Otto Care Memberships

Care Setup

• Steps for integrated Care Wizard functionality (Avimark, Cornerstone, Impromed)
• How to set up Flow Payments for Care

Care 101

• How the Paid In Full Process Works for Care Memberships
• How to Talk about Care Memberships (scheduling to checkout)
• Understanding the Synergy Between Care Memberships and Pet Insurance
• What is a Care Membership?

Enrolling a Pet on a Care Plan

• What Payment Methods can be used for a Care Membership?
• Enrolling a Pet on a Care Plan

Care Plan Management

• Writebacks for Benefit Consumption - CORNERSTONE
• Transferring Care Memberships (Workflow)
• Upgrades, Downgrades, Cancellations; Best Practices
• Transferring Care Memberships (Do's and Dont's)
• Consuming Care Benefits through Flow
• How to Update Billing Info in your Pet Portal

See all 10 articles

Accounting/Payments Processes

• How do I get paid for my monthly Care Payments?
• Cash-Based Accounting and the Care Financial Report
• Care Benefit End of Day Reconciliation Auditing
• How to handle default Care Payments (cancel plan + collections)
• Otto Care Memberships Pastdue Payment Outreach Process