Let clients use the client portal to tell you that their pet is deceased
To let clients use the Vello client portal to tell you that their pet is deceased, 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 Allow pet owners to mark pets as deceased section, select Edit.
- Select Direct update.
- Select Publish Changes.