Product Team

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...

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...

 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...

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...

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...

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