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Configure appointment instructions that show in appointment messages

Appointment messages that Vello automatically sends can show appointment instructions. The instructions are applicable to messages of an appointment type. For example, messages for wellness appointments can show diet instructions.

To configure appointment instructions, do this procedure.
  1. Open Vello from your PIMS.
    Note: If you use Cornerstone, sign in to mycornerstone.idexx.com to get access to Vello.
  2. In the left sidebar, select Pre-Appointment Communications.
    The Pre-Appointment Communications command
    Vello shows a Pre-Appointment Communications screen.
  3. In the Appointment Types section, select Edit for the applicable appointment type.
    Edit button to configure appointment instructions for applicable appointment types
    Vello shows a dialog box with appointment type settings.
  4. Set Custom Instructions to Included.
    The Custom Instructions section and an Included setting to set or clear
    Vello shows an instructions box.
  5. Enter appointment instructions in the box.
    A box with appointment instructions
  6. Select Done.
    The Done button
  7. Select Publish Changes.
    The Publish Changes button
Vello includes appointment instructions for the appointment type.