After a practice manager makes a form, they can configure an appointment type to use it. Then, applicable clients use the Vello client portal to open and and complete the form.

1. Open Vello from your PIMS.
   Note: If you use Cornerstone, sign in to mycornerstone.idexx.com to get access to Vello.
2. In the left sidebar, select Forms.
   

   Note: If the left sidebar is closed, select the forms button:
   
   
   Vello shows a Forms screen.
3. Select Create New.
   
   Vello shows the form designer.
4. In the Form Name box, enter a name.
   Note: Form Name does not show to clients.
5. Select the image button, then find and select an applicable image to add to the form (for example, your practice logo).
   
   Note: The form shows the added image above the form title.
6. Select the Add Question button, or drag an input type or a form variable from left sidebar to the button.
   
   The form designer adds an empty question to the form.
7. Continue to add more questions and make changes until the form is prepared.
   Tip: To make sure the Vello keeps your changes, select Save Draft:
   
   

   Tip: To make sure that form will show correctly for clients, select Preview:
   
   

   After you select Preview, select the laptop button to do a check of your form content with different device types:
   
   
8. Select Publish, and in the pop-up window that Vello shows, select Publish again.
   Vello shows the Forms screen. The screen:

   • Has a new entry for the form that you made
   • Shows a status of Published for the new form