Virtual-first care. Ready for what’s next.

AI scribe for virtual-first practices. Bring the call, the records, and your clinical observations into a note you can review. Keep patient instructions and the next clinician’s handoff connected to the same visit.

For practices where the next appointment is another call

  • Video consultations
  • Telephone follow-ups
  • Results reviews
  • Continuity across clinicians

From the call to the patient record.

A virtual-first practice moves between appointments, records, and colleagues all day. Give each encounter a repeatable path from the conversation to a reviewed note.

Open the right encounter

Confirm the patient and visit purpose. Keep this conversation separate from the last appointment.

Connect the call audio

Enable Telehealth Mode and share the visit’s audio source.

Bring the context together

Add relevant records, patient updates, and your observations to the encounter.

Review, then use the note

Check the draft against the encounter. Copy the approved note into your record and prepare the follow-up summary.

Capture both sides of the call.

Bring your microphone and shared visit audio into the same encounter with Browser Telehealth Mode. Start in Chrome or Edge, choose the call’s audio source, and capture the conversation.

  • Choose the sharing source in your desktop browser
  • Enable audio when sharing
  • See the connection in the Patient Audio indicator
Read the telehealth setup guide

A home reading has a source. Keep it in the note.

Remote care brings different kinds of information together: a patient’s account, a report you reviewed, and what you observed on the call. Organize the note around those sources so the next reader can follow the conversation.

The source stays visible

Example results-review note

Document reviewed
Lab report supplied for this encounter
Patient-reported information
Home log shared by the patient
Visit context
Video follow-up with the patient at home
Next action
Patient to confirm one entry’s date for the covering clinician

Patient updates

Keep home readings and between-visit updates together, with the patient identified as the source.

Records with context

Bring report dates and earlier visit notes into the conversation so each update has a place in the timeline.

The next action

Connect each open item to a person and a next step. The covering clinician can pick up where the call ended.

A virtual-visit note template. Ready to make your own.

Choose a video or telephone format, then copy the template. Start with sections for the conversation, information sources, and next steps. Save your preferred structure for the remote visits you handle every day.

What the template helps you capture

Encounter context
Visit format, participants, and the purpose of the conversation.
Information sources
What the patient reports, which records were reviewed, and where home readings came from.
Remote observations
Observations from the call and context specific to the visit format.
Assessment & decisions
The clinician’s interpretation, discussion, and agreed plan.
Follow-up & handoff
The next action, who will take it, and the agreed timing.

Add it to your workspace

In Vero, create a text template and choose Import a Template. Paste the format, customize the fields, and save it for your next call.

Choose the visit format

Copy into your template editor and adapt the fields to your practice.

A results review from home. A clear handoff for the next clinician.

Follow this example video visit with R. Chen: a lab report, a home log, and a question to carry into the next appointment. See how the conversation becomes a visit note, patient summary, and handoff for the covering clinician.

Virtual visit note

R. Chen · Video follow-up · Results & home readings

For the patient record
Encounter & visit focus
Video follow-up to go through a recent lab report and the patient’s home log. The patient has questions about the results and what to bring to the next appointment.
Sources reviewed
Uploaded lab report reviewed with the patient. Home readings supplied by the patient and discussed separately from the laboratory findings. One log entry is missing its date.
Visit context
Patient joined from home. The conversation covered the uploaded report, the patient’s log, and their questions. The note keeps the report and patient-provided updates in separate sections.
Discussion & agreed follow-up
Discussed the results and the patient’s questions. The patient will confirm the missing date through the practice’s usual communication channel. The covering clinician will review the completed log before the next follow-up.

The patient’s question on video

“I’ve kept my readings at home. Can we go through the results together?”

Covering clinician handoff

For the next review
For the next clinician
R. Chen · Review of updated home log
What is complete
The lab report and home log were discussed by video. A patient summary captures the conversation and the next step.
What remains open
One patient-reported reading has no date. The patient will confirm it through the usual practice channel. The covering clinician will review the updated log and carry any resulting decisions into the next encounter.

Your visit, in plain language

For the patient
Today’s conversation
We went through your lab report and the readings you recorded at home, and discussed your questions about the ongoing plan.
Your next step
Please confirm the date of the undated entry in your home log through our usual communication channel.
Our next step
The clinician covering your follow-up will review the updated log. We’ll revisit your questions and any new information at the next appointment.

The next clinician shouldn’t have to reconstruct the call.

Make the open question, the information still expected, and the next reviewer easy to find. Prepare a handoff from the encounter and share it through your practice’s usual process.

  • Summarize what was already discussed
  • Name the unresolved question
  • Record who will review the next update
Explore Vero Documents

Video, telephone, and the next appointment. Keep the context connected.

A video consultation

Bring the conversation, observations, home updates, and uploaded reports into a note built around the video encounter.

A telephone follow-up

Capture the patient’s updates, the discussion, and next steps in a telephone format. Keep a switch from video to phone in the visit context.

The next appointment

Bring the last conversation, new information, and open questions together for the next clinician, whether the appointment is remote or in person.

Questions from virtual-first practices

Practical answers about call audio, note templates, and continuity between appointments.

Which virtual calls can Vero capture?

Browser Telehealth Mode captures your microphone and shared call audio in a desktop browser. Chrome or Edge is recommended. Choose the tab or sharing source that carries the call and enable audio sharing. The setup guide covers the available sources for your browser and device.

Can I wear headphones during the visit?

Yes. Headphones can reduce echo. Confirm Patient Audio is active so you know the shared source is reaching Vero.

Does Vero join the call as another participant?

No. You share the call audio with Vero from your desktop browser. The clinician and patient stay in their existing call.

Which plan includes Telehealth Mode?

Telehealth Mode is included with Pro and eligible trials. You can find your plan and trial details in Billing & Usage.

How do I document a telephone follow-up?

Type or dictate the encounter details and choose a telephone note format. The template on this page organizes patient updates, the conversation, information reviewed, and follow-up actions. It also has a field for a switch between video and telephone.

How do I use this template in Vero?

Choose the visit format, then copy the template. In Vero, create a text template and select Import a Template. Paste the text, customize it, and save. Square brackets identify information to fill from the encounter; parentheses contain drafting instructions.

What should I carry forward when another clinician takes over?

Bring together the visit purpose, information reviewed, decisions discussed, and open questions. Add the next action, the person responsible, and the agreed timing. The worked example on this page shows how one open item carries from a video visit into the next clinician’s handoff.

How do I add information that arrives between virtual visits?

Add the relevant report or patient update to the encounter as context. Include its source and date, then use it when preparing the next note or handoff. This keeps information from a later message distinct from what was discussed during the original call.

Make the next virtual visit easier to finish.

Start with a clear note structure. Bring the conversation, its sources, and the follow-up plan together in Vero.