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Complete a form that your practice sent in an appointment reminder

You can use your practice's client portal to complete a form that you received in an appointment reminder.

To complete a form, do this procedure.
Note: If you have forms to complete, the Appointment Details screen in the client portal shows a banner. The banner shows the number of forms that you did not complete. When you select the banner, Vello opens the first form that you did not complete. Vello removes the banner after you complete all of the forms.
  1. Select the appointment link or button that shows in an appointment reminder.
    Example appointment reminder
    Note: The link signs you in for one hour after you first open it. If you open the link later and you are not signed in, Vello shows Your form is still waiting for you with a Send me a new code button. When you select Send me a new code, Vello shows the sign-in screen. Enter your phone number or email address. Then, enter the code that Vello sends. After you enter the code, Vello opens the form.
    Vello opens the client portal.
  2. In the home page, select Complete Forms for the applicable appointment.
    Note: It is possible that Vello does not show Complete Forms but does show View Appointment Details. If you select View Appointment Details, you can get access to the available forms in the Appointment Details screen.
    Note: If the appointment has more than one form, Vello shows the number of forms that you completed above the Complete Forms button. For example: 1 of 3 forms completed.
    Vello shows an Appointment Details screen.
  3. In the Forms section, select the applicable form and enter the necessary information.
    Forms section
  4. Select Complete.
Your practice receives the completed form.