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Let clients change their pet's information

To let clients change their pet's information directly in the Vello client portal, a practice manager must do the necessary configuration in Vello.

To do the configuration, do this procedure.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Client Permissions.
    The Client Permissions command
    Note: If the left sidebar is closed, select the client permissions button:

    Vello shows a Manage Your Client Permissions screen.
  3. In the Update existing patient information section, select Edit.
  4. Select Direct update.
  5. Select Save.
  6. Select Publish Changes.
    The Publish Changes button
Clients can change their pet's information in the Vello client portal. And Vello syncs changes to the applicable patient record in ezyVet.