Vello configuration for Neo branches

Before branch staff can use Vello features and functions, a practice manager must do the necessary configuration for the branch.

Note: Your branch must configure Vello independently of other branches. For example, practice managers can activate appointment reminders for your branch. And they can deactivate appointment reminders for a different branch.

Vello configuration settings for a Neo branch

Use the IDEXX Vello screen in Neo to get access to Vello configuration settings for your branch. The Branch box of the IDEXX Vello screen shows the branches of your Neo site. Use the Branch box to select the branch that you want to configure.

The Branch box in the IDEXX Vello screen — Figure 1. The Branch box

To get access to Vello configuration settings for the branch, select Manage Settings in the IDEXX Vello screen:
The Manage Settings button

In Vello configuration settings, the branch name shows in the header bar:
The branch name in the Vello header bar

Vello start date for a branch

Your branch must set the Vello start date that Vello starts to send messages to clients. Your branch must set the start date independently of other branches.

SMS registration for a branch

Your branch must complete SMS registration independently of other branches.

After you complete SMS registration, your branch uses a registered phone number to send and receive text messages with clients. Each branch that completes SMS registration uses a different registered phone number.

Text message configuration for a branch

Your branch must configure text messaging independently of other branches. For example, practice managers can activate text messaging for your branch. And they can deactivate text messaging for a different branch.

The Vello inbox button in Neo shows for branches that activated text messaging:

A record of a Vello text conversation syncs to the communication log of the applicable client record in Neo. All branches have access to the text conversation record of the communication log. But only the branch that sent and received the text messages with the client can get access to the text message content in the Vello inbox. To get access to the content in the Vello inbox, you must change your branch in Neo.

Note: To change your branch in Neo:

In the menu bar, select the branch name
In the Branch box of the dialog box that shows, select the applicable branch
Select Select Location

Note: If you do not select the correct branch and you try to read the content of a text conversation in the Vello inbox, Vello shows an error message: Conversation cannot be opened as it did not occur in your selected branch in Neo. Please change branch in Neo before opening this conversation, or talk to your administrator.

Botany branch and North Shore branch are branches of Callisto Vets. Kristine Kochanski sent and received text messages about their dog Ruby with Botany branch staff. A record of the text conversation syncs to Kristine's communication log in Neo for Botany branch and North Shore branch. But staff can only read the content of text messages in the Vello inbox if they select Botany branch in the header bar in Neo.

Vello online scheduling configuration for a branch

Your branch must configure Vello online scheduling independently of other branches. For example, practice managers can activate online scheduling for your branch and they can deactivate online scheduling for a different branch.

If your branch shows in the Associate ID box of a client record in Neo and you use online scheduling:

The applicable client can select a link in a medical service reminder to make an appointment request with your branch
The client can make an appointment request with your branch in the Vello client portal

Note: The Vello inbox only shows appointment requests for your branch. The Vello inbox does not show appointment requests for other branches.

If your branch does not use Vello online scheduling, clients must make a phone call to your branch to schedule an appointment.

Botany branch shows in the Associate ID box in Kristine Kochanski's client record in Neo. Botany branch does not use Vello online scheduling. When Kristine receives a medical service reminder, the message does not have a link that Kristine can select to make an appointment request. And Kristine cannot make an appointment request in the Vello client portal. Thus, Kristine must make a phone call to the branch to schedule an appointment.

Botany branch makes a decision to use online scheduling. When Kristine receives a medical service reminder again, the reminder has a link that Kristine can select to make an appointment request with Botany branch.

Configuration of medical service reminders for a branch

Your branch must configure medical service reminders independently of other branches.

A client only receives medical service reminders for the branch that shows in the Associate ID box of their client record in Neo. The client does not receive medical service reminders for other branches.

Note: Before Vello can send medical service reminders, a practice manager must activate them. If the Associate ID box shows your branch but medical service reminders are deactivated, clients do not receive the reminders.

Appointment reminder configuration for a branch

Your branch must configure appointment reminders independently of other branches. A client receives appointment reminders for each branch that activates them.

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