> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ottorx.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get your pharmacy and first prescriber up and running on OttoRx ScriptPad.

This guide walks pharmacy owners and prescribers through the fastest path to a working ScriptPad setup.

## Prerequisites

Before you begin, make sure you have:

* An OttoRx ScriptPad 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

<Steps>
  <Step title="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](/getting-started/sign-in) for password reset and subdomain details.
  </Step>

  <Step title="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

    Your branded portal sign-in URL is shown on the **Branding** tab.
  </Step>

  <Step title="Build your formulary">
    Open **Formulary** and add the compounds prescribers can order. Organize items into libraries if you have multiple product lines.

    Prescribers only see items you publish to your catalog.
  </Step>

  <Step title="Invite your first prescriber">
    Go to **Prescribers** and invite a provider by email. They receive a link to create their account and access your branded portal.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Prescriber: submit your first prescription

<Steps>
  <Step title="Accept your invitation">
    Sign in at your pharmacy's portal URL (for example, `https://marcroms.ottorx.co/sign-in`). Complete account setup from the invitation link your pharmacy sent.
  </Step>

  <Step title="Open the prescription builder">
    Click **New Prescription** in the top navigation. The builder opens a three-pane workspace: compound categories on the left, your catalog in the center, and patient context plus your Rx cart on the right.
  </Step>

  <Step title="Select compounds and configure">
    Search or browse your pharmacy's formulary. Expand a compound to set strength, quantity, directions, and other options. Add items to your cart.
  </Step>

  <Step title="Choose a patient">
    Select an existing patient or add a new one in the patient context panel. Review allergies — ScriptPad flags potential conflicts with formulary ingredients.
  </Step>

  <Step title="Send the prescription">
    Choose standard or rush urgency, then click **Send Rx**. You receive a confirmation with the order reference number and estimated ready date.
  </Step>
</Steps>

<Tip>
  Need help? Contact your pharmacy directly for portal access issues, or email [support@ottorx.co](mailto:support@ottorx.co) for platform support.
</Tip>