Vello online booking

Vello online booking makes it easy for clients to make appointments directly from medical service reminders or from the Vello client portal.

Vello has two methods that a client can use to make an appointment in the Vello client portal:

They can make an appointment request
They can schedule an appointment directly in your PIMS calendar (direct booking)

Note: Before a client can make an appointment in the client portal, a practice manager must configure a visit type to use direct booking or appointment requests. Without the configuration, clients must make a phone call to your practice to schedule an appointment.

Method: Appointment requests

Appointment requests that clients use the client portal 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 give approval for the appointment request, and Vello syncs the appointment to your PIMS calendar.

Method: Direct booking

If a client uses the client portal to schedule an appointment directly in your PIMS calendar, it is not necessary for you to give approval for the appointment.

When a client schedules an appointment directly, you receive a message in the Vello inbox to tell you:

If a practice manager makes the necessary setting when they configure direct booking for a visit type, the Vello client portal shows an I'd like to learn about early screening setting. Clients select it to tell your practice that they want to learn about diagnostic screening. As a result, the applicable appointment record in your PIMS shows Client indicated an interest in Diagnostic Screening text. The text includes the type of diagnostic screening that the client wants to know about.

Figure 1. Client portal: I'd like to learn about early screening setting

Note: The Vello client portal shows a link adjacent to the I'd like to learn about early screening setting that a client can select to open a video about diagnostic screening.

Information that clients can select for appointments

When a client makes an appointment, they can:

Select a visit type (for example, a wellness visit or a sick visit)
Select a practice staff member for the appointment
Select an appointment date and time

Note: The dates and times that Vello online booking shows to a client are from your PIMS calendar. As a result, clients can make appointments only during the times that your practice is available.

A practice manager can configure the information that Vello online booking shows to clients when they make appointments. Available information that you can configure:

The available staff members for appointments
The available days and times for appointments
Make visit types available for online booking

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Vello online booking

Method: Appointment requests

Method: Direct booking

Information that clients can select for appointments

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