View Appointments and To Do List Items in Outlook

After downloading appointments and to-do list items for a resource from NextGen® Enterprise PM, you can view the appointments in the Calendar folder and the to-do list items in the Tasks folder in Microsoft® Outlook. This integration provides a unified view of schedules and responsibilities, enhances operational efficiency, supports better time management, minimizes oversight, and promotes coordinated workflows across the practice.

1. Open Microsoft Outlook.
2. Do one of the following:
   • To view the appointments, open the Calendar folder and hover over an appointment to display a tooltip with the necessary information.
   • To view the to-do list items, open the Tasks folder.
   Appointments scheduled in NextGen® Enterprise PM appear on the calendar in Outlook, and To Do List items entered in theAppointment Book under the Daily view in NextGen® Enterprise PM appear as tasks in Outlook.
3. To view more detailed information, double-click to open the appointment or task.
   Note: For this functionality to work, the Outlook mail options must be selected in your General User Preferences.