Preparing for Vello
This article covers actions you can take to prepare for integrating Vello in Cornerstone.
Steps to prepare for Vello
- Confirm that your personal MyIDEXX login is affiliated with the practice and listed as an administrator. To see if your account is affiliated or to set up an affiliation, click here and refer to the following frequently asked questions within the article:
- How do I add a business to my MyIDEXX profile?
- How do I update my MyIDEXX profile with business administrator access?
- Gather your practice’s CP 575 notice to complete your mandatory brand registration and comply with regulatory requirements on businesses that use SMS to communicate with clients. The registration information you enter in Vello must exactly match the information on your practice’s CP 575 notice. Click here to learn more.
- If you misplaced your CP 575, you may request a 147c letter from the IRS and use the information listed in the letter to submit your registration.
- Once you submit your brand registration in Vello, it can take up to two weeks to process, and this is dependent upon the cellular carrier’s review and approval.
- Check your Cornerstone version. We recommend the latest version, 9.7 or above, for a seamless Vello experience and comprehensive comms log writebacks. If you are not running 9.7 or above, visit the Upgrade Resources page for upgrade instructions.
- Ensure your practice staff has registered for individual accounts to access Vello. This enables you to assign specific permissions and access levels to each staff member while enhancing the overall security of your Vello account. For instructions on registering for a MyIDEXX account, click here.
Note: During your Vello account setup, IDEXX will confirm on your behalf that your integration software connected to Cornerstone is up to date. If IDEXX finds your integration software needs to be upgraded, a representative from the IDEXX DataPoint team will contact you directly to facilitate the upgrade. This process can take up to 3 business days.
Once your Vello account setup is complete, you will receive an email confirmation prompting you to review your Vello settings. Reference the resources below to assist you in reviewing your Vello account and settings.
