Activate Otto integration
Once you receive your Otto ID from your implementation specialist, you must complete the integration setup in Neo.
- Click your name. Then click Administration.
- In the System Admin section, click Integrations.
- In the Otto section, enter the Otto Clinic ID. Note: Practices will receive the clinic ID in an email from Otto. They can also contact Otto support for assistance in finding their ID. The Otto ID is a string of approximately 19 numbers and letters.
- Click Connect. Note: To disconnect the Otto integration, click Disconnect.
As part of your onboarding with Otto, you will learn how to:
- Receive guidance on how to best use the product for you needs
- Manage your entire appointment workflow in one place
- Simplify 3 primary parts of your daily communication workflow (appointments, examinations and payments)
- Export Otto client communication directly to a patient’s file in Neo