Follow-Ups

Every patient, followed up.

Walk-outs, trial lens patients, abandoned carts: Otto follows up for you until they order, so the sale comes back to your clinic instead of an online retailer.

The leak

You earn the patient. Convenience wins the reorder.

Would your patients call, email or come in to reorder, when a retailer takes two clicks? Without a follow-up, the sale goes to whoever makes reordering easiest. Follow-Ups make that you.

Two ways to follow up

A quick nudge, or a Journey that keeps going.

Start from the top bar, a patient record, or an AI insight on your dashboard. Otto attaches the right products automatically.

One-Time Message

One personal message with the patient’s order link, sent now or scheduled. Send it to one patient, a few, or a ready-made group like Due for Reorder, Lapsed 12+ Months or Walk-Outs.

✓Products attached automatically
✓Add a discount, insurance or delivery option
✓Send by text or email, or copy the link
Journey

A sequence of messages, waits and checks that keeps going until the patient orders, then stops on its own.

✓Patients join automatically, or staff enrol them
✓Stops the moment they order
✓Default Journeys arrive ready to review and switch on
Journeys

The sale doesn’t end at the door.

One walk-out patient, without Otto and then with a Journey. Every Journey stops as soon as the patient orders.

A Journey for every patient who leaves without buying

Walk-out capture
Patients who left with an Rx but no lenses.
Trial conversion
Turn a trial pair into a full supply.
Abandoned carts
Bring back carts left on your store. Your dashboard flags them.
Refill capture
Catch the reorder before they run out.
Exam recall
Invite patients back before their Rx lapses.
Dry eye check-ins
Keep dry-eye patients stocked and on track.
Myopia management
Support families through the program.
Win-back
Re-engage patients who haven’t ordered in a year.
Seasonal
Timely nudges, like using benefits before they reset.
Refill reminders & the patient loop

Don’t wait for patients to come back. Bring them back.

A reminder lands before supply runs out, the reorder takes two taps, and a recall brings them back before the Rx lapses.
Smart Recall

Every recall is a chance to offer something better.

Smart Recall tailors the exam recall to the patient: a daily upgrade, a toric fit, myopia management or a rebate brand. Everyone else still gets your standard recall.
AI Voice

Your voice, written by AI.

Set your clinic’s tone once: how you greet patients, your sign-off, and the words to always or never use. Otto writes or rewrites every Follow-Up, Journey and Smart Recall message in that voice, and you review it before it sends.

✓One-click rewrite on any message
✓Ready-made Message Templates, or save your own
✓Optional fresh, tone-matched copy for every recall
Tone: warm and friendly Sign-off: the team at Your Clinic Eyecare Never say: “cheap”
Your lenses are ready to order. Click the link.
✦Rewritten in your voice
Hi Sam! Your next supply of Acuvue Oasys 1-Day is ready whenever you are, with your rebate already applied. Order in a couple of taps: yourclinic.com/o/4TQ1
— the team at Your Clinic Eyecare
You stay in control

Nothing sends until you switch it on.

Default Journeys arrive installed but switched off. Refill reminders keep working as they always have.

01
Review every message
See exactly what patients get before anything goes out.
02
Try it in log-only mode
See who a Journey would reach, without sending a thing.
03
Ease in with send caps
Limit sends in the first week while you get comfortable.
04
Nobody gets bombarded
Opt-outs and do-not-contact patients are always left out.
See what comes back

Proof you can see.

Activity shows who was sent a Follow-Up, who clicked and who ordered. Journey analytics show how many patients each Journey enrolled and how many reordered.

Patients who buy online are ~25% more likely to reorder within 15 months (64% vs 52%). Follow-Ups put that convenience in front of every patient.
Activity
Illustrative
PatientFollow-UpStatus
Sam MartinWalk-outOrdered
Priya ShahTrialClicked
Jordan LeeRefillSent
↗
Journey analytics
Enrolled, reordered and conversion for every Journey you run.

What’s on each plan

Every plan
✓One-time messages
✓Ready-made patient groups and templates
✓Automated refill reminders
✓Standard Rx expiry recall
✓Activity: sent, clicked and ordered
Otto Premium
✓Journeys and Journey analytics
✓Smart Recall
✓AI Voice and AI rewrite
✓Custom Message Templates
✓Auto-refill subscriptions

Questions, answered.

What’s the difference between a Follow-Up and an order link?+
An order link is the link itself: it opens the patient’s exact lenses, ready to order. A Follow-Up is the message that carries it, either a one-time message or a Journey of several.
Will patients get too many messages?+
No. Journeys stop as soon as the patient orders, opted-out and do-not-contact patients are always left out, and you can cap sends in the first week.
Do Journeys start sending right away?+
No. Default Journeys arrive installed but switched off. Nothing new sends to patients until you review a Journey and turn it on.
Do my refill reminders change?+
No. Refill reminders keep working as they do today.
Which plan do I need?+
One-time messages, refill reminders and standard recall are on every plan. Journeys, Smart Recall, AI Voice and custom templates are part of Otto Premium.
Can we write messages ourselves?+
Yes. Write from scratch or start from a template. On Premium, AI can draft or rewrite any message in your clinic’s voice, and you always review it before it sends.

Follow up on every maybe.

A quick message is often all it takes to turn a visit into an order. Book a demo and we’ll show you Follow-Ups with your own patients in mind.