Add appointments and schedule items to the staff calendar
Add Outlook appointments, Outlook tasks, and other schedule items to the staff calendar in Practice CS.
- Go to .
- Right-click the timeline and do one of the following:
- To add an Outlook item, selectNew Outlook AppointmentorNew Outlook Task. In the window that opens, enter the scheduling information and selectSave & Close.noteYou can only add Outlook appointments and tasks to your own calendar in Practice CS. If you need to add one for another staff member, add it directly in Outlook instead. If they have permission to view other staff members' calendars, they'll be able to find it in their Practice CS staff calendar.
- To add a schedule item, selectAddfrom the context menu, then select the schedule item you want to add:Scheduled Phone Call,Scheduled Benefit,Meeting, orCPE Course. In the window that opens, enter the schedule item information and selectOK.
