Cornerstone MLSD locations: General steps for Vello initial access and configuration
Vello has a set of general steps that you do to initially get access to Vello and configure it for Cornerstone MLSD locations.
1. Initial Access
| Step | Task | Applicable staff member | Information |
|---|---|---|---|
| 1 | Read about Vello for Cornerstone MLSD locations. | A practice manager. | About Vello for Cornerstone MLSD locations |
| 2 | Sign up to Vello for a Cornerstone MLSD location. | A practice manager that has a MyIDEXX administrator account. | Sign up to Vello for a Cornerstone MLSD location |
| 3 | Get access to Vello configuration settings. | Get access to Vello configuration settings for a Cornerstone MLSD location | |
| 4 | Give Vello access to staff members. | Give a staff member access to Vello for more than one Cornerstone MLSD location | |
| 5 | Get access to the Vello inbox. | All staff members. | Get access to the Vello inbox for a Cornerstone MLSD location |
2. Configure
| Step | Vello configuration | Documentation |
|---|---|---|
| 1 | Set the start date for automatic messages | Vello start date for an MLSD location |
| 2 | Complete SMS registration | SMS registration for an MLSD location |
| 3 | Configure text messaging | Text message configuration for an MLSD location |
| 4 | Configure appointment reminders | Appointment reminder configuration for an MSLD location |
| 5 | Configure medical service reminders | Configuration of medical service reminders for an MLSD location |
| 6 | Configure online booking | Vello online booking configuration for an MLSD location |