Melany Thompson

The Payments report in Flow provides a view of all transactions processed through your clinic. This report helps you track invoices, fees, disbursements, and overall revenue. Below is a breakdown o...

Below is a list of the messaging used for each automation type sent through Otto.  💡Keep in mind the exact language for your automations will be set up by your Implementation Specialist during onbo...

Installing the Website WidgetOnce you've customized your welcome message and request options to suit your needs, follow the steps below to add the Website Widget to your website and begin receiving...

Activate Otto integrationOnce 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 A...

Previously all the numbers we used for texting and calling from a clinic were from a (405) area code number. Many clients reported being confused by this since it didn’t match up with the clin...

Chrome Notifications On a Chrome window, navigate to three little dots on right side. Settings > Privacy and Security > Site Settings > Notifications Add your Flow link under the Allow sec...

Clinic users can select and edit the forms displayed in the Website Widget that are linked to each request option. Any form linked to a request type that is enabled for clinics on the Sett...

We’ve added the ability for admin clinic users to save and verify a phone number that calls within Flow can be placed from. Note - This page and these capabilities are only available to admin us...

Notifications Updates We’re excited to launch a number of updates to Flow that will make notifications easier to configure and access. We’ve made updates that will allow you to configure which de...