More presence. Less rebuilding.
Turn the encounter into a structured draft in your preferred format.
Bring AI documentation into your departments with a focused pilot, specialty-specific note formats, and a common workflow your teams can shape.
Talk through your team’s workflow.

One workspace. Across your continuum of care.
Agree on core note sections across your organization. Then give each department a format that reflects its encounters, handoffs, and follow-up needs.

The encounter
A consistent format for routine visits and ongoing care.
Visit note
Visit context
The reason for the appointment and updates since the previous visit.
Key details
A consistent place for the details your team needs to document.
Next steps
The follow-up timing and responsible team, together in one section.
The encounter
A consultation format built around the referring team’s question.
Consultation note
Referral context
The referring team’s question and information carried into the consultation.
Consultation summary
Specialty-specific sections that make the important details easy to find.
Return to the care team
A concise handoff with next steps and a clear follow-up owner.
The encounter
A daily note that keeps team updates and the next handoff together.
Progress note
Team updates
Changes since the previous handoff, organized for the current team.
Shared priorities
Open items and team responsibilities brought together in the daily note.
Transition plan
The next steps, destination, and follow-up owner for a clear handoff.
Keep the context, handoff, and next step easy to find as care moves between teams.

Emergency care
Encounter note
Encounter context
Visit purpose, key details, and initial next steps.
Team handoff
Receiving department and outstanding items.
Next step
A clear owner for the next part of the visit.
Context → handoff
Inpatient care
Progress note
Daily update
Changes since the previous handoff.
Shared priorities
Open items and the team responsible for each.
Transition planning
Destination, timing, and coordination needs.
Updates → priorities
Discharge
Discharge summary
Visit summary
Key details brought into a concise record.
Next steps
Agreed follow-up and outstanding items.
Care team
Named contact and the receiving team.
Summary → next steps
Outpatient follow-up
Follow-up note
Since the previous visit
Updates brought together with existing context.
Follow-up status
Completed steps and items still in progress.
Ongoing care
The next appointment and team responsibilities.
Follow-up → continuity
From the conversation to the clinical question to the next document. A familiar workspace for your teams.
Turn the encounter into a structured draft in your preferred format.
Explore clinical questions with cited sources you can inspect.
Prepare referrals, patient instructions, and summaries from visit context.
Choose one department. Agree on the workflow and success criteria. Let the pilot findings guide your next step.
Clinical leadIT & privacyChoose a department and visit typesAgree on templates and review criteriaConfirm access and the record workflowWorkflow and pilot scope agreed
Pilot cliniciansClinical leadOnboard the participating cliniciansReview drafts in the usual workflowCompare the pilot with your baselineFindings reviewed with the team
Department leadOnboarding ownerCarry forward the useful templatesAdapt to the next team’s encountersSet training, support, and review ownersNext team and support plan ready
Your baseline. Your targets.
Agree on note sections, encounter types, and the criteria for clinical review.
Confirm data handling, access requirements, and the path into your EHR.
Plan training, support, and a clear channel for clinician feedback.
What your clinical, IT, and operational teams need to agree on.
Yes. Vero supports visit, consultation, progress, and custom note formats. Start with a common documentation structure, then adapt the sections and level of detail to each department and care setting.
Choose the pilot department, common encounter types, and required note sections. Agree on a template owner, a feedback channel, and how the participating clinicians will complete notes in their existing workflow.
Work with our team to map department templates, note completion, and documentation transfer to your existing EHR workflow. Share the systems your teams use and the handoffs you want to support.
Share your requirements for data handling, access, retention, and documentation transfer with our team. Bring your IT and privacy review checklist into the pilot planning discussion.
Record a baseline for comparable encounter types, then review documentation time, editing effort, note completeness, and clinician adoption during the pilot. Agree on your own targets in advance. Use the findings and team feedback to decide whether to adjust the workflow or bring another department in.
Contact our team with your locations, clinician count, care settings, and onboarding needs. We can discuss team workflows, template requirements, pricing, and a rollout approach that fits your organization.

Let’s find the right starting point for your clinicians.