Responding to client requests in AllyDVM

Responding to client requests in AllyDVM

You can respond to a request directly from the request form with either an email or text message. Remember that a client can choose their preferred method of contact within that request form.
 
Once a request has been taken care of, click Archive Request to move it from your "New" tab to the "Archived" tab. When the "New" tab is cleaned up, the red dot will disappear from the notification center () in the upper right-hand corner. Archived requests will be stored in the “Archived” tab and can be unarchived if necessary.

Request Status:
In the status column on the Requests page, you can quickly see or update the status of all requests. New requests will be labeled with a green “new” status. To update the status of a request or add notes, use the following steps:
  1. Click the Spyglass to the left of the request to bring up the Request Details page
  1. Click the Update Status button at the bottom of the page.

  1. Change the status by clicking either New, In Progress, or Archive. Add any applicable notes into the notes field, then add your initials into the mandatory initial field and click save. Note that if you update the status to Archive, the request will automatically move from the "In Progress" tab to the "Archive" tab.
  2. Your status and notes will appear on the Request Details page under Request Updates.