How to set up a Default Exporter in Avimark

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!