General steps to configure and prepare Vello
Vello has a set of general steps that you do to initially and prepare and configure it.
1. Prepare to use Vello
| Step | Task | Documentation |
|---|---|---|
| 1 | Make sure that your practice systems are compatible with Vello. | Vello system requirements |
| 2 | Set the date that Vello starts to send messages to clients. | Set the start date for automatic messages |
| 3 | Start and complete SMS registration. | About SMS registration |
| 4 | Make sure that you know how clients will use Vello and the information that they can get access to. | Vello: What clients can see and use |
| 5 | Use the Automated Communications Cadence screen to know when clients receive messages that Vello automatically sends. | Automated Communications Cadence screen |
| 6 | Make a decision about the address that you want to use for the Vello client portal. If applicable, change the address before you give clients a direct link or QR code for client portal sign-in. Note: After you change the address, clients cannot sign in to the client portal with a direct link or QR code that they used before the change. Thus, only change the address again when it is necessary (for example, if you change the name of your practice). | Change the address of the Vello client portal |
| 7 | Get the sign-in link and QR code for the Vello client portal and send to clients as necessary. | Get the sign-in link for the Vello client portal |
2. Configure and activate Vello features
| Step | Task | Documentation |
|---|---|---|
| 1 | Make sure that you have access to Vello configuration settings. | Access to Vello configuration settings |
| 2 | Configure and activate automatic appointment reminders and other types of appointment messages. | Appointment message configuration |
| 3 | Configure and activate medical service reminders for clients. | Activate medical service reminders |
| 4 | Configure and activate client text messaging. | Text messaging configuration |
| 5 | Configure and activate online scheduling. | Online scheduling configuration |
| 6 | Configure and activate recommended care | Configuration settings for recommended care |