How to Add a Doctor to Your List of Doctors
Learn how to add a prescribing doctor (OD) to your clinic’s Doctor list in Otto. This allows you to associate orders with specific doctors and reflect this data in reports.
Step-by-Step Instructions
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Click the gear icon (Settings) in the left-hand sidebar.
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Select Doctors from the Settings menu.
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Click New Doctor in the top right corner of the Doctors page.
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Enter the doctor’s full name in the required field.
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Have the doctor sign in the signature box provided.
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The signature will be stored and associated with this doctor’s profile.
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Click Save to add the doctor to your list.
Once saved, the doctor will appear in your Doctors list and can be associated with orders and prescriptiobs where applicable.
Important Notes
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Adding doctors is optional but recommended if you want to:
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Attribute orders to specific doctors.
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View doctor-level data in Sales Reports.
- Use Otto to send signed prescriptions to patients.
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Ensure the doctor’s name is entered correctly, as this will appear in reporting.
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The signature should be completed before saving to avoid needing to edit the profile later.
When to Contact Support
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If the Doctors page does not load.
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If you are unable to save a new doctor.
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If a doctor does not appear in reporting after being added.
Please submit a support ticket and include screenshots so our team can investigate further.