Austin, TX — March 13, 2026 — Otto today announced a major expansion to its AI Scribe: a new client recap capability that allows veterinary teams to generate client-friendly appointment summaries and send them directly to clients without copying and pasting into another system.

AI Scribe has already helped clinics reduce documentation time by generating structured SOAP notes from appointment recordings. Now, with client recaps, Otto closes the loop between documentation and client communication.

For clinics using Otto Flow, the workflow is seamless:

• Record the appointment
  
• Review the AI-generated SOAP notes and client recap
  
• Click once to send via text or email inside Otto
  

No exporting.
No downloading PDFs.
No moving text into Gmail, PetDesk, or another platform.

The Missing Piece in Most AI Scribes

As veterinary AI adoption accelerates, many clinics are discovering that note generation is only part of the solution.

Most AI scribes still require teams to:

• Copy the recap
  
• Open a separate communication system
  
• Paste and format
  
• Send

That extra system hop creates friction, and friction costs time.

Otto’s Scribe client summaries eliminate that step by building the sending mechanism directly into the same platform clinics already use to communicate with clients.

The result isn’t just faster notes. It’s a unified workflow.

Built for Veterinary Teams, Not Just Documentation

Importantly, client recaps are not sent automatically.

Doctors and staff can review and edit the client summary before sending, maintaining full control over what is communicated.

Once sent through Otto Flow, the recap:

• Lives within the client conversation history
  
• Is fully timestamped
  

This ensures complete documentation without duplicate entry.

Better Client Experience Without More Work

Clients often leave appointments trying to remember medication instructions, diagnostic explanations, or next steps.

A clear, written recap reinforces care plans and builds trust. Because Otto delivers the summary through the clinic’s existing communication channel, without requiring an app download, clients receive information in a way that feels natural and accessible.

Clinics benefit from:

• Fewer clarification calls
  
• Improved compliance
  
• Stronger client confidence
  
• Less administrative follow-up

AI That Fits Into the Workflow You Already Have

Otto Scribe client recaps reflect a broader philosophy: AI should integrate into existing workflows and not create new ones.

With Otto Flow, AI Scribe connects to:

• Two-way texting
  
• Email communication
  
• Digital forms with writeback
  
• Payment requests
  
• Real-time PIMS integration
  

Rather than adding another disconnected tool, Otto embeds AI directly into the operational systems clinics rely on every day.

“The future isn’t just AI-generated notes,” said Steven Carter, Chief Product Officer at Otto. “It’s AI that fits into your workflow, reducing friction, not adding another step.”

Flexible for Every Clinic — More Powerful with Flow

Otto’s AI Scribe client recap capability is available to all clinics using Otto Scribe.

Clinics using Otto Scribe as a standalone solution can generate structured SOAP notes and client-friendly appointment recaps ready to copy, download, or share through their existing communication systems.

For clinics using Otto Flow, the experience goes further.

Because Flow includes built-in client communication and PIMS integration, Recaps can be:

• Sent directly to clients via text or email inside Otto
  
• Logged automatically in the client conversation
  
• SOAP notes Synced back into the patient’s PIMS record
  

No copy and paste.
No system switching.
No additional documentation steps.

Clinics can choose the level of integration that fits their workflow and upgrade to Flow at any time to unlock fully integrated sending and writeback.

About Otto

Otto is a veterinary-specific client communication and workflow platform that helps practices streamline operations, improve client engagement, and reduce administrative burden. Built exclusively for veterinary medicine, Otto integrates deeply with major PIMS systems to deliver real-time updates, automation, and seamless communication.

To learn more about Otto’s AI Scribe, visit https://otto.vet/otto-scribe/.