New referral
Answer the referring clinician’s question.
A full clinic day. A lighter charting load.
AI documentation for outpatient clinics, from a new referral to a return visit. Use consistent note formats and turn encounter details into patient summaries and referrer updates.
No credit card required. Start with the free plan.
- New patient visits
- Same-day concerns
- Chronic care
- Specialist consultations
- Virtual follow-ups
From referral question to return visit.
Explore the notes, summaries, and letters that connect each appointment.
Before the appointment
Start with the reason for the visit.
Bring the referral question and appointment priorities together.
Referral → consultation → return visit
Consultation preparation
New referral
- Referral details
- Reason for the appointment and the referring clinician’s question.
- Patient priorities
- Topics the patient wants to discuss at this visit.
- Visit preparation
- Relevant background and questions to bring into the conversation.
What carries forward
A focused starting point
Carry the referral context into the consultation note.
During the appointment
Let the conversation become the note.
Capture the visit in your clinic’s preferred format.
Referral → consultation → return visit
Encounter capture
Consultation template
- The conversation
- The patient’s questions and the topics covered during the appointment.
- Visit details
- Key information organized into familiar note sections.
- Next steps
- The follow-up arrangements discussed during the visit.
What carries forward
A structured draft
The encounter details are in place, ready for your edits.
After the conversation
Your format. Your finishing touches.
Edit the wording and shape the note around how you document.
Referral → consultation → return visit
Consultation note
Ready to edit
- Visit overview
- The referral question and appointment priorities in one place.
- Conversation summary
- The important details, organized for a quick read.
- Follow-up
- What comes next and what to carry into the return visit.
What carries forward
A note in your own style
Use the encounter context as the starting point for letters and summaries.
At the end of the visit
Make the next step easy to find.
Turn visit details into a clear, patient-facing summary.
Referral → consultation → return visit
After-visit summary
Patient-friendly format
- Today’s visit
- A plain-language recap of the conversation.
- Next steps
- The arrangements discussed during the appointment.
- Staying in touch
- Follow-up details and the clinic’s contact information.
What carries forward
A summary for the patient
The visit’s key points, organized for the person taking them home.
Between appointments
Pick up where the last visit left off.
Keep the referrer update and return-visit context connected.
Referral → consultation → return visit
Follow-up preparation
Return appointment
- Referrer update
- A consultation letter built from the encounter context.
- Return visit
- Previous discussion points and open questions in view.
- Clinic follow-through
- Documents to prepare and appointment arrangements to complete.
What carries forward
A connected return visit
Start the next note with the context of the previous appointment close by.
A new referral and a return visit need different notes.
Agree on the structure. Adapt the detail to the encounter.
Return appointment
Show what changed since the last visit.
Patient summary
Make the agreed next steps easy to find.
- Use a ready-made template
- Import your clinic’s format
- Build your own
A note, a letter, a next appointment.
A completed consultation can still leave a letter to prepare or a return visit to arrange. Keep the encounter context close while your clinic works through those next steps.
Start with one clinic session.
Choose the visit
Pick new referrals or return appointments. Agree on the required note sections.
Make the format yours
Refine the note, patient summary, and letter around the detail your team needs.
Connect the next steps
Bring the visit context into your patient summaries, letters, and follow-up work.
Questions from outpatient teams.
How can our outpatient clinic get started?
Start with a recurring visit type, such as new referrals or return appointments. Choose your note format, try it during a clinic session, and refine the template around the way your team works.
Can new referrals and return visits use different templates?
Yes. Use an existing template, import your clinic’s format, or build your own. Keep referral questions prominent in consultation notes and interval updates easy to find in return-visit notes.
Can we prepare a letter for the referring clinician?
Vero Documents turns encounter context into a consultation letter. Edit the wording and organize the details for the referring clinician without starting from a blank page.
What can we create from an outpatient visit?
Create a structured visit note, an after-visit summary, and a referrer update from the encounter context. Use templates to give each document the format and level of detail its reader needs.
Can we discuss setup for our clinic team?
Yes. Contact Vero to discuss your visit types, shared templates, team setup, and onboarding. Start with the workflow your clinic uses most often and build from there.
More room for your patients. Less left for the end of the day.
Try Vero free
Try one visit type. Build a workflow your clinic can repeat.