Care across a screen. A note you can stand behind. Bring your video call or phone recap into Vero. Turn it into a structured draft, add the visit details, and copy the finished note into your chart.
No credit card required.
Capture the visit
Conversation or your recap
Create the draft
Your input and selected template
Review the details
Visit format, context, and next steps
Use the finished note
Copy or export to your chart
Explore a sample follow-up call from the first recap to the finished note. Select a stage to see the visit details, draft, edits, and final format.
A. Lee · Sample video follow-up
Bring in the call audio or a quick recap. Add any notes from the appointment and choose the template you want to use.
Sample telehealth note
The draft places the conversation into your selected sections. Open the next tab to see how adding visit details and a specific follow-up gives the note its final shape.
Initial wording
Video follow-up.
After clinician review
Video follow-up. Patient joined from home; clinician at the clinic. Patient and clinician attended.
Add the setting and participants alongside the conversation.
Initial wording
Follow up next week.
After clinician review
Phone follow-up planned for next week. Clinic team to confirm the appointment time.
Keep the next visit’s format, timing, and scheduling together.
Initial wording
Send a recap.
After clinician review
Clinic team to send the visit recap before the next call.
Make it easy to see who is doing what after the appointment.
A. Lee · Sample video follow-up
The finished note brings the discussion, visit details, and next appointment together in one format.
Use the note toolbar to copy it into your EHR, or export it as a PDF or Word document.
Recording, dictation, typed context, and supporting files can inform the same encounter. Your selected template gives the draft its structure. Edit the note directly or ask Vero Chat for a specific revision.
Add the context around the call, adjust the wording, and organize the next steps. Keep your preferred level of detail while using the same note format across video and phone appointments.
In a supported desktop browser, Telehealth Mode brings your microphone and shared call audio into one encounter. Chrome or Edge offers the most consistent tab-audio sharing experience.
For phone appointments, type or dictate a recap after the call and use the same note workflow.
Add the visit format, participants, and any updates from before or after the call. Keep this context alongside the conversation when you create or edit the note.
A browser call and a telephone recap start differently. Both can become a structured telehealth note with the visit context and next steps in one place.
Video visit: Use Telehealth Mode to record your microphone and shared call audio in a supported desktop browser.
Phone visit: Type or dictate a recap after the telephone appointment.
Video visit: Include the participants, visit setting, and details from the video conversation.
Phone visit: Record the telephone format, who joined the call, and the topics discussed.
Video visit: Choose a telehealth template and bring your call transcript and additional notes into the draft.
Phone visit: Use the same template to organize your recap into visit details, discussion, and next steps.
Video visit: Review the draft, then copy it into your EHR or export a document.
Phone visit: Edit the recap into your preferred wording, then copy or export the finished note.
Switching from video to phone? Add the change to the visit details and continue with a typed or dictated recap.
Move through the format, participants, discussion, and next steps before you copy the note into your chart.
Copy the note directly into your EHR or download a document for your practice’s workflow. Choose the format that fits the destination.
Use the copy control above the note. Select HTML to carry over formatting, or plain text for a simpler paste, then add it to the encounter in your EHR.
Use Export to download a PDF for a formatted document or Word for further editing. Keep a file alongside the other documents from the appointment.
Call audio, phone recaps, visit details, and getting the note into your EHR.
Turn on Telehealth Mode in recording settings, select Record, and choose Share Patient Audio. Select the source carrying your call, enable audio sharing, and check the Patient Audio indicator. Chrome or Edge offers the most consistent tab-audio sharing. Telehealth Mode is available with Pro or eligible trial access.
Yes. Type or dictate a recap after the call, choose your telehealth note template, and create the draft. Include the telephone format, discussion, and next steps, then edit the note in your preferred style.
Stop recording and end the sharing session. Start again, choose the call’s source, and enable audio sharing in the browser dialog. The Patient Audio indicator shows when the shared source is connected. You can also add a typed or dictated recap to the encounter.
Yes. Add typed context or supporting files to the encounter. Keep details such as the visit format, participants, and next appointment alongside the conversation when you create or revise the note.
Add the change of format to your encounter notes and type or dictate a recap of the phone conversation. Bring both parts together in the same telehealth note.
Edit the note directly or ask Vero Chat for a specific change, such as shortening the recap or grouping the follow-up actions. Review the finished wording, then copy or export the note.
Use the note toolbar to copy in HTML or plain text, then paste into the encounter in your EHR. You can also export a PDF or Word document.
You can use a format you already have or adapt the telehealth visit note template linked on this page. Choose the template in Vero, add the encounter information, and create a draft with the sections you use for remote appointments.
Bring the conversation and your observations together. Choose a template, review the draft, and finish the note in your own words.
No credit card required.