New client registration, first appointments, and Cornerstone records
Read about how client registration and first appointment information syncs from the Vello client portal to applicable Cornerstone records.
Note: You can only do the steps given in this documentation after a practice manager:
- Makes sure that your practice has Cornerstone version 9.6 or higher
- Activates Auto assign for Client ID in Cornerstone
- Activates Auto assign for Patient ID in Cornerstone
For more information, refer to the applicable Cornerstone documentation:
If a person is not a client of your practice, they can use the Vello client portal to complete registration and make their first appointment. After the new client completes registration and makes the appointment, they can use the client portal to:
- Get access to appointment information for their first appointment
- Know about medical care for their pets
- Add pets
- Change pet photos
- Make subsequent appointments
Registration for new clients and Cornerstone records
A new client's registration information syncs to Cornerstone. As a result, it is not necessary for staff to make the applicable records directly in Cornerstone.
This table shows the registration information that a new client enters in the client portal, and where the information syncs to in Cornerstone:
| Registration information | Where the information syncs to in Cornerstone |
|---|---|
Client information:
Note: If a client starts to enter address information in the Address box, Vello automatically shows available addresses that the client can select. To enter their address manually, they can select Enter manually. | The registration information syncs to a new client record. |
Pet information:
| The registration information syncs to a new patient record. |
Appointments for new clients and Cornerstone records
After a new client enters registration information, they can use the Vello client portal to:
- Make their first appointment with your practice
- Enter the name and phone number of a previous practice
- Upload their pet's clinical records directly
This table shows the information that a new client enters when they make their first appointment, and where the information syncs to in Cornerstone:
| Type of appointment information | Where the information syncs to in Cornerstone |
|---|---|
| The appointment information syncs to the Cornerstone booking calendar. Note: If you use appointment requests for online booking, you must confirm the appointment in Vello to sync it to the booking calendar. |
| A client can enter the name and phone number of a previous practice. And you can contact the practice to make a request for a pet's records. | The previous practice information syncs to the Notes section of a new appointment record. |
| A client can upload their pet's clinical records directly (for example, if a client has a file that shows their pet's vaccination records). | The files sync to the Documents Attachments tab of the applicable patient record. |
First appointment information shown in Vello
When a new client makes their first appointment during client registration, the Requests & Notifications screen in Vello shows an entry for the appointment. And the screen shows New in the Patient column for the appointment.
When you select the appointment entry, Vello shows a Review Appointment dialog box. If the new client entered more information when they made their first appointment , Vello shows the information in the Notes section of the dialog box. For example, the Notes section can show:
- The name and phone number of a previous practice
- A message to tell you that the client uploaded their pet's clinical records