---
title: How to Use the Otto Browser Extension with your EHR
description: Learn how to use the Otto browser extension to transfer patient and prescription details from your EHR into Otto without manual entry.
---
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# How to Use the Otto Browser Extension with your EHR
## Learn how to use the Otto browser extension to instantly transfer patient demographics and prescription details from your EHR into Otto without double entry.
- **Currently available for the following EHRs on Otto Premium:** **RevolutionEHR, EyeCloudPro, eVision Care**, and **Eyefinity.**
- **Functionality is the same across all EHRs.**
#### Step-by-Step Instructions
### Before You Begin
- Install the Chrome Otto Extension if you haven't already- [**ADD NOW**](https://chromewebstore.google.com/detail/otto-extension/dfififddlbhkkcnmkifkghmpcghcddfo)
- Make sure you are logged into Otto.
- If your clinic has multiple locations, confirm you are viewing Otto under the correct location (shown at the top of the screen).
---
### Step 1: Open the Patient Record in the EHR
1. Log in to the EHR.
2. Navigate to the patient’s profile.
3. Open the relevant contact lens prescription.
You should be viewing the full prescription details before proceeding.
---
### Step 2: Launch the Otto Browser Extension
1. In your browser toolbar, click the Otto browser extension icon.
2. The extension will automatically:
- Pull patient demographic information (name, address, contact details).
- Capture the product information.
- Transfer prescription parameters.
No manual copying or re-entry is required.
---
### Step 3: Create the Order in Otto
1. Inside the extension window, click **Create Order**.
2. Otto will:
- Create a new order.
- Copy all relevant patient and prescription details.
- Flag the patient if they already exist in your system.
You will then be redirected to the newly created order in Otto.
---
### Step 4: Review and Finalize the Order
Once the order opens in Otto:
1. Confirm patient details and shipping address.
2. Review the product and prescription.
3. Make any necessary adjustments, such as:
- Updating the quantity
- Adjusting the refill reminder date
- Setting or confirming the prescription expiry date
- Applying insurance or discounts if needed
---
### Step 5: Process the Order
After reviewing the details:
1. Click **Process Order** (if applicable).
2. The order will be submitted according to your clinic’s fulfillment settings.
No additional steps are required to send the order to the supplier once processed .
---
#### Important Notes
- Always confirm you are operating under the correct clinic location before creating the order.
- If the prescription is expired or requires validation, the order may be flagged for review before processing.
- Patient payment will not be charged until the order is approved and processed .
- You can still view the order on the supplier’s website using the supplier confirmation number found in Otto .
---
### Having Trouble Using the Extension?
#### First, confirm:
- You are logged into **Otto**.
- You are using **Google Chrome and your browser is up to date**.
- The **Otto Browser Extension** is [**installed**](https://chromewebstore.google.com/detail/otto-extension/dfififddlbhkkcnmkifkghmpcghcddfo)
- If your clinic has multiple locations, you are logged into the **correct Otto location**.
- The patient's Contact Lens Rx has been finalized/authorized in your EHR.
If everything looks correct and the issue continues, check out this article below for next steps. **[How to Troubleshoot the Otto Browser Extension](https://know.ottooptics.io/knowledge-base/how-to-troubleshoot-the-otto-browser-extension?hsLang=en)**
- [Settings & Configuration](https://know.ottooptics.io/knowledge-base/settings-configuration?hsLang=en)
- [Orders & Fulfillment](https://know.ottooptics.io/knowledge-base/orders-fulfillment?hsLang=en)
- [Payments & Payouts](https://know.ottooptics.io/knowledge-base/payments-payouts?hsLang=en)
- [Products, Catalog & Pricing](https://know.ottooptics.io/knowledge-base/products-catalog-pricing?hsLang=en)
- [Patients & Prescriptions](https://know.ottooptics.io/knowledge-base/patients-prescriptions?hsLang=en)
- [Rebates & Promotions](https://know.ottooptics.io/knowledge-base/rebates-promotions?hsLang=en)
- [General Troubleshooting](https://know.ottooptics.io/knowledge-base/general-troubleshooting?hsLang=en)
- [Account Setup & Integrations](https://know.ottooptics.io/knowledge-base/account-setup-integrations?hsLang=en#main-content)
- [Onboarding](https://know.ottooptics.io/knowledge-base/account-setup-integrations?hsLang=en#onboarding)
- [Reporting & Analytics](https://know.ottooptics.io/knowledge-base/reporting-analytics?hsLang=en)
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- [Patient Engagement](https://know.ottooptics.io/knowledge-base/patient-engagement?hsLang=en)
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