About the Appointment Review screen
You can use the Appointment Review screen to easily monitor confirmed and unconfirmed appointments of one day.
- Use filters to quickly and easily find information
- Get access to appointments of a specified date
- Know if an appointment is confirmed or unconfirmed
- Know if a client completed an applicable Vello form for an appointment
- Know if a client receives appointment reminders from Vello
- Confirm an unconfirmed appointment
- Send a form reminder in a text message to a client
Access to the Appointment Review screen
Areas and functions of the Appointment Review screen
| Area or function | Information |
|---|---|
| 1 | Vello automatically shows your practice's appointments for today. You can use the arrows to select a different date in the next seven days. |
| 2 | This area shows:
|
| 3 | This area shows:
|
| 4 | The Appointment Review screen shows a set of filters that you can use to quickly and easily find information. The available filters are:
|
| 5 | The NEEDS ATTENTION section of an appointment shows one of these appointment statuses:
|
| 6 | If it is necessary for a client to complete a Vello form for an appointment, the NEEDS ATTENTION section can show one of:
If the section shows Incomplete Form and you select Send reminder to:
|
| 7 | If a client receives automatic appointment reminders from Vello, this area shows a Vello icon for the appointment. |