Mobile phone numbers that are available for Vello text messaging
If a person has a mobile phone number in a client record in your PIMS, you can use Vello to send and receive text messages with them.
A client record in your PIMS can show more than one mobile phone number (for example, if a client has two mobile phone numbers). If a client record has a mobile phone number, you can use the number for client text messaging.
Most times, the mobile phone numbers in a client record are for the applicable client. But other persons can also have phone numbers in the client record (for example, an emergency contact or a pet sitter).
Mobile phone numbers for clients in the Vello inbox
- The name of the client
- The ID number of their PIMS contact record
- The client's mobile phone number
- An Additional Contacts button
To send and receive text messages with a person, you can select a mobile phone number in the Additional Contacts section.
After you complete a text conversation in Vello, you can sync the text conversation to the client record and the patient record in your PIMS.