Vello online scheduling
Vello online scheduling makes it easy for clients to make appointments directly from medical service reminders or from the Vello client portal.
Vello has two methods that a client can use to make an appointment in the Vello client portal:
- They can make an appointment request
- They can schedule an appointment directly in your PIMS calendar (direct booking)
Method: Appointment requests
Appointment requests that clients use the client portal to send show in the Vello inbox. Then, you can do a check of the request and make changes as necessary. These are the changes that you can make:
- Appointment type
- Appointment staff member
- Appointment date and time
- Appointment room
As a last step, you give approval for the appointment request, and Vello syncs the appointment to your PIMS calendar.
Method: Direct booking
If a client uses the client portal to schedule an appointment directly in your PIMS calendar, it is not necessary for you to give approval for the appointment.
When a client schedules an appointment directly, you receive a message in the Vello inbox to tell you:
Information that clients can select for appointments
When a client makes an appointment, they can:
- Select a visit type (wellness visit or sick visit)
- Select a practice staff member for the appointment
- Select an appointment date and time
Note: The dates and times that Vello online scheduling shows to a client are from your PIMS calendar. As a result, clients can make appointments only during the times that your practice is available.
A practice manager can configure the information that Vello online scheduling shows to clients when they make appointments. Available information that you can configure:
- The available staff members for appointments
- The available days and times for appointments
- Activate or deactivate sick visits as a visit type
Note: If sick visits are not activated as a visit type for appointments, clients must make a phone call to your practice to schedule a sick visit.