FAQs: Otto integration with Neo

For US customers only

This article covers frequently asked questions about the Otto integration setup and usage within Neo.

See Otto integration with Neo for more information about setup, plus viewing and updating consultations.

See Otto's website, https://otto.vet/ for additional information.

SETUP

⚑ How do I connect Neo to Otto?

The Neo team will create an API key and then send the key to the Otto team to establish the connection between Neo and Otto.

At this time, you will not see the Otto integration listed in Neo under Administration >Integrations. 

⚑ Who do I contact to get an Otto account?

Go to the Otto website at https://otto.vet/. Click the Get Started button then complete and submit the request form.

⚑ How will I know when my Otto integration is complete?

Your Otto contact will update you when your integration is complete.

⚑ Where can my clients get the Otto pet owner app?

Depending on the device (iPhone, Android, etc.), your clients can get the Otto pet owner app in The App Store or Google Play Store. 

USAGE

⚑ If the client and patient does not exist in Neo, do I have to create them in Neo before I can export the consultation from Otto?

Yes. The client and patient must be created in Neo before the Otto consultation can be exported to Neo.

⚑When the Otto consultation is exported to Neo, will the consultation note in Neo be editable?

Yes, the exported Otto consultation will be editable in Neo. However, to ensure the patient’s notes are complete and consistent in both applications, we recommend making any edits to an Otto consultation in Otto, then export to Neo again.

Note: Each time an Otto consultation is updated and exported to Neo, a new consultation will be created in the Neo patient Consults tab. You can delete draft consultations, if needed.

⚑ Does the fee from Otto export to Neo?

No, the Otto consultation fee does not transfer to Neo. We recommend using Otto to invoice the Otto consultation fee and take payment.

Even as your practice charges the client and has them pay for the teleconsult directly through Otto,  your practice may also opt to track Otto sales in Neo. We recommend your practice implements one of the options below:: 

	One-Time Setup	Invoice	Payment
Option #1 Track Otto consultation fee and payment in Otto only	None	None	None
Option #2 Track who got Otto consultation	Create a $0.00 product. For example, Teleconsult.	Enter $0.00 teleconsult fee to the consultation. Enter additional products to the consultation, as needed.	Enter payment, as needed, for any additional products on the consultation. Reminder: The Otto consultation fee is paid in Otto.
Option #3 Track Otto sales and payment in Neo	Create a product for the teleconsult fee with the price = Otto consultation fee. Create payment method = Otto payment. Note: This will allow your practice to easily exclude Otto payments from your Payment Summary when you balance the drawer at the end of each day.	Enter the teleconsult fee to the consultation. Enter additional products to the consultation, as needed.	Enter payment for teleconsult fee with your Otto payment method. Enter a second payment for any remaining balance with the applicable payment method, as needed.