How to set up a Default Exporter in Ezyvet

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 Ezyvet.

When Flow sends data into Ezyvet — 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 Ezyvet. 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 Ezyvet

Click ‘Admin’ tab > select ‘Users’

Enter any relevant user details. You will also need to ensure the user is “Available to Book” under the ‘User Access’ section for any practice location using Otto Flow. 

Click Save and you're all set!