About Vello forms
Use Vello forms to make high-quality online forms for your clients to complete. Examples of forms that you can make include consent forms, and forms for wellness visits.
Note: Vello forms is a beta feature and is only available for specified ezyVet customers. If you want to try Vello forms, contact vello-product-team@idexx.com.
To open and complete a form, clients use the Vello client portal. The client portal shows forms that a practice manager made and configure an appointment type to use. When a client opens the client portal from an appointment reminder of the appointment type, the portal shows a Complete Form button to the client.
After a client completes a form in the Vello client portal, Vello syncs the form to ezyVet. The synced form is a PDF document that shows in the Attachments section of
- The Attachment tab of the applicable patient record
- The Attachment tab of the applicable appointment
Form designer
The Vello form designer is the tool that you use to make forms. Examples of what you can use the form designer to do:
- Add a form image (for example, your practice logo)
- Add input types to questions (for example, text boxes, rating scales, and checkboxes)
- Add form variables to questions to quickly and easily show pet and pet owner information (for example, pet name or pet owner address)
- Put groups of form questions in dedicated form pages
Note: Only a practice manager has access to the form designer.
Tip: To help you make a start with forms, Vello includes four forms.
The form designer can use AI to automatically make a form with these two methods:
- You can enter an AI prompt for Vello to automatically make a form
- You can import a PDF document that Vello automatically makes a form from
This table gives information about each method:
| Method | Information |
|---|---|
| AI prompt | To use an AI prompt, select the Generate with AI button that shows in the form designer. Then, enter an AI prompt. For example, enter Create a Consent Form for a Medical Procedure. Include fields for patient name, date of birth, and signature. Make signature field required. |
| PDF document import | To use a PDF document, select the Import PDF button that shows in the form designer. Then, find and select an applicable PDF document. Note: For AI to make a form from a PDF document, the document must have text content. Vello cannot make a form from a PDF document that shows text as images (for example text that is a scanned image). |
Note: When you use AI to make a form, do a check of the form content as shown in the form designer and make sure that it is correct.
Form statuses
The Forms screen in Vello shows entries for each form that you make. Each entry shows a status:
This table gives each status and information about it:
| Form status | Information |
|---|---|
| Published | The Published status identifies a form that is prepared for clients to open and complete. A form entry has the Published status after you add all the necessary content to a form, then select Publish in the Form Designer screen. Note: A form that has the Published status is permanently locked and you cannot make changes to it. As an alternative, you can make a copy of the form, then make changes to the copy. |
| Draft | The Draft status identifies a form that you started to make with the form designer. |
| Archived | The Archived status identifies a form that you archived. |
Archived forms
To make form maintenance easier, you can archive a form. After you archive a form:
- Vello sets the Archived status for the form
- The Forms screen does not show archived forms unless you select the Show Archived setting in the screen
Note: It is not possible to permanently remove a form from Vello. You can only archive forms.