Vello and medical service reminders
Vello can automatically send medical service reminders to clients as emails, text messages, and postcards. Each reminder gives clients easy access to information about medical services for their pets.
- The applicable client contact record in ezyVet
- The applicable patient record in ezyVet (optional)
When and how Vello sends medical service reminders
To know when to send reminders, Vello uses the due dates of medical services from ezyVet.
You can configure a maximum of three text and email medical service reminders. For each reminder, you can use before or after a due date as the interval that Vello uses to send the reminders.
- 2 months before a service is due
- 30 days before a service is due
- 30 days after a service is due
Medical service reminders and client appointments
- Medical service reminders show a link or button that clients can select to open the Vello client portal
- Clients can use the client portal to make appointment requests
- Medical service reminders show a link or button that clients can use to get access to the Vello client portal
- Clients can use the client portal to schedule an appointment directly in your ezyVet calendar
If online booking is not activated, medical service reminders do not show a link or button for the Vello client portal. Clients can make a phone call to schedule appointments.
ezyVet sites that have more than one hospital
If your ezyVet site has more than one hospital, Vello does a check for scheduled appointments at all of the hospitals.
If the patient has a scheduled appointment with one of the hospitals, Vello does not send the reminder as a text message or postcard. For a text message, Vello looks for a scheduled appointment in the next 120 days. If the interval is four months or more, Vello looks for a scheduled appointment for the same length of time as the interval. For example, if the interval is six months, Vello looks for a scheduled appointment in the next six months. For a postcard, Vello looks for a scheduled appointment in the next 120 days. After the date of the appointment, Vello sends the reminders again if services are due.
Vello continues to send medical service reminders as emails. If the patient has a scheduled appointment, the email gives the date of the appointment and the name of the hospital. For more information, refer to Times that Vello sends medical service reminders.
Custom messages to clients in medical service reminders
You can include a message to clients in a medical service reminder. For example, if you want to include information about a deposit for an appointment and the time necessary to cancel an appointment.
To include a message, enter the text in the Email message box of the Text & email reminders section. You can enter a maximum of 500 characters in the Email message box.
Stop reminders for a medical service
A practice manager can stop reminders for a medical service. For example, if it is not necessary to send reminders for a heartworm test, they can stop reminders for the test.