How to set up a Default Exporter in Neo – Otto

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 Neo.

When Flow sends data into Neo — 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 Neo. 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 Neo

From the home page click the user name in the top right > select ‘Administration’

You will be able to add a new user under ‘User Management’. Select ‘+Add New User’

Fill out the necessary fields. It is important to ensure you select the ‘Provider’ checkbox so they are included in the Neo provider list.

Click ‘Save’ at the bottom once complete.

All done!