In the multiple notes setup, you can add multiple clinical notes for a patient in one consultation. Multiple notes can be used in single or multi-patient consultations. Multiple notes are also used when your practice uses the Vetera 'hospital mode' and the patient is marked as an inpatient.
Note: The new consultation page is being released during September 2026. You can switch between versions at any time from the top of the consultation page.
For outpatients and home calls, the multiple-note setup applies when Multiple clinical notes for outpatients and home calls is selected in Settings > General > Clinic location > Clinic location settings. See Clinical Notes Settings, Clinical Note Types, and Clinical Note Templates.
You can add clinical notes on the consultation page, under Clinical notes:
New consultation page: select + Add note.
Old consultation page: depending on the settings, you may need to select the plus button to open a field for adding a new clinical note.
By default, the clinical note is saved with the current date and time, but you can also manually select a different date and time. If you have the required permissions to edit clinical notes after the consultation has been finalized, you can also change the date and time later, for example, if you want to finish your clinical notes after the consultation and want the date and time to match the consultation date and time.
From the type drop-down list, you can select a clinical note type for the note if clinical note types have been defined. The default note type is 'General'.
The text added to the clinical note field is auto-saved, but the note remains in the draft state (even when draft clinical notes are not enabled in the settings) until you save it manually using the check mark button. Before saving, you can delete the note using the X button.
The existing clinical notes are listed below the note field. The last-edit line shows the user who edited the note and the time. Select it to view the edit history of the note. Using the buttons at the end of each row, you can print or edit the note.
You can use the filters and the text field to filter and search the list. To view the clinical notes of a specific clinical note type, select an option from the Type drop-down list. On the old consultation page, you can also save your selected filters so that the same selections are applied the next time you view clinical notes: select the cog wheel button > Save filters. Saving filters is not yet available on the new consultation page, which is still being updated.
Multiple Notes in Multi-Patient Consultations
Note: Multi-patient consultations are not yet available on the new consultation page. If you are working in a multi-patient consultation, switch to the old version from the top of the consultation page.
When multiple notes are used and you have more than one patient in a consultation, you can select a patient from the Select patient drop-down list in the sidebar or from the Patient drop-down list in the clinical note editor. Note that when you switch the patient from the sidebar, all content on the consultation page changes to show only the selected patient's information. When you switch the patient from the clinical note editor, the selection only affects adding the new clinical note. If you select All, the clinical note is saved for all patients on the consultation.