Product Team

  Finding Exported Conversations and Forms In Instinct, conversations and forms are exported as pdfs and both are added to the Patient Chart in the Non-Visit Documents area.  

Otto now integrates with Axion phones, enabling a direct connection between Axion’s capabilities and Flow! This article outlines the features available within Flow once the integration is in place,...

This article explains how to use Otto's AI Memo feature. This feature allows your clinic to review recorded voice calls with ease and gain insights through AI-generated summaries and detailed trans...

Direct Booking is Otto's online appointment booking feature, which will integrate with Cornerstone, Avimark or work with practices who do not utilize a PIMS. This article covers: Existing Client B...

Demo videos: What is the Task Manager & What kind of tasks are automatically created How does the Task Manager work Customizing your Task Manager This article will cover the following topics: Wh...

What is a Tiny URL? A Tiny URL is a short, easy-to-use link that your clinic sends through text or email to help you quickly access your pet portal. With just one click, you can view important upda...

Your EOD reconciliation process should not be any different using Surcharging.Integrated / Unintegrated PIMS Unintegrated PIMS - In Reporting, for PIMS that do not have payment writebacks you will...

What is a Custom List Upload?  Otto Email Campaigns allows you to send emails to customers by uploading a list of recipients. This allows you to target Pet Parents who have visited your clinic and ...

Looking to share relevant, interesting, and enriching content with your pet parents? You've come to the right place! Otto’s "Tips & Tails" offers a collection of tail-wagging content that you can s...

Understanding Surcharging Surcharging allows veterinary clinics to pass on the credit card processing fees to pet parents who choose to pay with a credit card. This feature is beneficial as it help...