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How to Enable Patient Order Tracking in Otto

When processing an order in Otto, you can send patients a tracking link so they can follow their order status on their own. This article explains how to opt a patient in or out of tracking notifications on a per-order basis, and how to set your clinic's default preference.

 

Sending a Tracking Link at the time of Processing:

  1. Create the order as you normally would, clicking the green "Process Order" button at the bottom of the order page.
  2. On the order confirmation pop-up, select "Include Order Tracking Link" to send this to the patient with the order confirmation message.
  3. Once sent, the patient can access their order status through the secure Patient Portal.
  4. As soon as the supplier adds a tracking number, it will also be visible to the patient through the same link.

Setting Your Clinic's Default Preference

To avoid adjusting the setting on every order, you can configure a default that applies to all new orders.

  1. Click Settings in the top navigation.
  2. Go to Preferences > Patient Notifications.
  3. Toggle Send order tracking link by default on or off.
  4. Click Save.

This default can still be overridden on any individual order using the per-order toggle described above.

Important Notes
  • The tracking link is sent as part of the order confirmation message — patients do not receive a separate notification.
  • Tracking availability depends on the supplier. If a supplier does not provide tracking information, the link will not show live updates.
  • Changes to the default setting apply to new orders only and do not affect orders already submitted.

  • We do not recommend sending tracking links for ship-to-office orders. Batched orders share a tracking number but may ship separately, which can cause confusion.