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How to set up a Default Exporter in Neo
What is a Default Exporter?Your Default Exporter is the team member (typically a doctor or provider) that Otto uses when syncing information back into your Neo.When Flow sends data into Neo — such ...
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How to set up a Default Exporter in Ezyvet
What is a Default Exporter?Your Default Exporter is the team member (typically a doctor or provider) that Otto uses when syncing information back into your Ezyvet.When Flow sends data into Ezyvet —...
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How to set up a Default Exporter in Cornerstone
What is a Default Exporter?Your Default Exporter is the team member (typically a doctor or provider) that Otto uses when syncing information back into your Cornerstone.When Flow sends data into Cor...
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How to set up a Default Exporter in Avimark
What is a Default Exporter?Your Default Exporter is the team member (typically a doctor or provider) that Otto uses when syncing information back into your Avimark.When Flow sends data into Avimark...
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How to set up a Default Exporter in Impromed
What is a Default Exporter?Your Default Exporter is the team member (typically a doctor or provider) that Otto uses when syncing information back into your Impromed.When Flow sends data into Improm...
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Global Email Campaigns for Corporate Groups
Global email campaigns can be set up for corporate group clinic admins as a way to send a campaign on behalf of multiple clinics at once! Table of Contents: How to get started Creating a new globa...
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FAQs: Intravet and Otto
When does data sync from Intravet to Otto?Data will sync between Intravet and Otto nightly. If I create an appointment in Otto, will it create in Intravet as well?No, clients and pets created in O...
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Creating Appointments in Otto
To manually create a pet's appointment directly in Otto, go to the "Appointments" page, which can be found in the left menu. Make sure to also expand the "Schedule" from the right menu. This will g...
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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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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...