How to Send an Order Link to a Patient

Step-by-Step Instructions

1. In Otto, click “Send Order Link” in the top navigation menu.

2. In the patient field, begin typing the patient’s name, email, or phone number.

3. Select the patient from the dropdown list if they already exist in your system.

   • If the patient does not appear, continue entering their full name and contact information to create a new patient record.

4. Click “Assign Product.”

   • Select the appropriate product(s) for the patient.

   • Add any known insurance coverage or special discounts if applicable.

   • Confirm quantities and prescription details.

5. Review the pricing and eligibility.

   • Active and relevant Rebates and Promotions will automatically be displayed to the patient during checkout.

   • You do not need to manually apply standard vendor rebates.

6. Edit the message as needed.

   • Select from a pre-written template, or customize the message.

   • If you subscribe to Otto Premium, you can create and use custom message templates.

7. Click “Send Now.”

   • The patient will receive a message (via their preferred contact method) with a secure link to complete their order and payment.

What Happens Next

• The patient clicks the link and reviews their personalized order.

• Payment is required for online orders.

• If the prescription is pre-validated and not expired, the order may process automatically.

• If review is required, the order will appear in your Orders Log with the status “Awaiting Processing.”

Important Notes

• Order Links are digital and intended for online ordering. They are different from printed Quotes.

• Patients can choose direct shipping or office pick-up (if enabled in your Settings).

• Payment is not charged until the order is approved and processed by the clinic.

• If a prescription is expired, the order will require manual approval before processing.

When to Contact Support

• If the patient reports that their Order Link is not working

• If pricing or rebate amounts appear incorrect

• If the order does not appear in your Orders Log after the patient completes checkout

If the issue persists, please submit a support ticket so our team can investigate further.