Product Team

The Appointment view is a tool that allows you to view your scheduled appointments directly in Flow. This article will go over how to set up this view to ensure your appointments are organized in a...

First, find the conversation of the client in question by locating it in the conversation column on the left side of the screen, or by clicking the search icon 🔍 in the menu on the right side of th...

Clinic users can set up forms to write back into patient records automatically after they have been submitted by a client.   To get started, navigate to Forms in the left menu and click into an exi...

Clinic users can set up forms to write back to their PIMS otto-matically when they’re submitted by a client/pet parent. A few things to note: This feature is available for all Clinics with PIMS th...

Who can use Loyalty in Otto?Clinics that use Cornerstone, AVImark, or Impromed are able to use the Loyalty program and have points automatically added to client accounts overnight after invoices ar...

The Flow side panel allows for viewing of client and pet data. To begin using the side panel, click the arrow to open the side panel or click on the 🔍 icon to utilize the client/pet search function...

You can now mark patients as deceased or inactive directly in Otto to stop automated messages and service reminders from being sent to clients.  ⚠️Important: Changes made in Otto do NOT automatical...

To integrate with Otto we need to first create a new integration in ezyVet, then give it permission to access ezyVet data, then download and email the credentials to Otto. Log in to ezyVet and in t...

This feature changes the set of actions that flag a Conversation as "updated" and move it to the top of the list in the Conversations view. Admin users can enable this feature via Otto labs Setting...

Otto Labs is a section that allows Admin Users to turn on and off beta and experimental features. Otto Labs may contain features that are user-level or clinic-level and will be placed in the approp...