Product Team
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Activity overview
Latest activity by Product Team-
Product Team created an article,
Managing a Care Plan Billing Date
It’s possible to change the billing date of a Care membership for upcoming billing cycles. To do this:Go to the Care tab and select the pet.Click Edit Billing Information then Edit Billing Date.Se...
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Product Team created an article,
Managing a Care Plan Benefit Consumption
You can edit or delete Care plan benefit usage.⚠️ Only the most recent benefit usage of an active membership can be edited.To edit the usage date:In the Activity Log, locate the Benefit Used card.C...
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Product Team created an article,
Direct Booking Availability
Otto has multiple mechanisms to help ensure your clients can only see the right time slots for the right appointment types that work for your clinic. Start Time IncrementsVarious start times are av...
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Product Team created an article,
Getting Set up on Otto Direct Booking using ezyVet
Update the IntegrationIf you haven't yet, update your integration to enable ezyCAB, enable all scopes, and send us your updated credentials.See https://help.otto.vet/hc/en-us/articles/4174524343143...
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Product Team created an article,
ezyVet Direct Booking Setup
As an ezyVet clinic, you can use Otto's Direct Booking capabilities by following these steps: Navigate to the Otto Flow Integration Admin Enable ezyCAB Availability Enable specific availability and...
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Product Team created an article,
AI Scribe Automatic Writebacks
AI Scribe can automatically sync back to supported practice management systems! While the location is different per PIMS, all AI Scribe exports will be saved as “Otto-{clientName} AI Recap - {expor...
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Product Team created an article,
Appointment Note Writeback
Certain automations append appointment notes within supported Practice Information Management Systems (PIMS). This means additional content is added to existing notes on the appointment (and does N...
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Product Team created an article,
Service Reminders redirect to Direct Booking
This guide explains the Service Reminders smart link to Direct booking feature.What this feature doesService Reminder messages includes a smart link that opens your online Direct booking in the Pet...
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Product Team created an article,
Holiday (Alternate) Hours 🎄
The ability to set Holiday or Alternate Hours in Flow is here! Table of Contents: Step-by-Step Guide & How it Works How Holiday (Alternate) Hours work with Out-Of-Office Settings "You have an upcom...
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Product Team created an article,
✨ AI Scribe ✨
“It keeps in things that [the doctors] wouldn’t have thought of documenting. Our SOAP notes are so much more detailed than they used to be.”— Kate Lynn, Sparta Road VCWhat is AI Scribe?Otto’s AI S...