The Outlook Addin
Try it with a single Doctor first to make sure it works. Do the following steps:
- Get the Doctor to create a DCMcalendar in their mailbox
- Have them share it to all users running the Addin
- On a user running the Addin, accept the share
- Go to Configuration (Outlook). Tick 'Use Shared', untick 'Use Folders'
- Go to 'Setup Calendars' and find the Doctor you have the shared calendar for. Right click on it and select the shared calendar
- Save and close dialog
- Test
- Restart Outlook
- Test
If this calendar seems to be working, repeat steps (except the Outlook Config) for all Doctor calendars.
Name the calendars something obvious like DC - DrFirstName DrLastName
Name the calendars something obvious like DC - DrFirstName DrLastName
Steps:
- Get the doctor to create a DC calendar in their mailbox/Create a new calendar for doctor. Open Outlook application and navigate to calendar tab and right click on calendar; then click "New Calendar". Name the calendar as DC- {doctor's first and last initial}. Once it is created a new Calendar will be shown under "My Calendars" list
- Share it to all users who is running the Outlook addin. While selecting the newly created calendar click Share calendar from the toolbar. Enter the email address of the person(s) you want to Share the calendar with. Check the add, edit, delete option; and then click Send. Click "Yes" when prompt for permission.
- On a user running the addin accept the share. Click "Open this calendar". Doctor's calendar added on the user's calendar list under Shared calendar. Now Install the Outlook addin from the directcontrolserverfiles folder and then open Outlook and do the following.
- Go to Configuration(Outlook) - Tick Use Shared, Untick Use Folders.
- Go to Setup Calendars and find the doctor you have the shared calendar for. Right click on it and select the shared calendar. This setup is for staff who manage appointments.
- Save and close dialog.
- Test. Once done, all the shared calendar/s will be added on the list.
- Restart Outlook
- Test
If this calendar seems to be working repeat steps (except the Outlook Config) for all Doctor calendars
Optional Outlook Configuration
Set calendar as default startup tab for doctor (optional)
Setup holiday calendar for all (optional)
Set work hours (optional)
Setup common categories for all (Doctors and staffs)