Otto Flow can automatically send medical service reminders to your clients for the services that are due or past due. You configure and enable these reminders in Otto Flow.

1. In Otto Flow, select Settings, then select Service Reminders.
   Otto Flow shows the Service Reminders page.
2. Review the billing codes.
   The list shows the services that are synced from your ezyVet standard of care. To show all services, clear the Hide services without a reminder set in Ezyvet checkbox.
3. Edit the reminders.
   1. To edit more than one reminder, select the checkboxes, then select Edit.
   2. To edit one reminder, select the pencil icon that is adjacent to it.

   Otto Flow shows the Edit Service Reminder dialog box.

4. Set a schedule for the reminder.
   Tip: You can add more than one reminder for a service. For example, you can send reminders 30 days and 14 days before the service is due, and 7 days and 30 days after the service is due.
5. Set delivery options for the reminder.
6. Make sure that you understand the status of each reminder.

   Active

   Otto Flow sends the reminder currently sends.

   Scheduled

   Otto Flow sends the reminder on a specified date.

   Inactive

   Otto Flow sends the reminder does not send.

7. When the setup is complete, turn on the Enable Reminders toggle.
   Note: It can take 1–2 days for the system to start or stop to send reminders. When you turn off the toggle, Otto Flow stops future reminders, but the reminders that are already queued still send.