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How to Send a Patient Prescription in Otto

Otto allows you to securely send a patient's contact lens prescription directly from their patient file.

 Sending a Prescription

  1. Open the patient's file in Otto.
  2. Add the product to their Assigned Products if it isn't already listed.
  3. Enter any missing prescription values.
  4. Click the ... beside the associated product.
  5. Select Send Prescription.
  6. Choose the prescribing optometrist's signature from the pop-up window.
  7. Confirm to send the prescription.

The patient will receive a secure link and complete two-factor authentication before accessing their prescription.


Patient Experience

Patients can view their prescription digitally or print a copy.

  • Digital prescriptions include a direct link to your Otto webstore.
  • Printed prescriptions include a QR code that links to your webstore.

Tracking Prescription Views

You can see whether a patient has viewed their prescription directly from the Assigned Products section within their patient file.

Tip: Send a test prescription to yourself to see exactly what your patients receive and how the experience works from start to finish.

You will need to add your providers in to Otto in advance of sending a patient prescription. Check out this article to learn how.