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 Otto Direct Booking.
Click ‘OK’ to save and you're all set!