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Vello configuration for ezyVet hospitals

Before hospital staff can use Vello features and functions, a practice manager must do the necessary configuration for the hospital.

Note: Vello for ezyVet hospitals and departments is only available for specified customers at this time. For more information, contact ezyVet customer support.
Note: Your hospital must configure Vello independently of other hospitals. For example, practice managers can activate appointment reminders for your hospital. And they can deactivate appointment reminders for a different hospital.

Vello configuration settings for an ezyVet hospital

The Vello Client Engagement screen in ezyVet shows one or more hospitals. To get access to Vello configuration settings for a hospital:
  1. Select the arrow that is adjacent to the applicable hospital
  2. Select Manage Settings
Figure 1. The Hospitals section
The Hospitals section
In Vello configuration settings, the hospital name shows in the header bar:
The hospital name in the Vello header bar

Vello start date for a hospital

Your hospital must set the Vello start date that Vello starts to send messages to clients. Your hospital must set the start date independently of other hospitals.

SMS registration for a hospital

Your hospital must complete SMS registration independently of other hospitals.

After you complete SMS registration, your hospital uses a registered phone number to send and receive text messages with clients. Each hospital that completes SMS registration uses a different registered phone number.

Text message configuration for a hospital

Your hospital must configure text messaging independently of other hospitals. For example, practice managers can activate text messaging for your hospital. And they can deactivate text messaging for a different hospital.

In the quick links area of ezyVet, the Vello inbox button shows for hospitals that activated text messaging:
The Vello inbox button

A record of a Vello text conversation syncs to communication records for the applicable client in ezyVet.

All hospital departments that are connected to an ezyVet site have access to the communication record of the text conversation.

Figure 2. Communication record of a text conversation
Communication record of a text conversation

Only the departments of the hospital that sent and received the text messages with the client can get access to the full content of the text conversation. To get access to the full content, you must change to a department of the correct hospital in ezyVet.

Note: If you do not select the correct department and you try to read the content of a text conversation in the Vello inbox, Vello shows an error message.
Botany and North Shore are hospitals of Callisto Vets. Kristine Kochanski sent and received text messages about their dog Ruby with the staff of Botany's boarding department. A record of the text conversation syncs to an ezyVet communication record for Kristine for all departments of Botany and North Shore hospitals. But staff can only read the full content of text conversations if they change their department to a department of Botany hospital in ezyVet.

Vello online scheduling configuration for a hospital that has one department

Your hospital must configure Vello online scheduling independently of other hospitals. For example, practice managers can activate online scheduling for your hospital and they can deactivate online scheduling for a different hospital.

If your hospital shows in the Hospital box of a client contact record in ezyVet and you use online scheduling:
  • The applicable client can select a link in a medical service reminder to make an appointment request with your hospital
  • The client can make an appointment request with your hospital in the Vello client portal
Note: The Vello inbox only shows appointment requests for your hospital. The Vello inbox does not show appointment requests for other hospitals.

If your hospital does not use Vello online scheduling, clients must make a phone call to your hospital to schedule an appointment.

Botany is a hospital of Callisto Vets. Botany shows in the Hospital box in Kristine Kochanski's client contact record in ezyVet. Botany hospital does not use Vello online scheduling. When Kristine receives a medical service reminder, the message does not have a link that Kristine can select to make an appointment request. And Kristine cannot make an appointment request in the Vello client portal. Thus, Kristine must make a phone call to Botany hospital to schedule an appointment.

Botany makes a decision to use Vello online scheduling. When Kristine receives a medical service reminder again, the reminder has a link that Kristine can select to make an appointment request with Botany hospital.

Configuration of Vello online scheduling for a hospital that has more than one department

If your hospital has more than one department, you must configure Vello online scheduling differently than hospitals that have one department. The different configuration is as follows:
  1. Select the applicable department for wellness visits and sick visits
  2. Configure available times and staff of the department for wellness visits and sick visits
Note: The Vello client portal only shows hospitals in an appointment request. The Vello client portal does not show departments in an appointment request. Thus, a client must select the hospital that they want to schedule an appointment with.

Configuration of medical service reminders for a hospital

Your hospital must configure medical service reminders independently of other hospitals.

A client only receives medical service reminders for the hospital that shows in the Hospital box of their client contact record in ezyVet. The client does not receive medical service reminders for other hospitals. If a client selects a link in a medical service reminder to make an appointment request, it is not necessary for them to select a hospital for the appointment. Vello automatically selects the hospital of their client contact record in ezyVet for the appointment.

Note: Before Vello can send medical service reminders, a practice manager must activate them. If the Hospital box of the client contact record shows your hospital but medical service reminders are deactivated, clients do not receive the reminders.

Appointment reminder configuration for a hospital

Your hospital must configure appointment reminders independently of other hospitals. A client receives appointment reminders for each hospital that activates them.