AI documentation for federally qualified health centers
More presence. More connected care. Connect primary care notes, behavioral health handoffs, and access needs. Start with one team and measure the workflow with an FQHC pilot worksheet.
10 free actions every month.
Built for the people behind community care.
- Primary care
- Behavioral health
- Nursing
- Care coordination
One primary care visit. Four useful documents.
Follow one example conversation about appointments, local resources, and support. See how the same details become a visit note, two team handoffs, and a patient summary.
Primary care visit
Questions, priorities, and the agreed plan.
Behavioral health
A support request with appointment context.
Access needs
Ride options and nearby food resources.
Patient summary
Who will contact the patient and when.
The conversation
“I want to keep up with my care, but getting here can be hard.”
The context that matters
- Transportation
- Food access
- Support
Primary care follow-up
M. Jordan · Primary care clinician · review and sign today
- Visit priorities
- Getting to appointments, finding local food resources, and support with daily stressors.
- Patient context
- Patient reports no reliable ride to the center and asks about nearby food resources. Requests a behavioral health appointment that can fit around the next primary care visit.
- Agreed next steps
- Prepare a behavioral health support request and a transportation and food-resource handoff for care coordination. Coordinate appointment options around the next primary care visit.
- Follow-up
- Care coordinator to contact the patient within two business days. Primary care team to revisit the agreed plan at the follow-up in two weeks.
Behavioral health handoff
M. Jordan · Receiving role: behavioral health team
- Reason for support
- Patient asks for help with daily stressors and agrees to a behavioral health support request.
- Relevant context
- Unreliable transportation makes separate trips difficult. Patient would prefer an appointment around the next primary care visit.
- Requested next action
- Review the support request and discuss available appointment options with the patient.
- Owner & review point
- Behavioral health team · review within two business days; record the referral status in the center’s EHR.
Transportation and food-resource handoff
M. Jordan · Receiving role: care coordinator
- Patient goal
- Keep up with appointments and find support that fits daily life.
- Access needs discussed
- Transportation to the center and access to food resources.
- Requested support
- Call the patient to discuss ride options and nearby food resources, then agree on the next step together.
- Owner & review point
- Care coordinator · contact within two business days and record the agreed next step in the center’s EHR.
Your visit, in plain language
M. Jordan · A clearer next step to take home
- What we talked about
- Getting to appointments, nearby food resources, and the support you would like.
- Who can help
- Our care coordinator will contact you within two business days to discuss ride options and nearby food resources.
- What happens next
- The behavioral health team will review your support request and discuss appointment options. Tell us which options fit your travel needs.
- At your next visit
- At your primary care follow-up in two weeks, we’ll check the plan with you. Contact the center if you haven’t heard about the handoffs.
Every handoff has an owner. And a clear next step.
The clinician reviews the note. Behavioral health reviews the support request. Care coordination checks ride and food-resource options. Each role gets the context and a specific next action.
Keep the request specific. Make the plan usable.
Carry forward the patient’s goal, the relevant access need, and who should follow up. Give each person a clear next step and a date to reconnect.
Behavioral health referral
For the receiving clinician
- Reason for referral
- Patient requests support with daily stressors and agrees to a support request.
- Appointment context
- Separate trips are difficult. Patient prefers an appointment around the next primary care visit.
- Owner & next step
- Behavioral health team: review within two business days and discuss appointment options.
Community resource handoff
For the care coordinator
- Patient priority
- Attend the follow-up visit and find nearby food resources.
- Needs discussed
- Help finding a ride to the center and nearby food resources.
- Owner & next step
- Care coordinator: contact within two business days, check options, and record the agreed plan.
After-visit summary
For the patient
- Today’s conversation
- Getting to visits, local food resources, and support with daily stressors.
- Who will contact you
- The care coordinator will contact you within two business days about rides and food resources.
- What happens next
- The behavioral health team will discuss appointment options. We’ll review the plan at your primary care visit in two weeks.
Test one care team. Measure what matters.
Compare your current workflow with a small Vero pilot. Use the same visit type, team, and measurement definitions in both groups, then review the results together.
Choose the sample
One visit type. Comparable baseline and pilot groups.
Agree on the review
The same definitions and receiving roles in both groups.
Set your targets
Agree on acceptable time, edits, and completeness before starting.
Note completion time
Median minutes from the end of the visit to the signed note in your EHR.
Add both measurements to compare.
Review & editing effort
Median active minutes spent reviewing and editing each note before signing.
Add both measurements to compare.
Handoff completeness
Handoffs with all five fields below ÷ total handoffs reviewed.
Add both samples to compare.
What counts as a complete handoff?
Use the same five fields for the baseline and pilot.
- Patient goal
- Relevant context or access need
- Receiving role
- Specific next action
- Follow-up date or review point
A few practical details.
Notes, patient context, and getting your team started.
What should our FQHC test in a Vero pilot?
Choose a familiar primary care visit that also involves behavioral health or access needs. Review the visit note, behavioral health handoff, care coordination request, and patient summary with the people who use them. Compare note completion time, active review and editing time, and handoff completeness with your current workflow using the pilot worksheet on this page.
Can our notes include social and access needs?
Capture transportation concerns, food access needs, language preferences, and support requests from the conversation. Organize the relevant details into the visit note and the handoff for each receiving role, with an owner and a next step.
How does Vero fit into our EHR workflow?
Create and edit the visit note and supporting documents in Vero, then transfer the content into your center’s EHR workflow. Your team signs notes, assigns follow-up, and tracks referral status in the EHR.
How do we score handoff completeness?
For this worksheet, a complete handoff includes five agreed fields: the patient’s goal, relevant context or access need, the receiving role, a specific next action, and a follow-up date or review point. Count handoffs with all five fields and divide by the total handoffs reviewed. Use the same definition in the baseline and pilot, and ask the receiving team whether the content is usable.
Can we start with one team or location?
Use one primary care team and the behavioral health and care coordination colleagues who receive its handoffs. Choose comparable baseline and pilot visits, agree on review responsibilities, and set your own targets before starting. Review missing context, editing effort, and follow-up ownership together before expanding.
Your community comes first. Let the notes follow.
Start with the next conversation.
Start with 10 free actions a month.