Client reminders
Vello can automatically send different types of reminder messages to clients. It is important to know which information the reminders show to clients and how clients use the reminders.
Appointment reminders for clients
Vello can automatically send appointment reminders to clients. To send appointment reminders, Vello uses text messages and email.
Before Vello can send appointment reminders, client contact records in ezyVet must have phone numbers or email addresses entered.
- Vello syncs the appointment to the ezyVet calendar
- A client receives subsequent appointment reminder messages
After a client selects the link, their device opens the Vello client portal. The client portal shows pet information that includes appointments, prescriptions, and medical service reminders. Clients can also use the portal to make changes to pet photos and to make appointment requests.
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Pet name
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Appointment type
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Appointment status
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Time and date of the appointment
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An Add to Calendar button that the client can use to add the appointment time to their calendar app
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The applicable staff member for the appointment (for example, nurse or groomer)
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Practice name
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Practice address
- Appointment instructions
- Recommended diagnostic screening
- Fecal sample checklist
Appointment information is an example of appointment information as shown in the Vello client portal. The appointment includes recommended diagnostic screening.
Medical service reminders for clients
To know when to send medical service reminders, Vello uses the due dates of care services in ezyVet patient records. It is not necessary for a client to have a scheduled appointment to receive medical service reminders.
Medical service reminders can show a link that or button that a client selects to open the client portal. Then, the client can use the portal to make an appointment request for the medical service.
- Medical service reminders do not show a link or button that opens the client portal
- Medical service reminders tell clients to contact your practice to schedule appointments for medical services
This table gives examples of text messages and emails for medical service reminders:
| Reminder type | Example (text message) | Example (email) |
|---|---|---|
| Services due (online scheduling activated) | ||
| Services overdue (online scheduling activated) | ||
| Services due (online scheduling deactivated) |