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Settings (at /pharmacy-config) is where owners configure how your pharmacy appears and operates in OttoRx.

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Pharmacy Info

Enter your pharmacy’s legal name, address, phone, and support contact details. This information appears on generated Rx PDFs and in the prescriber portal.

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Branding

White-label the prescriber portal with your pharmacy’s identity:
  • Logo — upload your pharmacy logo for the portal header and sign-in page
  • Colors — set primary, accent, and background colors (OttoRx can suggest colors extracted from your logo)
  • Portal URL — your branded sign-in link (https://{slug}.ottorx.co/sign-in)
Share the portal URL with prescribers and include it in onboarding materials.

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Fulfilment Details

Configure how orders move through your workflow:
  • Standard turnaround — business days added to calculate estimated ready dates for standard orders
  • Rush turnaround — faster timeline for rush urgency
  • Expected turnaround (lead time) — set a default lead time on each formulary category, override it on individual formulas, and optionally set lead time per strength on ingredients. Edit category defaults from Formulary → Manage categories. Prescribers see the resolved lead time for their selected strength. Order estimated ready dates use the slowest turnaround among compounds in the cart.
  • Holiday closures — dates excluded from business-day calculations (US federal holidays are seeded by default)
  • Fax settings — outgoing fax number, pharmacy receiving fax line, and Telnyx connection
  • SFTP delivery — enable file delivery to your pharmacy management system, configure host, credentials path, and filename template
Use the Test SFTP button to verify connectivity before going live.
Fax and SFTP delivery run automatically on every portal submission when configured. There is no per-order opt-in — the portal record is always saved regardless of delivery outcome.

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PMS Connections

Connect OttoRx to your pharmacy management system where integrations are available. The PMS Connections tab shows connection status and configuration fields for supported vendors.

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Import formulary (PioneerRx)

When your PMS type is PioneerRx, use Import formulary to load or refresh formulas from a PioneerRx worksheet:
1

Download the report template

Click Download OttoRx Formulary Export (PioneerRx) to get the .rpx report template.
2

Export from PioneerRx

Import the template as a report in PioneerRx (it may already appear on your Templates share after nightly sync). Run OttoRx Formulary Export and save the result as .xlsx or .csv.
3

Upload and check

Upload the worksheet, then click Check file. OttoRx previews how many formulas are ready to import and shows sample rows.
4

Import

Click Import N formulas. Matching Live or Hidden formulas are updated. Archived formulas are left alone — that worksheet row is added as a new formula instead. Every imported formula is set to No base.
After import, review pricing, base/vehicle, and Scheduled substance on the Formulary page. Ingredient strengths come from the worksheet when present. Import updates the Formula name (PMS). A Display name you already set stays as you wrote it.

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Billing

Manage your OttoRx subscription and payment method. Owners can view plan details and update billing information.