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Recent activity by Product Team-
Integrating Otto Flow with ezyVet
To integrate with Otto we need to first create a new integration in ezyVet, then give it permission to access ezyVet data, then download and email the credentials to Otto. Log in to ezyVet and in t...
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Writeback Statuses in Payment Reports
When a payment is being written back, the corresponding state will now be shown in the Payments Report, under the ‘Writeback Status’ column. These statuses include: Success Pending Retrying Invali...
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Conversation Movement Updates (Otto Labs)
Admin users can enable this feature via Otto labs Settings page (https://flow.otto.vet/settings/otto-labs). This feature changes the set of actions that flag a Conversation as "updated" and m...
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Otto Labs
Otto Labs is a new section that allows Admin Users to turn on and off beta and experimental features. Otto Labs may contain features that are user-level or clinic-level and will be placed in the ...
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Setting Up Service Reminders
To get started with setting up service reminders, navigate to Settings and then Service Reminders. To find out if your practice management software supports service reminders through Flow, click ...
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Practice Manager Syncing Issues
Otto Flow relies on constant communication with your local clinic server in order to regularly sync changes from your server to ours. Examples of what Otto uses are below: - New appointments - Clie...
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Service Reminders Emails Editor
What does this feature do? The Service Reminder Email Editor allows you to customize the Service Reminder emails that are sent to Pet Parents based on upcoming service dates. You can access the Edi...
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Merge Pet Parent Profiles
Requirements There are a few requirements that need to be met in order to merge two Pet Profiles; currently these requirements include: With the exception of Clinics using AVImark, all other Clin...
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Customer Satisfaction Surveys (CSAT and NPS)
Otto Flow now offers two different formats for post-appointment surveys: NPS (Net Promoter Score) format and CSAT (Customer Satisfaction Score) format. Both formats allow Clinics to select which ap...
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Fill-In-The-Blank Wildcards for Forms
Fill-In-The-Blank Wildcards (FITB Wildcards) are a new type of wildcard that allows a Clinic User to create a form which prompts for entries at the time of sending. There is also an update to the f...