For practice owners, clinical leads, and multidisciplinary care teams. Bring session notes, client goals, and care summaries into a workflow that fits your team.
Free plan: 10 actions every month. No credit card required.
A practice approach that keeps the person in view
An intake, a therapy session, and a follow-up each tell a different part of the story. Give your team a familiar structure for client context, session work, and next steps, with room for each clinician’s own wording.
Bring the client’s priorities, background, and initial goals into one clear starting point for the care journey.
Custom intake structure
Give each session a clear structure: the focus of the conversation, the work together, the client’s response, and the next step.
DAP, SOAP, BIRP, or custom
Pick up where the last conversation ended. Bring recent experiences, progress toward goals, and the next steps into a focused follow-up note.
SOAP or custom follow-up
This sample journey follows Samira B. from intake to therapy, progress review, and a care summary. See how one goal connects the conversations and the documents along the way.
The client’s starting point
“I want to join in with my friends instead of finding a reason to stay home.”
Client goal: Feel more comfortable taking part in social plans.
Samira B. · Custom intake template
Samira B. · BIRP template · Session 2
Samira B. · DAP template · Session 3
Samira B. · Client-requested summary
Use these six prompts to bring the client’s words, the work in the session, and the next step into a clear, useful note.
Choose a familiar session type, a note template, and a small group of clinicians. Try the workflow together, gather feedback, and use what you learn to shape the next step for your practice.
Bring a template your clinicians already use. Walk through session context, note creation, editing, and a care summary, then explore how the documents fit your everyday practice workflow.
Create a progress note for the record, a plain-language recap for the client, or a focused summary for a colleague. Keep the goals and next steps connected to the conversation.
Use this page to plan the practice workflow. These guides show the documentation examples individual clinicians may want to explore during onboarding.
Questions about note templates, everyday documentation, account setup, and getting started as a practice.
Start with one recurring session type, a small group of clinicians, and a familiar note format. Walk through session capture, note creation, editing, and moving the finished note into your client record. The pilot checklist on this page gives your team a place to plan the workflow and collect feedback.
Yes. Intake assessments, therapy progress notes, and follow-up sessions can each have their own structure. Clinicians can start with a Vero template, import an existing format, or build their own. DAP, SOAP, BIRP, and custom formats give your team different ways to organize the conversation.
Yes. Vero creates a draft from the session context, and clinicians can edit the wording and structure to match their own style. Bring the client’s perspective, the work in the session, and the next step into a note that feels familiar to the person writing it.
Track time spent finishing notes, common edits, and how clearly the notes connect session work to client goals. Pair those observations with feedback from participating clinicians. Use what you learn to refine the templates and choose the next workflow to try.
Vero Documents can use session context to draft a plain-language recap or a focused care summary. A recap can bring together the client’s goals and next steps, while a summary can organize the relevant context and progress for a colleague. Edit the document, then copy or export it into your usual workflow.
Start with the clinicians who will take part, the session types they handle, and the templates they already use. In a practice demo, we can walk through that workflow and discuss account setup, onboarding, and the documents your team wants to create.
Copy a finished note into your existing client record workflow, or export it as a PDF or Word document. Choose the format that works with the way your practice already stores and organizes notes.
Bring your clinician count, recurring session types, preferred note structures, and the way notes enter your client record system. Include any care summaries or client recaps your team prepares. Individual clinicians can also try Vero’s free plan, which includes 10 actions each month.