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Outlook Integration

InSched can export schedule data to Microsoft Outlook calendars, allowing providers and staff to view their appointments on mobile devices and other Outlook-connected platforms.

Accessing Outlook Setup

Select Setup > Setup Outlook Link from the menu.

Configuration

Enable Export

Check Enable Export to activate Outlook synchronization.

Outlook Settings

SettingDescription
CategoryThe Outlook calendar category name for exported events
Sub FolderThe Outlook calendar subfolder to export into

Time Range

SettingDescription
Days in PastNumber of days before today to include
Days in FutureNumber of days after today to include

Export Schedule

Configure when automatic exports occur:

  • Scheduled Export Time — Time of day to run the export
  • Day checkboxes (Sunday through Saturday) — Which days to run the export
  • Scheduled Export Disabled — Check to suspend automatic exports

Export Options

OptionDescription
Leave Old EventsKeep previously exported events that are no longer in the schedule
Detailed InfoInclude detailed appointment information (patient name, plan info, etc.)

Resource Selection

Click Select Resources to choose which provider/resource schedules to export. The selected resources are displayed below the button.

Last Export

The Last Export timestamp shows when the most recent export occurred.

How It Works

  1. Configure the Outlook link settings
  2. Select the resources to export
  3. Set the schedule for automatic exports
  4. InSched exports matching appointments to the specified Outlook calendar at the scheduled time
  5. Appointments appear in Outlook with the configured category