Pick up where the last visit left off.
See the previous plan and the latest update in sequence. Keep the follow-up focused on what has changed.
- Previous plan
- Recent updates
- Questions to revisit
Pre-charting for a more prepared visit.
Turn prior notes and patient updates into a focused visit brief. Start with the pre-charting checklist and copyable template.
No credit card required. 10 free actions every month.
Everything to prepare for the visit
- Prior notes
- Patient updates
- Visit documents
- Previous plans
- Open questions
A short brief. A clear starting point.
Bring the details you need into Vero before the appointment.
- Type, paste, or dictate
- Include the source and date
- Add the patient’s latest update
Before the visit
A. Rivera · Example visit · Follow-up
Reason for visit
Discuss an outside report and next steps.
Previously documented
2 September: follow-up booked; patient to bring the report.
Patient update
16 September: report uploaded; questions about next steps.
Questions for today
What comes next, and when should we meet again?
From visit brief to draft note.
Vero uses your added context alongside the conversation to draft the note.
- Background and conversation together
- Your preferred note format
- Editable wording and headings
Put the patient’s questions first.
Use intake responses and messages to decide where the conversation should begin.
- Lead with the main question
- Have the relevant documents ready
- Discuss the next appointment
Pre-charting in practice. Follow one visit.
Follow a brief from preparation through the conversation to the draft note.
A. Rivera · Example visit · Follow-up
Context added before the visit
- Prior context
- 2 September note: follow-up booked to discuss an outside report.
- New information
- 16 September message: report uploaded; questions about next steps.
- Visit agenda
- Discuss the report, next steps, and follow-up timing.
Before the visit
Add the previous note and patient message before the 17 September appointment.
The brief guides the conversation
- Patient’s account
- “I uploaded the report. What happens next?”
- Discussion focus
- The outside report and the patient’s questions.
- Follow-up
- Timing and purpose of the next appointment.
During the visit
Open with the patient’s questions and use the report to guide the discussion.
A connected draft, ready to edit
- Background
- Follow-up arranged on 2 September to discuss an outside report.
- Patient update
- Report uploaded on 16 September; patient asked about next steps.
- Visit discussion
- 17 September: report, patient questions, and follow-up timing discussed.
After the visit
Edit the draft in your preferred format and add the agreed next steps.
How to pre-chart in Vero. Three simple steps.
Add the background
Type, paste, or dictate a short summary with source dates.
Set the agenda
Put the patient’s main questions and follow-up items first.
Draft the note
Capture the visit, then edit the draft in your preferred template.
Your pre-charting checklist. Six things to prepare.
Check off each item as you prepare for the appointment.
Before you start the encounter
0 of 6 reviewed
Where to find the context. Four useful sources.
The previous visit note
The appointment purpose, previous plan, and source date.
Intake and patient messages
Recent updates and the questions the patient wants to discuss.
Documents for the discussion
Relevant reports and letters, with a short description and date.
Open follow-up items
Questions and tasks carried over from the last appointment.
A pre-charting template. Ready to make your own.
Copy into Vero or your note editor, then adapt it to the appointment.
Pre-visit context template
A blank starting point. Adapt it to the appointment.
Copy the complete template as plain text. No sign-up needed.
Visit details
- Patient / encounter
- [Identifier and visit date]
- Reason for visit
- [Appointment purpose and main topic]
Relevant prior context
- Source and date
- [Prior note or other record reviewed]
- Relevant history
- [Concise background that informs this visit]
Documents to review
- Available documents
- [Reports, letters, or intake responses with dates]
- Items to gather
- [Documents to bring into the appointment]
Previous plan and follow-up
- Prior plan
- [Previously documented next steps]
- Follow-up items
- [Progress updates and next steps to discuss]
Patient updates and priorities
- Reported updates
- [What the patient has shared, with source and date]
- Questions for the visit
- [Patient priorities and details to clarify]
Visit outline
- Discussion order
- [Topics to cover first and questions to revisit]
- Note format
- [Preferred template or headings for the visit]
Frequently asked questions
Adding context, using the template, and getting started.
What is pre-charting?
Pre-charting means gathering relevant notes, updates, and questions before a patient visit. The result is a short brief for the conversation.
How do I add context before a visit?
Type, paste, or dictate the background into Vero. Add further updates as the visit develops.
Does this workflow require an EHR integration?
No. This workflow uses context you add directly to Vero alongside your existing records.
Can the context carry into the visit note?
Yes. Vero combines your added context with the conversation in an editable draft using your selected template.
Can I copy the pre-charting template without an account?
Yes. Choose Copy template, then paste it into your note editor. Select text also supports manual copying. No account is needed.
How can I try pre-charting with Vero?
Create an account and add context for your next visit. The free plan includes 10 actions per month, with no credit card required.
Ready for your next visit?
Create your first pre-charting brief in Vero.
Try Vero free
No credit card required. 10 free actions every month.