed assessments, and reasoning.

Quotes

Enable Quotes to capture patient statements exactly as they were spoken. This adds emotional context and helps preserve the patient’s voice in the record. Useful for:
  • Symptoms expressed in the patient’s own words
  • Emotional or psychosocial concerns
  • Sensitive issues that need exact phrasing
Quotes appear in quotation marks within the note for clarity.

Abbreviations

Toggle Abbreviations to use standard medical shorthand in your notes. Examples:
  • “HTN” for hypertension
  • “DM” for diabetes mellitus
  • “SOB” for shortness of breath
This keeps notes compact and faster to read for clinicians familiar with medical terminology.
If you prefer expanded terms for clarity (e.g., for learners or patients), keep abbreviations off.

Bullets

Enable Bullets to format lists as hyphenated or itemized lines. This is useful for problem lists, investigations, and treatment plans.

Paragraphs

Toggle Paragraphs to generate narrative, prose-style notes. This is helpful when detailed context or continuous flow is needed. Benefits:
  • Ideal for consults and referrals
  • Easier to read in narrative-heavy sections
  • Can mirror traditional dictation styles

Applying Customization

After adjusting settings, click Regenerate Note to apply them. Your note will be instantly reformatted with the chosen options.
You can change customization for one note, or update your default settings in the Preferences panel (bottom-left corner).

Next Steps

Now that you’ve customized your notes, level up your workflow with templates.