Kennedy Berry

To make the most of your Clients' Care Memberships and ensure a smooth experience at checkout, here are some essential best practices to follow before and during the process of consuming plan benef...

To ensure your clinic can process Otto or Care Membership payments seamlessly in Cornerstone, follow these essential setup steps. Cornerstone Help Hub Instructions Step 1: Create a Payment Type (...

Overview Otto Care Memberships has introduced a smart payment retry system designed to improve the collection of overdue invoices. With this enhancement, when a pet parent's default payment method...

OverviewWe’re excited to introduce a new update that allows clinics to view, manage, and respond to payment disputes directly within Flow. The new Disputes Tab in the Payments Report streamlines th...

We’ve made some updates to your Care Financial Report! You’ll now be able to see Past Due Active Members, and Cancelled Members in two separate reports: PAST DUE PAYMENTS REPORT: This report now ...

Benefit Usage Report Key Metrics Overview The Benefit Usage report provides insights into how enrolled clients utilize their care plan benefits. The key metrics include: Total Revenue: The total ...

Payments Report Key Metrics Overview At the top of the Payments report, three key financial metrics are displayed: Payment Amount Captured: The total amount collected from care plan payments. F...

Understanding the Care Enrollments Report The Care Enrollments report provides an overview of active and expired care plan enrollments, financial metrics, and detailed customer and patient informat...

CANCELLED ENROLLMENTS REPORT: A clear view of cancelled memberships + their true-up payment schedule details The report starts with showing you Clinic, Customer, Patient and Plan NameSECTIONS: PA...

  Otto sends clinic payouts daily, for funds collected via the Care Membership product (and Otto Pay product, if relevant) there is a 2-3 business day delay between when funds are collected and whe...