About Vello configuration for Cornerstone MLSD locations

Before staff of a Cornerstone MLSD location can use Vello features and functions, a practice manager must do the necessary configuration for the location.

Note: For Vello configuration, each MLSD location is isolated from other MLSD locations. For example, a practice manager can activate appointment reminders for the Westbrook MLSD location of the Cornerstone database. But as a result, appointment reminders are not also automatically activated for the Bayside MLSD location. To activate appointment reminders for the Bayside location, a practice manager must sign to Vello from the Bayside location and activate appointment reminders.

Vello configuration settings for a Cornerstone MLSD location

To get access to Vello configuration settings for your MLSD location:

Go to MyCornerstone and sign in with your MyIDEXX username and password
In the Vello Configuration screen that shows, select the location that you want to configure
Select Open in the Vello area of MyCornerstone

The Open button — Figure 1. Vello area of MyCornerstone

Note: The Vello Configuration screen only shows MLSD locations that you have access to.

In Vello configuration settings, the MLSD location name shows in the left sidebar:

Vello start date for an MLSD location

For your MLSD location, you must set the date that Vello starts to send messages to clients.

Note: Each practice manager must set the start date for their MLSD location. The start dates are not connected between MLSD locations.

SMS registration for an MLSD location

For your MLSD location, you must complete SMS registration.

After you complete SMS registration, your MLSD location uses a registered phone number to send and receive text messages with clients. Each MLSD location that completes SMS registration uses a different registered phone number.

Note: Each practice manager must complete SMS registration for their MLSD location. SMS registration is not connected between MLSD locations.

Note: IDEXX Pet Health Network Pro customers: When you sign up to Vello for the first location of your Cornerstone database, the location keeps the registered phone number that your practice used for Vello text messaging.

Text message configuration for an MLSD location

For your MLSD location, you must configure text messaging.

Note: Each practice manager must configure text messaging for their MLSD location. Text message configuration is not connected between MLSD locations.

You can sync a Vello text conversation to the communication log of the applicable client record or patient record in Cornerstone. All MLSD locations have access to the text conversation record of the communication log. But only the MLSD location that sent and received the text messages with the client can get access to the text message content in the Vello inbox. To get access to the content in the Vello inbox, you must use the Vello Configuration screen to sign in to Vello for the applicable location.

Note: IDEXX Pet Health Network Pro customers: When you sign up to Vello for the first MLSD location of your Cornerstone database, the location keeps a record of text conversations that previously occurred in Vello.

Note: If you do not sign in to the correct MLSD location and you try to read the content of a text conversation in the Vello inbox, Vello shows an error message: Conversation cannot be opened as it did not occur in your selected location in Cornerstone. Please change location in Cornerstone before opening this conversation, or talk to your administrator.

Westbrook and Bayside are MLSD locations of Brookvane Veterinary Care. Rachel Torres sent and received text messages about their dog Bella with Westbrook location staff. A record of the text conversation syncs to Rachel's communication log in Cornerstone for Westbrook location and Bayside location. But staff can only read the content of text messages in the Vello inbox if they sign in to Vello for the Westbrook location.

Vello online booking configuration for an MLSD location

For your MLSD location, you must configure Vello online booking.

Note: Each practice manager must configure online booking for their MLSD location. Online booking configuration is not connected between MLSD locations.

If your MLSD location shows in the Home Practice section of a client record in Cornerstone and you use online booking:

The applicable client can select a link in a medical service reminder to make an appointment with your location
The client can make an appointment with your location in the Vello client portal

Note: The Requests & Notifications screen in Vello only shows information related to your MLSD location. The Requests & Notifications screen does not show information for other locations.

If your MLSD location shows in the Home Practice section and you do not use Vello online booking, clients must make a phone call to your location to make an appointment.

In a Cornerstone database, Westbrook MLSD location shows in the Home Practice section in Rachel Torres' client record. Westbrook location does not use Vello online booking. When Rachel receives a medical service reminder, the message does not have a link that Rachel can select to make an appointment. And Rachel cannot make an appointment in the Vello client portal. Thus, Rachel must make a phone call to the Westbrook location to schedule an appointment.

At a subsequent time, Westbrook location makes a decision to use online booking. When Rachel receives a medical service reminder again, the reminder has a link that Rachel can select to make an appointment with Westbrook location.

Configuration of medical service reminders for an MLSD location

For your MLSD location, you must configure medical service reminders.

Note: Each practice manager must configure medical service reminders for their MLSD location. Configuration of medical service reminders is not connected between MLSD locations.

A client only receives medical service reminders for the MLSD location that shows in the Home Practice section of their client record in Cornerstone. The client does not receive medical service reminders for other locations.

Note: Before Vello can send medical service reminders, a practice manager must activate them. If the Home Practice section shows your MLSD location but medical service reminders are deactivated, clients do not receive the reminders.

Appointment reminder configuration for an MSLD location

For your MLSD location, you must configure appointment reminders.

Note: Each practice manager must configure appointment reminders for their MLSD location. Configuration of appointment reminders is not connected between MLSD locations.

Note: A client receives appointment reminders for each MLSD location that activates them.

Note: To make sure that appointment reminders are correct, you must add rooms for each location. For more information, refer to Appointment Scheduler: Room setup and maintenance.

Rachel Torres makes an annual check-up appointment with the Westbrook location of Brookvane Veterinary Practice. Then, Rachel makes a physiotherapy appointment with the Bayside location of Brookvane Veterinary Practice. Each location activated appointment reminders. As a result, Rachel receives appointment reminders for each appointment that she made.

Vello Knowledge Center

Get access to documentation, training, and other high-quality resources.