AVImark and Otto

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 Flow.

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.

Screen_Shot_2023-05-15_at_10.32.19_AM.png

Screen_Shot_2023-05-15_at_11.12.50_AM.png

Utilizing Payments within Otto

Digital and integrated invoicing is available within Otto for AVImark. To find out more about digital invoicing, click here. To find out more about utilizing integrated payments, click here.

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.

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.