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.  

Payments ReportKey Metrics OverviewAt the top of the Payments report, three key financial metrics are displayed:Payment Amount Captured: The total amount collected from care plan payments.Fees Capt...

Understanding the Care Enrollments Report The Care Enrollments report provides an overview of active and expired care plan enrollments, financial metrics, and detailed customer and patient informat...

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, EzyVet, Impromed, or work with practices that do not utilize a PIMS.This article covers:...

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 updat...

Your EOD reconciliation process should not be any different when using Surcharging.When reconciling, use the EOD Total in your Payments Report — this is the total of payments made minus refunds, no...

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 ...