How to set up a Default Exporter in Impromed

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 Impromed.

When Flow sends data into Impromed — 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 Impromed. 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 Impromed

Step 1: Select the (i) → Setup → Employees → Employees:

Step 2: In the popup that opens, click on the Create radio button, and enter the information it requests to create the employee:

Step 3: Select the option ‘May appear in the default provider list’ in the Employee Options section. 

Step 4: Once all the required fields are filled out click ‘OK’.