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Medical service reminders: The Overview screen

Use the Overview screen to know when Vello automatically sends messages and other related information to clients.

Figure 1. The Overview screen

The Overview screen
The screen shows:
  • Each type of message that Vello sends (for example, a medical service reminder or appointment reminder)
  • When Vello automatically sends each type of message
  • The method that Vello uses to send messages (text message, email, or postcard)
  • A Preview button that you can select to look at the text and formatting of messages
  • A Modify button that you can select to tell Vello to start or stop automatic reminders for a medical service