Melany Thompson

Announcing message templates, quickly and easily send common messages to your clients.   Introducing Message Templates! We've had many requests for message templates and we are excited to launch t...

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...

Installing the Website Widget Once 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 receivin...

Mark all as read We have added a Mark all as read control to Flow! Click the ... icon then select Mark all as read to immediately mark all conversations as read and clear your unread messages count...

Activate Otto integration Once 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 Syst...

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...

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...

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...

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...