Installing the DCM Outlook Addin application synchronises the Entities Calendars in DCM with calendars in Outlook. Don't forget that you also have access to the DCM Portals for browser access that does much more than just view appointments ... DCM Portals – Direct CONTROL Medical (DCM)
What is synchronised with the Outlook Addin?
- Schedules/Recurring Appointments
- Client Name
- DOB
- Preferred Phone
- Appointment Status
- Appointment Times
- Appointment Comments
Select to view instructions on:
Installation
How to install?
- The Outlook Addin need only be installed on one PC to be managed. However, no issues if wanting to install it on more than one PC. How?
- The Outlook Addin is a separate application to DCM
- It is installed by running \\DirectCONTROLServerFiles\DirectCONTROLAddin\setup.exe
- Updates of the Addin are automated on each Direct CONTROL Update by selecting Update Outlook in Utilities - Configure - Installation (Support)
- Many setup a user on their network called DCM and manage the Outlook Addin under this one user's outlook account. Doing this helps our Tech People 'troubleshoot' any possible issues without bothering staff
- Outlook, with this Addin installed, needs to be running. So ensure you have Outlook in your PC Startup folder
- The Outlook Addin does not synch with the user's default calendar, so you need add a new calendar for this
- In Outlook go to the Folder tab and select New Calendar
- Type in a Name (eg: DirectCONTROL)
- If running solo, then no need to share this new calendar. Just have the Addin installed and then set it up
- If in group practice, these calendars need to be shared with the user (eg: DirectCONTROL)
- There are two ways:
- share the users mailbox by going to your account settings and selecting More Settings - Advanced and adding their mailbox, or
- logged on as the user, right-click on the DirectCONTROL calendar and select Share and Share Calendar
- you may want the recipient to add, edit or delete, however, this will not update the DCM application
- There are two ways:
Setup
How to setup?
- When the Addin is installed, you now have access to the Setup as a Tab at the top of Outlook
- Select this to view the Addin Options
| Button | Action |
|---|---|
| Link Calendars | Select to map the DC Entity Calendar with an Outlook Calendar |
| Link Categories | Select to create Categories in Outlook that are the Appointment Types in DC |
| Manual Sync | Select to force synchronisation if you believe it is not working as it should |
| Clear Calendar | Click on the Calendar you want to remove appointments from and then select Clear Calendar. This does not remove appointments from DCM. Use this if you have mapped the wrong Entity to the wrong Outlook Calendar |
| Rebuild Calendar | Click on the Calendar you want to rebuild and then select Rebuild Calendar |
| Toggle Log |
Select to display details of the synchronisation. It will appear similar to: 11/03/2016 8:52:27 AM: Load Appointment Starting...
|
Troubleshooting
- At times, usually after a Windows Update, the Outlook Addin may be disabled by Windows
- On starting Outlook, you should be prompted at that time of any disabled Addins for you to enable