Otto integrates with your AVImark practice management software, so client and patient data stays in sync across both systems. Your team can take payments, send appointment confirmations, run automations, and surface forms and conversations in AVImark — without switching between tools.
What syncs between AVImark and Otto
Direction | What syncs | How often |
AVImark → Otto | New clients and patients | Within 5 minutes |
AVImark → Otto | Appointment creation, updates, confirmations | Within 5 minutes |
AVImark → Otto | Appointment cancellations and "No Show" status | ~5 minutes |
AVImark → Otto | Deceased / inactive patient status | Nightly |
AVImark → Otto | Vaccine and reminder data | Multiple times per hour |
Otto → AVImark | New appointments created in Otto | On creation |
Otto → AVImark | Appointment confirmations (via automation only) | ~5 minutes |
Otto → AVImark | Payments and refunds (with Bitwerx configured) | On transaction |
Otto → AVImark | Conversations marked for export | On manual or auto-export |
For full details on sync behavior — including edge cases for appointment deletion, rescheduling, and client/pet creation — see FAQs: AVImark and Otto.
Setting up the integration
If you're a new clinic getting set up on Otto with AVImark, your Implementation team will guide you through the full integration. The high-level setup order is:
- AVImark configuration — confirm your AVImark version is supported (see below) and complete any required AVImark-side setup.
- Default Exporter setup in AVImark — see How to set up a Default Exporter in Avimark.
- Bitwerx installation — required if you plan to use payments. See the Bitwerx setup section below.
- Payment configuration in Otto — see Configuring Payment Write Backs for AVImark.
- Integrated invoicing — see Integrated Invoicing with AVImark.
Finding Exported Conversations and Forms
In AVImark, Conversation exports will be visible under History File Attachments.
💡 Forms will appear as clickable links within conversations, and it is recommended to export forms separately.
Utilizing Payments within Otto
Digital and integrated invoicing is available within Otto for AVImark. To find out more about digital invoicing, click Setting up and Accepting Payments. To find out more about utilizing integrated payments, click Integrated Invoicing with AVImark.
Steps to set up payments:
- Connect Stripe. In Otto, go to Settings → Payments → Connect with Stripe and complete the Stripe connection.
- Request Bitwerx installation. After Stripe is connected, go to Payments → Settings → Setup Bitwerx Integration. This kicks off Bitwerx reaching out to install their integration on your AVImark machine.
- Wait for Bitwerx to complete installation before configuring payment types in Otto. If you try to configure payment types before Bitwerx is installed, the payment types won't pull in.
- Complete payment configuration in Otto once Bitwerx confirms the install is done.
For full payment writeback configuration, see Configuring Payment Write Backs for AVImark.
Things to know
- Always create clients and patients in AVImark, not in Otto. Otto → AVImark creation of new clients/pets is not supported.
- Don't use "Delete the Reservation" in AVImark to remove an appointment — that can unlink the appointment from Otto and only delete it on the AVImark side. Use Cancelled, No Show, or Rescheduled instead.
- Only the initial appointment creation writes back to AVImark. Subsequent changes to appointment type, room, provider, or notes do not sync.
- Marking a pet deceased or inactive in Otto does not sync to AVImark. This is a one-way sync from AVImark to Otto.
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Need help?
If you run into a sync issue, payment writeback failure, or other AVImark-specific problem, reach out to support@otto.vet with your clinic name and a description of what you're seeing.