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    Vello

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      Vello for practices

      • Configuration

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  9. Configuration of medical service reminders

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Configuration of medical service reminders

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The Service Reminders screen

Use the Service Reminders screen to configure the medical service reminders that Vello sends to clients.

You can use the Service Reminders screen to:
  • Look at the content and formatting of medical service reminders before Vello sends them
  • Start or stop medical service reminders for specified treatments or services
  • Add custom content to a medical service reminder (for email reminders only)
  • Start or stop all medical service reminders
Figure 1. The Service Reminders screen

The Service Reminders screen

The Service Reminders screen has an Edit button. After you select Edit, Vello shows an Edit: Exclusions dialog box that you can use to start or stop medical service reminders for treatments or services.

Figure 2. Edit: Exclusions dialog box

Edit: Medical Service Reminders dialog box
The Edit: Exclusions dialog box has two sections:
  • The Included Medical Service Reminders section
  • The Exclusions section

If a medical service shows in the Included Medical Service Reminders section, Vello automatically sends reminders for it. If a medical service is in the Exclusions section, Vello does not send reminders for it.

The Service Reminders screen has an Edit Content button. Select Edit Content to add custom content to a medical service reminder. Custom content is new text that Vello includes in a medical service reminder. An example of custom content is information about a deposit for an appointment and the time necessary to cancel an appointment.

Note: Only medical service reminders that are emails can have custom content. Medical service reminders that are text messages or postcards cannot have custom content.
Parent topic: Configuration of medical service reminders
Related concepts
  • Vello Postcards billing
Related tasks
  • Activate medical service reminders
  • Stop reminders for a medical service
  • Activate Vello Postcards for medical service reminders
Vello
Practice manager

Last updated: July 4, 2025

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Related Articles:

  • Configuration of medical service reminders
  • Activate medical service reminders
  • Stop reminders for a medical service
  • Activate Vello Postcards for medical service reminders
  • Vello Postcards billing

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