Vello and medical service reminders
Vello can automatically send medical service reminders to clients as emails, text messages, and postcards. Each reminder gives clients easy access to information about medical services for their pets.
- The applicable client contact record in ezyVet
- The applicable patient record in ezyVet (optional)
Times that Vello sends medical service reminders
To know when to send reminders, Vello uses the due dates of medical services from ezyVet.
Vello only sends one medical service reminder to a client for each patient once a month. For example, if a patient is due for two vaccinations, Vello only sends one message to the client.
- Two months before a service is due
- One month before a service is due
- One month after a service is due
- Vello can send email and text message reminders 60 and 30 days before a service is due service
- Vello only sends postcard reminders 60 days before a due service
Medical service reminders and client appointment requests
If Vello online scheduling, is activated, medical service reminders show a link or button that clients can select to open the Vello client portal. Then, clients can use the client portal to make appointment requests.
If online scheduling is not activated, medical service reminders do not show a link or button for the Vello client portal. Clients can make a phone call to schedule appointments.
Stop reminders for a medical service
A practice manager can stop reminders for a medical service. For example, if it is not necessary to send reminders for a heartworm test, they can stop reminders for the test.