Let clients change their pet's information
To let clients change their pet's information directly in the Vello client portal, a practice manager must do the necessary configuration in Vello.
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:
- In the left sidebar, select Client Permissions.Note: If the left sidebar is closed, select the client permissions button:Vello shows a Manage Your Client Permissions screen.
- In the Update existing patient information section, select Edit.
- Select Direct update.
- Select Publish Changes.