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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 on a Single Order
  1. In the left-hand sidebar, click Orders.
  2. Open the order you want to process, or create a new one.
  3. In the order form, locate the Patient Notifications section.
  4. Check or uncheck Send order tracking link to opt this patient in or out for this specific order.
  5. Complete and submit the order as normal. If opted in, the patient will receive a tracking link alongside their order confirmation.
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.