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Sync a text conversation to a client record in Cornerstone

Before a record of a text conversation shows in a client record in Cornerstone, you must sync the conversation from the Vello inbox to Cornerstone.

To sync a text conversation, do this procedure.
  1. Sign in to practice.vello.idexx.com to get access to Vello.
  2. In the left sidebar, select Text Messages.
    The Text Messages & Requests command
    Note: If the left sidebar is closed, select the text messages button:

    Vello shows a Text Messages screen.
  3. Find and select the applicable text conversation.
  4. In conversation view, select Mark as Done.
    Vello shows a Mark conversation as done dialog box.
  5. Select Client communication log.
    Client communication log setting
  6. Select Mark as done.
  1. The text conversation record shows as a document entry in the client communications section of the client record
  2. Vello moves the text conversation to the Done view of the Vello inbox
Note: If you or the client sent an image in a text message, the image shows in a different attachment in the client record.