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Best practices

  • Best practice: when a patient is in the office (lens quotes and order links)The most effective way to increase contact lens sales is to use Lens Quotes and Order Links together. Video
  • How to use abandoned cartsOtto's Abandoned Carts feature helps you recover potential sales by identifying patients who started an online order but didn't complete their purchase.
  • How to use lens quotes on an iPadTo use Lens Quote smoothly on an iPad, follow these steps:
  • How to use lens quotesThe goal is simple: show patients the true cost of purchasing through your clinic before they leave and begin comparing prices elsewhere. Video
  • How to use “Prescriptions due for refill” on the dashboardThe Prescriptions Due for Refill module, located in the top-left corner of the Dashboard, helps your clinic identify patients who have recently received a refill reminder but have not yet reordered. Walkthrough
  • How to get the most out of Otto: recommended best practicesGetting the most out of Otto isn't about using every feature—it's about building a few consistent habits into your clinic's workflow.
  • Understanding “Re-orders valid until” and refill remindersThese two important values are associated with patient orders and prescriptions.
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