About the Appointment Review screen
You can use the Appointment Review screen to easily monitor confirmed and unconfirmed appointments of one day.
In the Appointment Review screen, you can:
- Use filters to quickly and easily find information
- Get access to appointments of a specified date
- Know if an appointment is confirmed or unconfirmed
- Know if a client completed an applicable Vello form for an appointment
- Know if a client receives appointment reminders from Vello
- Confirm an unconfirmed appointment
- Send a form reminder in a text message to a client
Access to the Appointment Review screen
You can use the Appointment Review screen as an alternative to the Unconfirmed Appointments screen. To get access, select Try It in the Unconfirmed Appointments screen:

If you want to use the Unconfirmed Appointments screen again, select Switch Back in the Appointment Review screen:

Areas and functions of the Appointment Review screen
This image and table give the areas or functions of the Appointment Review screen and information about it:

| Area or function | Information |
|---|---|
| 1 | Vello automatically shows your practice's appointments for today. You can use the arrows to select a different date in the next seven days. |
| 2 | This area shows:
|
| 3 | This area shows:
|
| 4 | The Appointment Review screen shows a set of filters that you can use to quickly and easily find information. The available filters are:
|
| 5 | The NEEDS ATTENTION section of an appointment shows one of these appointment statuses:
|
| 6 | If it is necessary for a client to complete a Vello form for an appointment, the NEEDS ATTENTION section can show one of:
If the section shows Incomplete Form and you select Send reminder to:
|
| 7 | If a client receives automatic appointment reminders from Vello, this area shows a Vello icon for the appointment. |