
Product Team
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Activity overview
Latest activity by Product Team-
Product Team created an article,
Upgrading to SyncVet
SyncVet™ is Vetsource’s secure internal data integration tool capable of powering Otto's most advanced features. Setup is easy, only requires a 15 minute call to fully integrate, and you can choose...
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Product Team created an article,
🐾 Otto Service Reminders
📬 Understanding Service Reminders in Otto Service reminders in Otto help your clinic stay connected with pet parents by sending timely, automated messages about upcoming wellness and vaccine care. ...
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Product Team created an article,
Phase 1 of Service Reminder Set Up: Updating your ezyVet Integration Scopes
Updating your ezyVet Integration Scopes 🎥 Watch: Updating your ezyVet Integration Scopes Step-by-Step Instructions 1. Go to "Admin", found in the top menu. 2. Choose "Integration" from the dr...
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Product Team created an article,
Phase 2 of Service Reminder Set Up: Setting up Service Reminders in Flow
This article will cover: Setting up Service Reminders for ezyVet in Flow (🎥 Video Available) Options to Customize your Service Reminders (🎥 Video Available) Service Reminder Reporting What your Cl...
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Product Team created an article,
FAQs: Vetspire and Flow
If I create an appointment in Flow, will it create in Vetspire as well? No, appointments created in Flow will not sync to Vetspire. If I delete an appointment in Flow, will it be deleted in Vetsp...
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Product Team created an article,
Vetspire and Flow
Finding Exported Conversations and Forms In Vetspire, conversations, forms, and AI summaries are exported as pdfs and added to the "Uploads" category in a patient's chart.
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Product Team created an article,
AI Conversation Summary
Quickly get up to speed on any conversation — no scrolling required. AI Conversation Summary automatically generates a quick summary of any client conversation in Flow, saving your team time and ...
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Product Team created an article,
Integrating Otto Flow with Vetspire
To get connected with your practice, please follow the steps below: Configure Integration in Vetspire 1. Log in to Vetspire and on the top menu bar, select "More" > "Admin". 2. Scroll down and Sel...
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Product Team created an article,
Integrating Otto Flow with Shepherd
To get connected with your practice, please follow the steps below: Configure Integration in Shepherd 1. Go into the Shepherd 'Admin' menu and navigate to the 'Integrations' section. 2. O...
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Product Team created an article,
FAQs: Shepherd and Flow
If I create an appointment in Flow, will it create in Shepherd as well? No, appointments created in Flow will not sync to Shepherd. If I delete an appointment in Flow, will it be deleted in Sheph...