Sync a text conversation to a patient record in Cornerstone
Before a record of a text conversation shows in a patient record in Cornerstone, you must sync the conversation from the Vello inbox to Cornerstone.
- The text conversation record shows in the Attachments section of a medical note in the patient record
- 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 as a different file attachment in the patient record.