Product Team

Fill-In-The-Blank Wildcards (FITB Wildcards) are a new type of wildcard that allows a Clinic User to create a form which prompts for entries at the time of sending. There is also an update to the f...

Mass Text Alerts is a feature that allows a Clinic User to create and send a text to all Clients with upcoming appointments to give them an informational message. This feature is not intended for m...

Otto has multiple mechanisms to help ensure your clients can only see the right time slots for the right appointment types that work for your clinic. Start Time IncrementsVarious start times are av...

 “It keeps in things that [the doctors] wouldn’t have thought of documenting. Our SOAP notes are so much more detailed than they used to be.”— Kate Lynn, Sparta Road VCWhat is AI Scribe?Otto’s AI S...

As an ezyVet clinic, you can use Otto's Direct Booking capabilities by following these steps: Navigate to the Otto Flow Integration Admin Enable ezyCAB Availability Enable specific availability and...

AI Scribe can automatically sync back to supported practice management systems! While the location is different per PIMS, all AI Scribe exports will be saved as “Otto-{clientName} AI Recap - {expor...

Updating your ezyVet Integration Scopes 🎥 Watch: Updating your ezyVet Integration Scopes      Step-by-Step Instructions 1. Go to "Admin", found in the top menu. 2. Choose "Integration" from the dr...

Quickly get up to speed on any conversation — no scrolling required.   AI Conversation Summary automatically generates a quick summary of any client conversation in Flow, saving your team time and ...

Otto Direct Booking can be set up to match your clinic’s workflow and preferences. To do this, we will need to ensure we set up two things in your Cornerstone.   Cornerstone Settings 1. Staff Hou...

When you receive your payments terminal, you should already have an account set up with Stripe, our secure payments partner. If you have not set up your account yet, you can do so here before turni...