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Sync a text conversation to a patient record in Cornerstone

Before a record of a text conversation shows in a patient record in Cornerstone, you must sync the conversation from the Vello inbox to Cornerstone.

To sync a text conversation, do this procedure.
  1. Sign in to practice.vello.idexx.com to get access to Vello.
  2. In the left sidebar, select Text Messages.
    The Text Messages & Requests command
    Note: If the left sidebar is closed, select the text messages button:

    Vello shows a Text Messages screen.
  3. Find and select the applicable text conversation.
  4. In conversation view, select Mark as Done.
    Vello shows a Mark conversation as done dialog box.
  5. Select Patient communication log.
    Patient communication log setting
  6. In the Select patients section, select the patient record that you want to sync the text conversation to.
    Tip: You can select more than one patient record to sync the text conversation to in Cornerstone.
  7. Select Mark as done.
  1. The text conversation record shows in the Attachments section of a medical note in the patient record
  2. Vello moves the text conversation to the done view of the Vello inbox
Note: If you or the client sent an image in a text message, the image shows as a different file attachment in the patient record.