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 Cornerstone.
When Flow sends data into Cornerstone — 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 Cornerstone. 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 Cornerstone
To add a staff member:
- On the Lists menu, select Staff
- Click New. The Staff Information dialog box appears.
- Type a Staff ID (ex- 235)
- Select the staff member's Classification - make sure to add them as a Provider.
- Type the staff member's Name and Address information, License Number and DEA Number, if applicable.
- In the Phones dialog box, right-click and choose New (or press Ctrl + N). The Staff Phone Setup appears.
- Type the Phone Information, including any Notes and choose OK. The Staff Information dialog box reappears.
- Click "OK" to save!
All done!