What is a Default Exporter?
Your Default Exporter is the team member (typically a doctor or provider) that Otto uses when syncing information back into your Avimark.
When Flow sends data into Avimark — such as client conversations, completed forms, or AI Scribe SOAP notes — those entries need to be attributed to someone. The Default Exporter is the staff member those exports will be associated with.
How to choose a Default Exporter?
This selected staff member will be automatically assigned to all exports from Otto that are saved in your Avimark. A couple of options are to either:
- Create a new employee and name it something with ‘Otto’ in the name, to clearly differentiate Otto exports from others you may have.
- Choose an existing employee that you’re comfortable all exports from Otto are automatically assigned to
Step by Step guide for Avimark
Navigate to Work With > Users and Security > Enter Admin password > click the create icon and re-enter Admin password:
Enter the necessary fields for new employee. It’s recommended to select as doctor if your practice plans to use Getting Set up on Otto Direct Booking using Avimark.
Click ‘OK’ to save and you're all set!