---
title: How to Place a Contact Lens Order in Otto
description: Learn how to place contact lens orders in Otto, including patient setup, prescriptions, quantities, rebates, refill reminders, and payment.
---
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# How to Place a Contact Lens Order in Otto
## Use the blue New Order button in the top-right corner of Otto whenever you're placing a contact lens order on a patient's behalf.
We recommend processing **all contact lens orders through Otto**, including in-office purchases, to keep your order history centralized and ensure patients benefit from digital rebates, automated refill reminders, and convenient reordering.
---
### Step 1: Start a New Order
From your Otto Dashboard, click the blue **New Order** button in the top-right corner.
---
### Step 2: Add or Select the Patient
- Search for an existing patient by name, phone number, or email.
- If the patient isn't in Otto yet, add them directly from the New Order screen.
- Enter at least a **phone number or email address** so Otto can communicate with the patient.
- If both are provided, select the patient's **preferred communication method**.
**Best Practice:** Ask patients whether they prefer text or email rather than assuming. This helps ensure they receive and interact with future messages.
---
### Step 3: Choose the Delivery Method
Select the appropriate shipping option:
- **Ship to Patient:** The order will be shipped directly to the patient's address.
- **Ship to Office / Pick Up:** The order will be delivered to your clinic for patient pickup.
Choose the option agreed upon with the patient.
---
### Step 4: Add the Contact Lens Product
1. Start typing the contact lens name in the product search field.
2. Select the appropriate product from your Otto Product Catalog.
3. Enter the patient's prescription parameters using the dropdown menus.
---
### Step 5: Select the Quantity
Choose the number of boxes the patient would like to purchase.
You can either:
- Enter the quantity manually.
- Use the blue **supply-level shortcuts** (such as 6 Months or 12 Months) to automatically populate the appropriate quantity.
---
### Step 6: Different Products per Eye (If Applicable)
If the patient wears different products in each eye:
1. Select **Different products for each eye**.
2. Choose the appropriate product for OD (right eye) and OS (left eye).
3. Enter the corresponding prescription information.
If the patient only wears a contact lens in one eye, deselect the unused eye.
---
### Step 7: Review Applicable Rebates
Otto automatically identifies applicable rebates based on the selected products and quantities.
- Review the available rebate offers.
- If applicable, select **New Wearer** or **Existing Wearer** based on the patient's eligibility.
- Otto can send the patient their rebate information digitally after the order is processed.
**Tip:** Patients are responsible for redeeming applicable manufacturer rebates, but Otto makes it easy by sending them the necessary information.
---
### Step 8: Review the Refill Reminder
Otto automatically calculates the patient's **Refill Reminder** based on the quantity purchased and their expected lens usage.
By default, Otto assumes daily disposable contact lens wearers use their lenses **7 days per week**.
If the patient wears daily disposables part-time:
1. Click the blue shortcut beside the Refill Reminder.
2. Select approximately how many days per week the patient wears their lenses.
3. Otto will adjust the reminder date accordingly.
**Best Practice:** For patients wearing daily disposables only a few days per week, adjusting their usage helps prevent refill reminders from arriving too early.
---
### Step 9: Enter the Prescription Expiration Date
The **Re-Orders Valid Until** field controls how long the patient's saved prescription can be used for future reorders.
- Enter the patient's prescription expiration date manually, or use the blue shortcut to select a date 1 or 2 years out, as appropriate.
- Otto can automatically process eligible reorders while the prescription remains valid.
- Approximately one month before expiration, Otto notifies the patient that their prescription is approaching its expiration date.
**Premium Feature:** Clinics can include their appointment booking link in prescription expiration communications to make it easier for patients to schedule their next exam.
**Important:** Always enter the correct prescription expiration date. Leaving this field blank allows the patient to continue requesting reorders without an effective expiration cutoff.
---
### Step 10: Select the Prescribing Doctor (Optional)
If your clinic has enabled this setting, select the prescribing doctor from the dropdown menu.
This associates the order with the doctor and supports sending the patient's prescription through Otto.
---
### Step 11: Add Additional Products (Optional)
If the patient is purchasing additional products:
1. Click **Add a Product**.
2. Select the additional product.
3. Enter the prescription information and quantity as needed.
---
### Step 12: Review Payment
For patients purchasing in-office, you can collect payment through your clinic's existing point-of-sale (POS) system.
**You do not need to process payment through Otto for in-office purchases.**
---
### Step 13: Process the Order
Once all information has been entered:
1. Review the patient details, products, prescription parameters, quantities, shipping method, and applicable rebates.
2. Confirm the Refill Reminder and Re-Orders Valid Until dates.
3. Click **Process Order** to finalize the order.
Otto will then handle the applicable supplier ordering and patient communication workflows.
---
### Quick Summary
- **Start:** Click the blue **New Order** button.
- **Patient:** Select or add the patient and confirm their preferred communication method.
- **Shipping:** Choose Ship to Patient or Ship to Office.
- **Products:** Select the contact lenses, enter prescription details, and choose quantities.
- **Rebates:** Review applicable rebates and wearer eligibility.
- **Refill Reminder:** Adjust usage for part-time daily disposable wearers.
- **Expiration:** Always enter the prescription expiration date under Re-Orders Valid Until.
- **Payment:** In-office purchases can be paid through your existing POS.
- **Finish:** Review the details and click **Process Order**.
**Best Practice:** Process every contact lens purchase through Otto—even when the patient buys in-office—so their purchase history, rebate information, and future refill reminders stay connected.
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