Flow and your Practice Management System
AVImark
AVImark and Otto
Full guide to the AVImark and Otto integration: what syncs, setup order, payments, and key rules to avoid breaking the sync.
How to set up a Default Exporter in Avimark
How to set up a Default Exporter in Avimark so Otto's exports are attributed to the right staff member.
Integrated Invoicing with AVImark
How Integrated Invoicing and Bitwerx write payments back to AVImark's accounts receivable balance.
Configuring Payment Write Backs for AVImark
How to set up the payment type and user in AVImark that Otto payments will write back to.
FAQs: AVImark and Otto
Answers to common questions about how AVImark and Otto sync appointments, clients, conversations, and vaccine data.
Cornerstone
Cornerstone and Flow
How to reschedule, cancel, and confirm appointments in Cornerstone so they sync correctly with Flow.
How to set up a Default Exporter in Cornerstone
How to set up a Default Exporter in Cornerstone so Otto's exports are attributed to the right staff member.
Integrated Invoicing with Cornerstone
How Integrated Invoicing and Bitwerx pull invoices from Cornerstone and write payments back, including writeback status meanings.
Configuring Payment Write Backs for Cornerstone
How to set up the payment type and staff user in Cornerstone that Otto payments will write back to.
FAQs: Cornerstone and Otto
Answers to common questions about how Cornerstone and Otto sync appointments, clients, conversations, and forms.
ezyVet
ezyVet and Flow
How to cancel and reschedule appointments in ezyVet so they sync correctly with Flow, and where exports appear.
Integrating Otto Flow with ezyVet
Step-by-step guide to creating the ezyVet integration, granting scopes, and sending credentials to Otto.
How to set up a Default Exporter in Ezyvet
How to set up a Default Exporter in ezyVet so Otto's exports are attributed to the right staff member.
ezyVet Direct Booking Setup
Step-by-step setup for Otto Direct Booking on ezyVet: enabling ezyCAB, required scopes, and sending credentials.
Phase 1 of Service Reminder Set Up: Updating your ezyVet Integration Scopes
Phase 1 of ezyVet Service Reminders setup: enabling the integration scopes needed before configuring reminders in Flow.
Phase 2 of Service Reminder Set Up: Setting up Service Reminders in Flow
Phase 2 of ezyVet Service Reminders setup: configuring reminders in Flow, what clients see, and FAQs.
FAQ's: ezyVet and Otto
Answers to common questions about how ezyVet and Otto sync appointments, clients, and conversations.
Impromed
Impromed and Flow
Where exported conversations and forms land in Impromed, and how to set up appointment confirmation write-backs.
How to set up a Default Exporter in Impromed
How to set up a Default Exporter in Impromed so Otto's exports are attributed to the right staff member.
Integrated Invoicing with Impromed
How Integrated Invoicing and Bitwerx pull invoices from Impromed and enable itemized receipts.
FAQs: Impromed and Flow
Answers to common questions about how Impromed and Otto sync appointments, clients, conversations, and payments.
Instinct
Instinct and Flow
Where to find conversations and forms Otto exports as PDFs into an Instinct patient chart.
Integrating Otto Flow with Instinct
Step-by-step guide to requesting API access in Instinct and sending credentials to Otto to complete the integration.
FAQs: Instinct and Otto
Answers to common questions about how Instinct and Otto sync appointments and clients, and which Otto features aren't available for Instinct.
Neo
Neo and Flow
Where exported conversations and forms land in Neo, under a patient's Consults tab.
Integrating Otto Flow with Neo
How to activate the Otto integration in Neo using your Otto Clinic ID.
How to set up a Default Exporter in Neo
How to set up a Default Exporter in Neo so Otto's exports are attributed to the right staff member.
FAQs: Neo and Otto
Answers to common questions about how Neo and Otto sync appointments, clients, conversations, and forms.
Pulse (eVetPractice)
Pulse (eVetPractice) and Flow
Where exported conversations and forms land in Pulse (eVetPractice) patient records.
How to set up a Default Exporter in Pulse
How to set up a Default Exporter in Pulse so Otto's exports are attributed to the right staff member.
FAQs: Pulse and Otto
Answers to common questions about how Pulse (eVetPractice) and Otto sync appointments, clients, and conversations.
Shepherd
Shepherd and Flow
Where exported conversations, forms, and AI summaries land in a Shepherd patient's history.
Integrating Otto with Shepherd
Step-by-step guide to connecting Shepherd to Otto through the Vetsource Data Integration, powered by SyncVet.
FAQs: Shepherd and Otto
Answers to common questions about how Shepherd and Otto sync appointments, clients, and conversations.
Vetspire
Vetspire and Flow
Where exported conversations, forms, and AI summaries land in Vetspire.
Integrating Otto with Vetspire
Step-by-step guide to connecting Vetspire to Otto by generating an API key and sending it to Vetsource.
FAQs: Vetspire and Otto
Answers to common questions about how Vetspire and Otto sync appointments, clients, and conversations.
Syncing and Writebacks
Upgrading to SyncVet
How to upgrade to SyncVet for real-time PIMS syncing, and which practice management systems support it.
Practice Management Server Syncing Support
Troubleshooting steps for a practice management server syncing error in Flow, and when to escalate to Vetdata.
VetData Sync Outages
What to do when Flow shows a practice management server syncing issue: troubleshooting steps and when to contact Vetdata.
Appointment Note Writeback
Where Otto's automated appointment notes get appended in Avimark, Cornerstone, Impromed, Vetspire, Shepherd, and Neo.