Melany Thompson

  Automation Settings Tab: Creating new or editing existing automations To begin, choose to update the settings of an existing automation or create a new automation by clicking on +Add New, and the...

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...

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

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...

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...

Chrome Notifications On a Chrome window, navigate to three little dots on right side. Settings > Privacy and Security > Site Settin...

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...