If your practice changes PIMS from Cornerstone to Neo, Vello has a set of steps that you must complete before you can use Vello for Neo.

About Vello configuration for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for medical service reminders that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of medical service reminders again in Vello for Neo.

Configure medical service reminders in Vello for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for appointment reminders that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of appointment reminders again in Vello for Neo.

Configure appointment reminders in Vello for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the emails that you made in Vello for Cornerstone. Before you can send emails to all clients, it is necessary to make the emails again in Vello for Neo.

Mass Communications: Make an email in Vello for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for text messaging that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of text messaging again in Vello for Neo.

Configure text messaging in Vello for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for online booking that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of online booking again in Vello for Neo.

Configure online booking in Vello for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for recommended care that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of recommended care again in Vello for Neo.

Configure recommended care in Vello for Neo

If you change PIMS from Cornerstone to Neo, you must do a check of your practice information in Vello for Neo, and if applicable, change it.

Do a check of your practice information in Vello for Neo

If you change PIMS from Cornerstone to Neo, you must configure what clients can do in the Vello client portal for Neo.

Vello for Neo: Control what clients can do in the client portal

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for Vello surveys that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of surveys again in Vello for Neo.

Configure surveys in Vello for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for thank-you email that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of thank-you email again in Vello for Neo.

Configure thank-you email in Vello for Neo

If you change PIMS from Cornerstone to Neo, Vello for Neo does not keep the configuration for forms that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of forms again in Vello for Neo.

Configure forms in Vello for Neo

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-s9ltyatr" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">Cornerstone</span> customers: Configure <span class="keyword">Vello</span> for <span class="keyword">Neo</span></h1><div class="body"><p class="shortdesc">If your practice changes PIMS from <span class="keyword">Cornerstone</span> to <span class="keyword">Neo</span>, read about how to configure <span class="keyword">Vello</span> features and functions for <span class="keyword">Neo</span>.</p><div class="note important note_important"><span class="note__title">Important:</span> This documentation is only for <span class="keyword">Cornerstone</span> customers that are converting PIMS from <span class="keyword">Cornerstone</span> to <span class="keyword">Neo</span> or <span class="keyword">ezyVet</span>. If you are not converting to a new PIMS, refer to the general documentation in the <span class="keyword">Vello Knowledge Center</span>.</div></div><nav role="navigation" class="related-links"><ul class="ullinks"><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/about-vello-configuration-for-neo">About Vello configuration for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-medical-service-reminders-in-vello-for-neo">Configure medical service reminders in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-appointment-reminders-in-vello-for-neo">Configure appointment reminders in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/mass-communications-make-an-email-in-vello-for-neo">Mass Communications: Make an email in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-text-messaging-in-vello-for-neo">Configure text messaging in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-online-booking-in-vello-for-neo">Configure online booking in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-recommended-care-in-vello-for-neo">Configure recommended care in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/do-a-check-of-your-practice-information-in-vello-for-neo">Do a check of your practice information in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/vello-for-neo-control-what-clients-can-do-in-the-client-portal">Vello for Neo: Control what clients can do in the client portal</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-surveys-in-vello-for-neo">Configure surveys in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-thank-you-email-in-vello-for-neo">Configure thank-you email in Vello for Neo</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo/configure-forms-in-vello-for-neo">Configure forms in Vello for Neo</a><br></li></ul><div class="familylinks"><div class="parentlink"><span class="hd-label">Parent topic:</span> <a class="link" href="/browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo">Cornerstone customers converting to ezyVet or Neo</a></div></div></nav></article></main></body>

If your practice is converting PIMS from Cornerstone to ezyVet or Neo, read about how to configure Vello features and functions in your new PIMS.

Cornerstone customers converting to ezyVet or Neo

If you change PIMS from Cornerstone to ezyVet, Vello for ezyVet does not keep the configuration for forms that you set in Vello for Cornerstone. As a result, it is necessary to do the configuration of forms again in Vello for ezyVet.

Configure forms in Vello for ezyVet

If your practice changes PIMS from Cornerstone to Neo, read about how to configure Vello features and functions for Neo.

Cornerstone customers: Configure Vello for Neo

browse-documentation/for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo

for-practices/vello-for-cornerstone/cornerstone-customers-converting-to-ezyvet-or-neo/cornerstone-customers-configure-vello-for-neo

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<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-o4accukz" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Vello-featured</h1><div class="body accordions-wrapper"><p class="shortdesc"></p><div class="div accordions-heading">Featured content</div><div class="div accordion-container">
            


<div class="div accordion-item">How Hays Towne Veterinary Hospital upgraded client communication with Vello</div>
            <div class="div accordion-content"> 
                <div class="div accordion-text">Hays Towne Veterinary Hospital, a single-doctor general practice in Hudson, Florida, has long prioritized high-quality care for pets and seamless client communication. With a commitment to staying ahead in technology, Practice Manager Leanne Ridenour sought a modernized solution to enhance appointment scheduling and client engagement.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/improving-veterinary-client-communications-a-case-study" target="_blank">More</a>
            </div>






            <div class="div accordion-item">Introducing Vello to your client base (PDF)</div>
            <div class="div accordion-content"> 
                <div class="div accordion-text">Read about tips and tricks to introduce Vello to your clients, and tools to help drive Vello adoption and engagement.</div><a class="xref j-external-link" href="https://vello.deploy.heretto.com/v4/deployments/Qh0rOZ3ZqeETpqiOjvuB/object/ed3c3a75-5286-42a2-bab5-0e2f2ac22dc3?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiJlZDNjM2E3NS01Mjg2LTQyYTItYmFiNS0wZTJmMmFjMjJkYzMiLCJleHAiOjE3ODE3NDEyMzgsImp0aSI6ImVjMmU5YTNhMzdjNDQxOTc4MjI4Yjg5NGU4M2RmNmUwIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.GnRMMfVNTBY5RvDiYBS02vlwphaW_4sAsM3xPc02umo&amp;response-content-disposition=filename%3D%22vello-lets-talk-about-recommended-care-1.pdf%22" target="_blank">More</a>
            </div>
            <div class="div accordion-item">Let's talk about recommended care (PDF)</div>
            <div class="div accordion-content">
                <div class="div accordion-text">The recommended care feature in Vello delivers personalized service suggestions to pet owners, based on your PIMS settings. Each recommendation includes a clear explanation of why it's needed, helping improve understanding, follow-through, and trust.</div><a class="xref" href="/discover-resources/lets-talk-about-recommended-care">More</a>
            </div>
            <div class="div accordion-item">Printable Vello flyers for your practice </div>
            <div class="div accordion-content">
                <div class="div accordion-text">Use these PDF flyers to make it easy for your clients to download the Vello app and to send text messages to your practice.</div><a class="xref" href="/discover-resources/printable-vello-flyers-for-your-practice">More</a>
            </div>
            <div class="div accordion-item">ezyVet customers: Clients can add a new pet in the Vello client portal</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Vello makes it easy for clients to add new pets and make appointments for them directly in the Vello client portal.</div><a class="xref j-external-link" href="https://docs.ezyvet.com/en/browse-documentation/vello/vello-for-practices/configuration/about-client-changes-to-pets-in-the-vello-client-portal" target="_blank">More</a>
            </div>
            <div class="div accordion-item">How Windsong Veterinary Hospital Streamlined Client Communication with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Windsong Veterinary Hospital, a newly established general practice in Prosper, Texas, set out to build a modern, efficient clinic from day one. With a focus on seamless operations and excellent client communication, they selected ezyVet as their practice management system and sought a client engagement solution that could integrate effortlessly. </div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/new-veterinary-practice-streamlining-client-communications-a-case-study" target="_blank">More</a>
            </div>
            <div class="div accordion-item">Vello helps Southside Animal Hospital increase their fecal samples to more than 5 per day</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Southside Animal Hospital, a fast-paced one-doctor practice in Lansing, Michigan, knew it was time to modernize client communication. Using Neo as their PIMS, Practice Manager Teresa Marhofer set out to introduce automation that would save staff time and better engage clients. When they implemented Vello, they expected improved workflows. What they didn’t expect was a dramatic rise in fecal compliance, increased staff efficiency, and a noticeable lift in client satisfaction—all in the first week. </div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/how-vello-helped-southside-animal-hospital-increase-their-fecal-samples" target="_blank">More</a>
            </div>
            <div class="div accordion-item">Webinar: Seamless Connections</div>
            <div class="div accordion-content">
                <div class="div accordion-text">From missed reminders to disconnected systems, client communication can easily become fragmented. But it doesn’t have to be. In this on-demand webinar, we’ll explore how to simplify your workflows, improve client engagement, and create a more connected, efficient practice—without adding more to your plate.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/webinar/seamless-connections" target="_blank">More</a>
            </div>
            <div class="div accordion-item">How Animal Care Clinic Increased Fecal and Preventive Care Bloodwork Compliance with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Animal Care Clinic, a three-doctor general practice in North Canton, Ohio, has always prioritized staying ahead with the latest veterinary technology. After transitioning from paper records to ezyVet in 2020, they sought new ways to enhance client communication and compliance. In October 2023, they joined Vello’s beta program, expecting to strengthen client engagement by reaching more clients through an improved, fully integrated workflow.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/how-animal-care-clinic-increased-fecal-and-preventive-care-bloodwork" target="_blank">More</a>
            </div>
            <div class="div accordion-item">How Downtown Pet Hospital Boosted Compliance and Client Engagement with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Downtown Pet Hospital, a thriving five-doctor general practice in Orlando, Florida, has been using Neo as their practice management system since 2016. As the practice grew, they sought a way to automate and enhance client engagement, particularly around appointment reminders and preventive care compliance.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/established-downtown-pet-hospital-boosts-compliance-and-client-engagement-with-Vello" target="_blank">More</a>
            </div>
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Cornerstone customers: Configure Vello for Neo

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