Online scheduling: Basic workflow for clients
Clients can use Vello online scheduling to make appointment requests with five easy steps.
This table gives each step and information about it:
| Step | Information |
|---|---|
| 1 | A client receives a medical service reminder from Vello. The reminder has a link that the client selects to open a page that they use to make an appointment request. Note: As an alternative, the client uses the Vello client portal to make an appointment request directly.
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| 2 | In the appointment request:
Note: If a practice manager activated sick visits as a visit type in Vello, the client continues to the next step in the workflow. But if Vello does not have sick visits activated, the client must make a phone call to your practice to schedule the appointment.
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| 3 | The Vello inbox shows the appointment request . You do a check of the request and make changes as necessary. For example, you can select a different staff member or set an appointment type. |
| 4 | You confirm the appointment request. As a result, Vello syncs the confirmed appointment to your PIMS calendar. |
| 5 | Vello sends an appointment confirmation message to the client. Then, Vello continues to send appointment reminders to the client. Each appointment reminder has a link or button that the client selects to show information about the appointment. Examples of the information include:
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