Vello online scheduling
Vello online scheduling makes it easy for clients to make appointment requests directly from medical service reminders or from the Vello client portal.
In an appointment request, clients can:
- Select a visit type (wellness visit or sick visit)
- Select a practice staff member for the appointment
- Select an appointment date and time
The dates and times that Vello online scheduling shows to a client are from your PIMS calendar. As a result, clients can make appointment requests only during the times that your practice is available.
Appointment requests that clients use online scheduling to send show in the Vello inbox. Then, you can do a check of the request and make changes as necessary. These are the changes that you can make:
- Appointment type
- Appointment staff member
- Appointment date and time
- Appointment room
As a last step, you confirm the appointment request, and Vello syncs the appointment to your PIMS calendar.
You can configure the information that Vello online scheduling shows to clients when they make appointment requests. Available information that you can configure:
- The available staff members for appointments
- The available days and times for appointments
- Activate or deactivate sick visits as a visit type
Note: If sick visits are not activated as a visit type for appointment requests, clients must make a phone call to your practice to schedule a sick visit.