About client changes to pets in the Vello client portal
After a practice manager does the necessary configuration, clients can add pets in the Vello client portal. And Vello tells your PIMS to make new patient records with the pet information. As a result, it is not necessary for practice staff to make patient records directly in your PIMS.
Note: For Cornerstone customers, you can only do the steps given in this documentation after a practice manager:
- Makes sure that your practice has Cornerstone version 9.6 or higher
- Activates Auto assign for Client ID in Cornerstone
- Activates Auto assign for Patient ID in Cornerstone
For more information, refer to the applicable Cornerstone documentation:
To let clients add a pet in the client portal, select Allow creation of new pet in the Create new clients & pets section of the Vello Client Permissions screen.
Methods for clients to add a pet in the client portal
This table shows the different methods that clients can use to add a pet:
| Method | More information |
|---|---|
| In the Settings screen of the client portal | Clients can select Add a New Pet in the Manage Pets section to add a pet directly in the client portal: |
| When a client makes an appointment in the client portal | If a client wants to make an appointment for a pet that does not show in the client portal, they can add the pet at the same time. As a result, Vello:
|
Note: Before a client can add a new pet, Vello shows this message: To avoid duplicates, do not add your pet if you think they are already in your veterinarian's system. Please call your practice to confirm.
The Add New Pet screen
A client must enter this information in the Add New Pet screen:
- Pet name
- Sex
- Age (or date of birth)
- Species
- Breed
- Color
Note: The Breed and Color boxes only show after a client selects a species in the Species box.
After a client selects Save, Vello tells your PIMS to make a new patient record with the pet information.