Be present for the visit.
Capture the patient’s words and family input as the conversation unfolds.
Be there for every generation. Turn family conversations into organized notes, with templates for every stage of life.
No credit card required. 10 free actions every month.

One practice. Every stage of life.
From the visit to a note that fits the way you work.
Capture the patient’s words and family input as the conversation unfolds.
Bring patient priorities, caregiver observations, and next steps together.
Edit in Vero, then copy the note into your EMR.
Well-child visits
Home & schoolCaregiver questions
Space for the child’s voice and the family’s questions.
Adult follow-ups
Since last timeWhat’s next
Connect today’s conversation with the previous visit.
Older adult visits
Patient preferencesFamily support
Keep personal preferences and caregiver support together.

Showing the well-child example.
Showing the adult follow-up example.
Showing the older adult example.
Follow each person’s words into the note, from personal preferences to family support.

Patient
“A morning appointment would fit around my walk. Please contact me directly; I’ll share the details with my daughter.”
Family visit note
Four family medicine note templates. Choose one, make it your own, and use it again.

Well-child template selected.
A simple layout for the child’s questions, family routines, and next steps.
Child and caregiver priorities
Child’s perspective · Caregiver’s questions
Daily life and family context
Home and school · Daily routines
Visit notes
History · Findings and assessment
Family medicine — Well-child visit Date: [date] | Age: [age] | Accompanied by: [name / relationship] Child and caregiver priorities Child’s perspective: [their words] Caregiver’s questions: [topics] Daily life and family context Home and school: [updates] Daily routines: [details] Growth and development: [notes] Visit notes History: [details and source] Findings and assessment: [your notes] Plan: [decisions and actions] Next steps Action: [task] | Owner: [person] | When: [date] Next visit: [date] Questions for next time: [topics]
Adult follow-up template selected.
Connect today’s updates with the previous visit, the patient’s goals, and any records brought to the appointment.
Patient priorities
Today’s questions · Patient goals
Since the previous visit
Changes and progress · Earlier actions
Visit notes
History · Findings and assessment
Family medicine — Adult follow-up Date: [date] | Format: [in person / video / phone] Previous visit: [date and focus] Patient priorities Today’s questions: [topics] Patient goals: [their words] Since the previous visit Changes and progress: [updates] Earlier actions: [status] Records or letters: [date, source, and key points] Visit notes History: [details and source] Findings and assessment: [your notes] Plan: [decisions and actions] Next steps Action: [task] | Owner: [person] | When: [date] Next appointment: [date and format] Questions for next time: [topics]
Several concerns template selected.
An easy-to-scan note with a separate section for each topic.
Visit agenda
Patient priorities · Family input
Topic 1: [name]
History and source · Findings and assessment
Topic 2: [name]
History and source · Findings and assessment
Family medicine — Several concerns Date: [date] | Format: [in person / video / phone] Others present: [name / relationship] Visit agenda Patient priorities: [their words] Family input: [person and key points] Today’s focus: [topics] Topic 1: [name] History and source: [details and who reported them] Findings and assessment: [your notes] Plan: [decisions and actions] Action: [task] | Owner: [person] | When: [date] Topic 2: [name] History and source: [details and who reported them] Findings and assessment: [your notes] Plan: [decisions and actions] Action: [task] | Owner: [person] | When: [date] For the next visit Topics to revisit: [questions] Records or forms: [item and deadline] Next appointment: [date and format]
Older adult template selected.
Space for the patient’s priorities, family input, and help with appointments.
Patient priorities
Today’s questions · Daily routines and updates
Caregiver input
Observations · Support offered
Visit notes
History · Findings and assessment
Family medicine — Older adult with caregiver Date: [date] | Format: [in person / video / phone] Accompanied by: [name / relationship] Patient priorities Today’s questions: [their words] Daily routines and updates: [patient’s account] Preferred contact: [method and person] Caregiver input Observations: [person, details, and timeframe] Support offered: [task and person] Patient’s preferences: [agreed help] Visit notes History: [details and source] Findings and assessment: [your notes] Plan: [decisions and actions] Next steps Action: [task] | Owner: [person] | When: [date] Appointment support: [person and task] Next appointment: [date and format] Questions for next time: [topics]
Notes for different ages, input from parents and caregivers, and templates that fit the way your family practice documents care.
Yes. A well-child template can lead with the child’s perspective, caregiver questions, growth, and school routines. An adult follow-up can focus on changes since the previous visit. An older-adult template can give family support and the patient’s preferences their own sections. Copy a template from this page, adapt the headings, and save it in Vero.
Use separate headings such as “Child’s perspective” and “Caregiver reports,” with the caregiver’s relationship beside their name. Each person’s contribution then has a clear place alongside your findings and assessment. The caregiver example on this page shows how those sections work together.
Start with the child’s and caregiver’s agenda, source of history, growth and development, daily routines, clinician findings, and next steps. Home and school updates help give the conversation context. The well-child template on this page provides headings you can copy and adapt in Vero.
Use a “Home and school context” section with a source for each update. For example, “Parent reports a later bedtime since school started” and “Child says mornings feel rushed” capture two parts of the same routine. Give a school letter its own date and source, then group the questions raised for discussion.
Start each note with who attended and their relationship to the patient. For example, “Father attended today; grandmother attended the previous visit” gives the reader context. Attribute today’s observations to the person sharing them, date any earlier family input, and record the patient’s current preferences for appointment help or communication.
Give each perspective its own entry. For example, “Patient keeps their own calendar” can sit alongside “Daughter helps add clinic appointments.” Separate headings make each person’s role easy to read, with room for follow-up questions.
Yes. Edit the note in Vero, then copy it into your EMR’s note field. The templates on this page use plain text headings for patient and caregiver input, visit topics, and next steps, so you can adapt the structure to your chart’s format.
Include the patient’s priorities, who attended and their relationship, the source of each part of the history, caregiver observations, clinician findings, and the agreed plan. Record the patient’s stated preferences for support or communication and identify who will carry out each action. The older-adult template on this page provides separate prompts for these details, including questions still open at the end of the visit.

Choose a family medicine template and bring the patient’s account, caregiver input, and your findings together in the format your practice uses.
No credit card required. 10 free actions every month.