Otto App and Pet Portal Overview

Sections of the Pet Portal

Home Screen

The home screen of the Pet Portal will display a link for clinic info, the client's pet(’s), website widget options (if turned on within Flow), active conversations, upcoming appointments, and any services due.

💡 The Service Reminder section will only display services that are upcoming, up to 6 months out. It will not display past due services.

Pets

Clicking on Pets will bring you to a section of the Pet Portal dedicated to information about listed pets.

Clicking on the pet’s name brings up the pet’s information.

A. The pet’s ID card will display the patients signalment and current vaccine information with the option to download this information as a PDF.

🛑This information is only available for clinics using Cornerstone (non-cloud based), AVImark, ImproMed, Ezyvet and Pulse

B. Clients can upload a photo of their pet to view within the Pet Portal by clicking on the camera icon.

🛑 Pictures do not load back into the PIMS

C. Clients can view upcoming appointments scheduled for their pet by clicking the Appointments button

🛑 To configure what appointments clients can see within the pet portal, navigate to Settings>Appointments

D. Clients can see any upcoming services due for their pet by clicking the Reminders button.

💡 This section will exclude services marked completed, and services with an upcoming due date that's further out than the next 6 months, but it will now show reminders that are currently overdue.

🛑 A clinic does not have to have services reminders enabled to use this function, however this function is only available for clinics using Cornerstone, AVImark, ImproMed, and Pulse

E. View the pet’s signalment here.

🛑This information is synced over from the clinic’s PIMS and can only be updated there.

Conversations

The Conversation tabs lists all active and historical conversations between the clinic and the pet parent. Starting a new request will start a new conversation with the clinic.

🛑 Clients will only ever have one active conversation at a time

Account

Clicking on the Account tab will show the clients first and last name and their contact information.

🛑 Clients cannot update this information in the Pet Portal, it will need to be updated by clinic staff within their PIMS and then the information will sync over nightly

In the browser based Pet Portal, Clients can manage their notifications within this tab if they want to opt in/out of email/text notifications. 

When a client opts out of SMS, their Flow profile will show an SMS opt-out indicator so clinic staff know not to attempt to text them. If the client later wants to opt back in, they can text the word Start to your clinic number; the indicator will clear automatically once the opt-in is processed.