Settings and Features in Otto Flow
Configure Flow to fit how your clinic works.
57 Articles
Otto Clinics Resources
Getting started guides for your clinic.
3 Articles
AI Scribe
Otto listens in the room and writes the note for you.
3 Articles
Flow and your Practice Management System
How Flow connects to your practice management system.
42 Articles
Otto Care Memberships
Set up and manage wellness plans.
36 Articles
Otto Flow For Veterinary Clinics
The core features your team uses every day.
52 Articles
Otto Flow for Pet Parents
What pet parents see: texts, forms, booking.
3 Articles
Suggested Articles
✨ AI Scribe ✨
Comprehensive guide to using AI Scribe in Flow to record, generate, and review appointment notes.
OttoPilot
How to use OttoPilot, Otto's AI assistant, to ask plain-language questions about clinic data and get suggested next steps.
Otto Loyalty Program
How to set up and configure the Otto Loyalty Program: exchange rate, rewards, eligible items, and manually adding points.
Otto & Axion Phones Integration
Full guide to the Axion phone integration: the Call Pop-up for inbound and outbound calls, its limitations, and FAQ.
Flow Task Manager ✔︎
Full guide to Flow's Task Manager: automatic tasks from the Website Widget and appointment reminders, custom tasks, and settings.
Welcome to Otto's "Tips & Tails" Content Library!
Overview of Otto's Tips & Tails content library, with seasonal and how-to content clinics can share with pet parents.
🙋♀️FAQ
Answers common AI Scribe questions on recording setup, usage, pricing, privacy, and PIMS integration.
AVImark and Otto
Full guide to the AVImark and Otto integration: what syncs, setup order, payments, and key rules to avoid breaking the sync.
Integrated Invoicing with Cornerstone
How Integrated Invoicing and Bitwerx pull invoices from Cornerstone and write payments back, including writeback status meanings.
What is a Care Membership?
Explains what a Care Membership is: an annual package of veterinary benefits split into 12 monthly payments, managed through Otto Flow and Pet Portal.
Understanding the Synergy Between Care Memberships and Pet Insurance
Explains how Care Memberships and pet insurance complement each other for routine, emergency, and pre-existing condition coverage.
Enrolling a Pet on a Care Plan
Walks through every way a pet parent can enroll in a Care Plan and how staff complete enrollment from a pet's Flow profile.
How to Cancel a Care Plan Membership
Step-by-step guide to cancelling a Care Plan membership through the Manage Membership tool, covering true-up amounts, discounts, and refunds.
Care Membership Accounting Basics
Guide to the journal entries clinics use for Care Membership enrollments, payments, benefit usage, and cancellations.
Conversation Statuses
How to create, edit, and auto-assign conversation statuses, and use them to archive and export conversations.
Understanding SMS Delivery in Otto
Explains MMS support, the automatic Pet Portal fallback when SMS delivery fails, and how to read SMS error messages in conversations.
Clinic Performance Report
Overview of the Clinic Performance Report: time and money saved, payments activity, and high-level clinic metrics for the last 30 days.
System Health Dashboard
Explains the System Health Dashboard: appointment, automation, SMS, form, terminal, and PIMS write-back health metrics.
Setting up and Accepting Payments
How to set up a Stripe account and accept payments in Flow via terminals, text-to-pay, and virtual payments.
💳 Payments Reporting in Flow
Full breakdown of the Payments report's Transactions, Disbursements, and Disputes tabs, including columns and how to issue refunds.
Handling Payment Disputes in Flow
Explains what payment disputes are, possible outcomes, and how to find and respond to one in Flow's Disputes tab.
Editing Forms
How to edit forms, the available question types, supported wildcards, and how form tags link to automations and the Website Widget.
Navigating Flow's Client Profile
Overview of the Client Profile: contact info, communication options, surveys, Pet Portal links, past conversations, and merging profiles.
Otto App and Pet Portal Overview
Tour of the Pet Portal: the home screen to-do list, pet info, conversations, and account notification settings.
Pet Portal FAQs
Answers common Pet Portal login and account questions for pet parents, including switching clinics and notification opt-outs.
Otto for Pet Parents
A pet parent's guide to the Pet Portal: logging in, and the Home, Pets, Conversations, and Account sections.