Provider staff that are available for appointment requests
Use the Text Messages & Requests screen to add appointment requests to your PIMS calendar. When you add a request, you can use the Provider box to select an applicable staff member for the appointment.
To know which staff to make available in the Provider box, Vello uses information that it syncs from your PIMS. The synced information that Vello uses to show staff in the Provider box is different for each PIMS.
This table gives each PIMS and the necessary steps to make staff available in the Vello Provider box:
PIMS | Steps |
---|---|
ezyVet | To show a staff member in the Vello Provider box:
|
Neo | To show a staff member in the Provider box in Vello:
|
Cornerstone | To show a staff member in the Provider box in Vello:
Note: Examples of a Classification setting that you can make to show a staff member in the Vello Provider box include:
This image shows an example Classification setting: |