Product Team

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...

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...

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...

The Monthly Merchant Statement is a financial report based on transactions processed by Otto Flow, including sales, refunds, disputes and Care membership payments. It helps your clinic understand h...

What is Call Pop?Axion is your phone system provider. When integrated with Otto, incoming and certain outgoing calls trigger a small “call pop” panel in Otto that shows client and patient context, ...

For appointment types that have an intake or drop-off window that differs from the scheduled appointment time in your practice management system, you have the option to set an alternate display tim...

🎥 How to Create an Appointment 🎥 How to Record an Appointment 🎥 How to edit SOAP notes after an Appointment 🎥 How to Create a Personalized Template

Here is a recording of a webinar that goes through "hidden" tools included with Otto that drive appointments, including website widget and direct booking, lapsed client automations, email campaigns...

🎥 Watch How to Personalize Your Templates here!  How to create a personalized template on AI Scribe websiteClick into the AI Scribe option on an appointment  The recorder will open and a 'Select a ...

Table of contentsRecording Setup & Hardware What device should I be using? Do I need to speak a certain way for the recording? Do I need to buy special equipment? How to use AI Scribe How do I reco...