The Service Reminders screen
Use the Service Reminders screen to configure the medical service reminders that Vello sends to clients.
- Look at the content and formatting of medical service reminders before Vello sends them
- Start or stop medical service reminders for specified treatments or services
- Add custom content to a medical service reminder (for email reminders only)
- Start or stop all medical service reminders
The Service Reminders screen has an Edit button. After you select Edit, Vello shows an Edit: Exclusions dialog box that you can use to start or stop medical service reminders for treatments or services.
- The Included Medical Service Reminders section
- The Exclusions section
If a medical service shows in the Included Medical Service Reminders section, Vello automatically sends reminders for it. If a medical service is in the Exclusions section, Vello does not send reminders for it.
- If one or more clients received a reminder for the medical service in the previous three years
- If one or more clients are scheduled to receive a reminder for the medical service at a subsequent date
The Service Reminders screen has an Edit Content button. Select Edit Content to add custom content to a medical service reminder. Custom content is new text that Vello includes in a medical service reminder. An example of custom content is information about a deposit for an appointment and the time necessary to cancel an appointment.