Prerequisites
Before you begin, make sure you have:- An OttoRx account (your pharmacy owner receives an invitation email with a sign-in link)
- A supported web browser (Chrome, Safari, Firefox, or Edge — latest two versions)
- For pharmacy setup: Owner access to your pharmacy tenant
Pharmacy owner: first-time setup
1
Sign in
Open your pharmacy sign-in URL — typically
https://{your-pharmacy-slug}.ottorx.co/sign-in — and sign in with the credentials from your invitation.See Sign in and access for password reset and subdomain details.2
Complete pharmacy settings
Go to Settings in the sidebar and review each tab:
- Pharmacy Info — name, address, and contact details
- Branding — upload your logo and set portal colors
- Fulfilment Details — turnaround times and holiday closures
- PMS Connections — optional integrations
- Billing — subscription and payment details
3
Build your formulary
Open Formulary and add the compounds prescribers can order. Set each item to Live when ready for the portal. Organize items into categories and libraries if you have multiple product lines.Prescribers only see Live items in your catalog.
4
Invite your first prescriber
Go to Prescribers and click Invite Prescriber. They receive a branded welcome link to create a password and access your portal. Use Manage → Resend invite if they need a new link.
5
Process your first order
When a prescriber submits a prescription, it appears in Orders with status Received. Open the order to review line items, patient details, and automatic fax or SFTP delivery status.
Prescriber: submit your first prescription
1
Accept your invitation
Open the setup link in your invitation email. On the branded welcome page, create a password (at least 10 characters with upper, lower, number, and symbol), then complete any credential verification and legal consents. After that, sign in anytime at your pharmacy’s portal URL (for example,
https://{slug}.ottorx.co/sign-in).2
Open the prescription builder
Click New Prescription in the navigation. The page keeps Select patient, Search Formula, and Order open together.
3
Choose a patient
Click Choose patient. Search by name, date of birth, or phone, or click Add new patient. Review allergies — Matches patient allergy appears on a line as soon as you add a conflicting medication.
4
Select compounds and configure
Use Last prescribed, Favorites, or search the formulary. Open a formula, set strength, quantity, days, and refills, then click Add to Order. Add custom instructions is where you write instructions for that line. It replaces the pharmacy’s Default Pharmacy Instructions. You do not set amount, method, site or route, or frequency.
5
Send the prescription
Click Review, then Send E-Prescription or Send Prescription Request. The confirmation names the patient, lists each formula with a favorite star, and shows Delivery. Click OK, or wait 5 seconds, to start a blank prescription.