Ottomate is a combined EHR + patient relationship manager, built to help you deliver high-touch patient experiences at scale.


Available to: all practices launched through Otto, select practices launched independently

Automate your cash-pay practice

📣 Automated lead generation & nurture

Effortlessly attract, engage, and convert potential patients.

Lead magnets
Capture prospective patients’ attention with high-value, relevant content offered at the perfect moment.

Automated cold email campaigns
Increase your chances of turning prospects into loyal patients through messaging tailored to your target audience.

Automated nurture campaigns
Keep your practice top of mind with ongoing, automated touchpoints that nurture leads until they're ready to commit.

💊 Automated pharmacy workflows

Streamline your compounding pharmacy operations with workflows designed to ensure accuracy, efficiency, and patient satisfaction.

Automated refill reminders
Lead times, shipping delays, and busy schedules shouldn’t get in the way of medication access. Improve outcomes by ensuring your patients never miss a dose.

Automated invoicing
With provider and patient approval, Ottomate’s system can ensure every medication payment is timely and accurate to the patient’s dose.

Competitive medication pricing
Pass through meaningful cost savings to patients with discounts offered to Otto-affiliated practices.

Automated medication ordering [Coming Soon!]
Place orders to multiple compounding pharmacies without leaving Ottomate.

Supported pharmacies

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🗺️ Automated patient experience

Deliver a seamless, personalized experience at every step of the patient journey.

Automated intake
From forms to appointment booking, Ottomate facilitates thorough and tailored intakes, setting the stage for a personalized care experience.

Automated appointment scheduling
Ottomate’s scheduling tool syncs with your availability and auto-reminds patients about appointments, ensuring your visits happen as scheduled without the constant manual back-and-forth.

Out-of-the-box care plans
Provide high-quality care at scale with pre-designed templates that save you time while offering patients a thorough and thoughtful plan.

Ready to get started?

FEATURES

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🩺 Automated clinical workflows

Ottomate streamlines clinical processes to help you deliver exceptional, modern patient care.

AI transcription
Take care of documentation using highly accurate transcripts from patient calls.

Templated clinical notes
Maintain consistency and accuracy across all patient records with flexible, templated clinical notes that auto-populate with the patient’s information.

Patient journey visualizations
Never wonder who might need a follow-up appointment again. See exactly where a patient is in their journey with your practice.

💸 Automated patient billing

Eliminate the headaches of manual invoicing and payment collection with an automated, flexible billing system.

Standard pricing schemes
Whether you offer flat rates, tiered pricing, memberships, or custom packages, set your pricing once and let Ottomate handle the rest.

Automated payments
Automatically process payments to reduce friction and ensure your revenue flows without interruption.

Membership and a-la-carte pricing
Ottomate supports a wide range of billing models, making it easy to offer payment options that fit your patients’ needs.

📱 Automated communications

Effortlessly stay connected with your patients across multiple communication channels.

SMS and email automations
Keep your patients informed and on schedule with automated reminders, check-ins, updates, and more.

Dedicated phone line
Maintain professionalism and ensure all patient communications are centralized with a distinct phone number for your practice.

Call forwarding
Direct calls to your personal device so you have the flexibility to manage your practice from anywhere.

High-speed teleconferencing
Zoom and Google Meets seamlessly integrate into Ottomate so you and your patients can use the teleconferencing software you already know.

🤝 Access to Otto community and consulting

Join a community of like-minded professionals and unlock exclusive resources to help your practice grow and succeed.

Community Slack channel
Connect, collaborate, and share insights with other practitioners in our moderated community.

Discounted pricing on consulting services
Take your practice to the next level with expert guidance on and solutions for specific issues your practice may be facing.

Referral program participation
Unlock an additional revenue stream via Ottomate referrals.

Access to outreach scripts, templates, and contracts
Use Otto’s ever-growing library of professionally crafted practice content to effectively communicate with patients, manage your practice, and ensure compliance.

PRICING

We are launching Ottomate to a hand-picked cohort of clinicians that are eager to play a part in shaping modern approaches to practice technology and patient care.

Practices in this cohort will offer regular input and feedback on Ottomate’s features and roadmap. In exchange for this effort, we’re excited to offer a meaningful discount.

One-time EHR migration fee
$4,000 $0

Software fee
$650 $500 / month

One-time implementation fee
$1,200 $0

Annual community fees
$200 $0 for life

About us

We’re Danielle and Maxine, two technologists who are passionate about the future of patient care.

We have spent the last year helping clinicians build membership-based private practices. Through this process, we have seen the joys and challenges of launching, running, and growing a practice. We have developed Otto’s automated EHR-CRM platform to address the most common issues faced by independent, cash-pay clinicians.

We are honored to have the opportunity to help you achieve your practice and business goals! Schedule some time to meet us and learn more about what we have to offer.

Get in touch