Times that Vello sends medical service reminders

After you configure Vello to send medical service reminders, Vello only sends the reminders if some conditions agree.

Times that Vello sends medical service reminders

To know when to send reminders, Vello uses the due dates of medical services from your PIMS.

To know when to send reminders, Vello uses the due dates of medical services from ezyVet.

You can configure Vello to send a maximum of three medical service reminders. For each type of reminder reminder, you can configure:

Vello to send the reminder before a service is due
Vello to send the reminder after a service is due
The interval that Vello uses to send the reminder (for example, 10 days before a service is due or 2 months after a service is due)
The method that you want Vello to use to send the reminder (for example, text message or email)

Figure 1. Interval and method settings for text and email reminders

Note: If you do not configure the intervals and methods that Vello sends medical service reminders, Vello automatically sends medical service reminders:

2 months before a service is due
30 days before a service is due
30 days after a service is due

Note: Vello usually sends text and email medical service reminders at 9:00 AM each day.

In a seven day period, Vello uses each configured method one time to send a medical service reminder for each patient. And if you configure Vello to send medical service reminders in an email and in a text message, Vello sends the reminder in one email and one text message.

If a client has more than one pet, they can receive a medical service reminder for each pet in the same seven day period.

One medical service reminder can include more than one medical service for a patient. The medical services shown in a reminder are related to the interval that you configure.

If you use days as the interval, a medical service reminder includes:

Services that are due in the next 60 days
Services that were due in the previous 60 days

If you use months as the interval, a medical service reminder includes:

Services that are due in the same period as the interval
Services that were due in the same period as the interval

For example, if you use the interval of six months before a service is due, a medical service reminder includes services that are due in the next six months. And the medical service reminder includes services that were due in the previous six months.

Times that Vello does not send medical service reminders

Vello does not send a medical service reminder when one of these occurs:

Send medical service reminders is deactivated
You stopped reminders for the medical service
The client contact record in ezyVet does not have a phone number or email address
If a client stopped text messages from Vello, they do not receive medical service reminders as a text message

Vello only sends an email reminder if a client has a scheduled appointment and you configure Vello to:

Use an interval that is the next 120 days and the client's scheduled appointment is in the same period
Use an interval that is more than 120 days and the client's scheduled appointment is in the same period

For example, if you use an interval of six months before a service is due and the client has a scheduled appointment in the next six months, Vello only sends an email reminder.

Note: Vello does not send a medical service reminder as a text message if these conditions agree:

A client has a scheduled appointment in the next 120 days
The scheduled appointment is with the hospital that shows in the Hospital box of their client contact record in ezyVet

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Times that Vello sends medical service reminders