Optimal configuration checklist
This checklist shows the tasks that give your practice optimal configuration. When you complete all of the tasks, your practice has optimal configuration.
The checklist has one section for each component of optimal configuration. For more information about a component, refer to:
Super user configuration
For super user configuration, do these tasks:
- Activate appointment reminders for all applicable appointment types
- Activate medical service reminders for all applicable services
- Configure Vello to send appointment reminders at three intervals, in text and email
- Configure Vello to send medical service reminders at three intervals, in text and email
- Include recommended diagnostic screening in appointment reminders for all applicable appointment types
- Include a fecal sample checklist in appointment reminders for all applicable appointment types
Best practices
For best practices, do this task:
- Configure appointment instructions for a minimum of two appointment types
Satisfaction drivers
For satisfaction drivers, do these tasks:
- Activate Vello text messaging
- Make quick replies for usual questions
- Configure out-of-office autoreplies
- Add conversation tags to text messages in the Vello inbox
- Configure each applicable visit type to use direct booking or appointment requests
- Let new clients complete registration in the Vello client portal