Otto Flow

Strong Teams,

Elevated Patient Care

When your team is healthy, they can deliver the best care to clients – two and four legged alike. Flow reduces workload with powerful automation, seamless PIMS integrations, and tools that help your clinic run smoother.

Otto Flow

Strong Teams, 
Elevated Patient Care

When your team is healthy, they can deliver the best care to clients – two and four legged alike. Flow reduces workload with powerful automation, seamless PIMS integrations, and tools that help your clinic run smoother.

“With all of the different features they bring,
the automations and the payments, our overall
efficiencies improved drastically.”

John Eaves, Process Improvement Specialist – Technology
at Vets Pets, Holly Springs clinic

Otto Flow provides smooth workflows and meaningful client communications

Otto Flow is an engagement platform that provides simple workflows to extend your team’s personal touch

Pre-appointment

Ensure your clients and staff are prepared for a visit.

“It definitely decreased call volume. I tracked our calls for a period, and after using Flow, we reduced incoming calls by about a third.”

Tessa Giannini

Manager at Muddy Creek

Service Reminders

Automatically send updates for when a pet is due for special services like dental cleanings for holistic wellness.

Appointment Reminders
Sent via text and email, reminders can be customized by appointment type to provide details like samples needed or fasting required.
Digital Forms

Customizable, included in appointment reminders, easily added to client conversations, and auto writebacks to most PIMS.

Customizable Direct Booking System
Choose which appointments clients can book without picking up the phone. Book on your website and client app, even after hours.
Pre-appointment Deposits
Protect your schedule by requiring deposits be paid when appointment are confirmed.
Website Widget
Take questions, refill prescriptions, and book appointments straight from your website.
Mass Texting and Email
Quickly and easily let your clients know if there’s a last minute closure, change of hours, or parking changes.
Integrated Phones
Better workflows to identify clients when they call, take actions right on the phone in Flow, and follow-up quickly.
Automated Tasks
Otto creates your to-do list with assigned tasks to your team for appointment requests, reschedules and cancellations, food and RX refill requests, grooming or boarding requests and more.
Email Campaigns
Stay in touch about promotions, new research, and other topics with email campaigns that allow segmentation by appointment type, species, age, and more!

During the Visit

Ensure your staff is on the same page and your clients get the best service possible.

“Otto has made our clinic more efficient. We can focus more of our time on face-to-face interactions with clients coming into the clinic instead of on the phone.”

Abigail Fulton

Receptionist and Vet Assistant at Rolling Hills

Automated Check-in

Clients let you know they have arrived and fill out any information.

Internal Team Chat
Send messages to your team to stay on the same page as you’re seeing clients.
Faster Check Out
Saved cards, digital payments, and terminals connected to your PIMS ensure clients can pay you quickly.
Telemedicine Appointments
Need to see someone – use Otto video appointment tools to set up and host a telemedicine appointment.
AI SOAP Notes

Record appointments and let Otto AI turn them into SOAP notes or a summary that writebacks to the PIMS nightly.

Post-appointment

Follow-up with clients easily and ensure it’s easy to contact your clinic for any information.

“They absolutely love it. They are very thankful for the convenience and technology, and many of them have asked us why we don’t charge them more for the service!”

Dr. M. Duffy Jones

Peachtree Hills Animal Hospital, Atlanta

Post Appointment Instructions
Send additional information after the appointment easily in Otto via text or email.
Text, Email, Phone and Video Communications

Follow-up with clients easily and/or have clients reachout out – all via text, app, website widget, or phone.

Client Surveys and Reviews

Otto can send surveys and requests to leave reviews for your clinic automatically following appointments.

RX Refill Requests
If clients need a refill before their next appointment, it’s quick and easy to request via text, website, or in-app.
Email Campaigns
Stay in touch about promotions, new research, and other topic with email campaigns that allow segmentation by appointment type, species, age, and more!
Fully Integrated Payments
Payments made with Otto writeback to your PIMS for quick and simple end of day reporting.
State of the art phone
Secure, reliable phone technology with call routing, vicemail, analytics and more.
Missed Call Message

Send a pre-populated text message when you can’t answer the phone to avoid phone tag follow-up.

AI Suggests
Have AI draft a message to a client for you based on the history and information in your conversation.
AI Memo
Record calls from Otto and have AI generate a transcript and summary to capture next steps and notes.

200 Less Hours

a month eliminating
routine tasks

50% Decrease

in no-shows

66% Faster

intake process

Video

Reduce redundant tasks
for your team and provide
5 star care

AI Capabilities Free with Flow

AI Soap Notes, Call Summaries, and Message Suggestions

Flow comes equipped with built-in AI to help your team spend less time buried in documentation and more time focused on patient care. Otto’s AI Suite captures client interactions, summarizes calls, and jumpstarts SOAP notes—so you’re not stuck transcribing every ‘Fluffy ate what?!’ moment. Think of it as your AI-powered assistant, handling the busywork so you can focus on pets and caring clients.

The best part? AI Recap SOAP notes write back nightly to your PIMS, it’s fully integrated with our all-in-one communication platform Flow, and it’s included for no extra cost because Otto believes in no hidden fees, no yearly commitments, and no surprises. Just powerful tools that provide efficiencies and revenue for your clinic.

5-Minute PIMS Integration

Stop Copying and Pasting – Syncs with your PIMS in minutes, not hours

Flow seamlessly integrates with leading PIMS, enhancing accuracy, productivity, and client relationships while streamlining operations.

Our 5-minute sync ensures even last-minute appointments receive timely, error-free reminders and keeps everyone on your team on the same page for excellent care.

Increase Appointment Volume

Book appointments even when your clinic is closed

Otto Direct Booking allows your clients to easily schedule appointments directly from your website, 24/7 – saving your team 17 hours per month. It integrates seamlessly with your PIMS, automatically capturing new revenue opportunities during and after hours.

In fact, clinics using Direct Booking report up to 44% of appointments made online occur after regular clinic hours, allowing them to capture revenue during off hours, reduce phone call volume, and provide a better client experience.

Re-engage lapsed clients

Bring 10% of previously inactive clients back to your clinic with an appointment

Reduce your team’s workload and keep your calendar full with Otto’s automated lapsed client campaigns. Otto will reach out to clients who haven’t scheduled an appointment in the past 12+ months and do not have an upcoming appointment. You can customize the outreach but our best practices provide quick, easy ways for clients to book an appointment or let you know they’ve moved to a different practice.

Your team can also email clients whenever you’re seeing appointments decrease using Otto’s filters including when was the last appointment, patient species, patient age, and appointment type to increase specific appointment types when needed.

“It’s been great for our clients to have an
additional, convenient way to
communicate with us.”

Tessa Giannini, Manager at Muddy Creek

Ebook

How Clinics Can Master Email Communications to Drive Loyalty and Profitability

Read the 9 areas veterinary clinics can master to take advantage of this powerful marketing channel.

Talk about love at first tap

Pet parents give Otto’s app a stellar 4.8 out of 5.

Super helpful!!!

“Since using the app, I’ve never missed an appt for my pet! I’m also able to easily talk to my vet if I need immediate answers on questions. Really easy to make appts too.”

Sophie W., Pet Owner