Otto is an all-in-one client communication platform designed to help veterinary practices grow while protecting team balance. With automated communications, digital forms, AI-powered tools, and seamless Shepherd integration, Otto streamlines workflows so your team can focus more on patient care.

Automated appointment confirmations and reminders reduce no-shows by adapting to each client and appointment type. Messages are targeted so the right client gets the right reminder at the right time - without adding work for your team.

Streamline intake with forms customized by appointment type. Forms are sent automatically, completed online, and written back into Shepherd, saving time and reducing paperwork.

Manage unlimited 2-way texting, email, and more in one place. Whether it’s quick updates, follow-ups, or client education, all communication is centralized in Otto.

Recover missed visits with automated campaigns targeting overdue services or lapsed appointments. Otto identifies gaps and reaches out on your behalf.

Otto’s AI assists with:

Otto integrates with Shepherd using SyncVet, Vetsource’s secure data integration tool.

If you’re new to Otto, book a demo to see how it works with Shepherd and to start your setup.

Send an email to datasupport@vetsource.com with the following details:

Once confirmed, your Otto onboarding specialist will finalize setup so you can sync appointments, send confirmations, and start client communications.

The Otto team is ready to assist with setup and support:

You’ll connect with a veterinary-focused support team that understands your workflows and can help quickly.