Titanium Calendar Syncing

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Titanium Calendar Sync Setup

 

Titanium has the ability to sync with a client's Outlook Calendar, this DOES NOT divulge patient information or violate HIPAA requirements. This is a paid service provided by Titanium. It will notify clients when appointments have been scheduled/canceled/moved without displaying any of their patient information. 

To install and access Titanium follow the instructions here: Article - Titanium Access and Install

 

Setting up a new User with Calendar Sync

1.To start the setup, log into Titanium using an Administrative account (ex. UCCStaff). 

2. Navigate to Settings > System Settings

The image displays a screenshot of a user interface for the Titanium Schedule application. At the top, there is a title bar indicating "Titanium Schedule - Group: Current Staff - August 28, 2025 Thursday." Below this, a horizontal menu features various options, including icons and text for "File," "Open," "Reports," "Navigate," and "View." The "View" dropdown has options for "Settings" and "Help," with sub-options for "System Settings" and "User Settings" displayed in a dropdown format. Multiple navigation arrows appear on the left side of the menu, and on the right, there is a dropdown labeled "Current Staff."

 

3. Select the tab for Users and Schedules,  then go to Users and Schedules.

The image displays a software interface labeled “System Settings.” At the top of the screen, various tabs are presented, including “Medication,” “Client Import,” “Calendar Sync,” and others, indicating a multi-functional system likely used for scheduling or administrative purposes. The main section of the interface features two prominently circled items labeled “Users and Schedules,” indicating a focus on managing user accounts and scheduling. Below this, there is a section titled “Login Announcement,” with a blank text box, suggesting space for a message that would be shown to users upon login. The interface includes options for activating supervision features and buttons labeled “OK,” “Cancel,” and “Apply” at the bottom.

 

4. Select the client name whose calendar needs to be synced with Titanium from the list that appears, then select the Details and Security tab at the top.

Screenshot of a user management interface showing a table of users with columns for attributes like "Has a Schedule," "Is a User," and "Active." The section "Details and Security" is highlighted in red.

 

5. Verify the client's FULL email address, including @uwyo.edu is in the box at the bottom of the window. 

Screenshot of the "Users and Schedules" application window on the Details and Security tab. User account information is displayed, including name, username, security level, and login settings. A red oval highlights the "Exchange Mailbox" field near the bottom of the user details section, showing the email address associated with the account.

 

6. Then select the Calendar Sync tab, This screen will show you the setup on Titanium for Calendar Sync.  There should be a product key and the dropdown should be on "Modern (Office 365 using EWS API)"

7. To add clients select Setup Users to Run Calendar Sync at the bottom of the window. 

Screenshot of a software interface under "System Settings" with options for Calendar Sync, showing fields for activation, synchronization settings, and a highlighted button for user setup.

 

8. Next, you'll see the list of clients.  Find the client that you're setting up and select Setup Sync.

Screenshot of the System Settings window on the Calendar Sync tab, displaying Schedule Synchronization Settings. A list of users, associated Exchange mailboxes, and Google Calendar authorization status is shown. A red rectangle highlights the "Setup Sync" column on the right side, indicating the button used to configure calendar synchronization for each user.

 

9. Check the box labelled Exchange and then select Add/Select

User interface showing synchronization settings for a User, with a marked checkbox for Exchange and an unmarked checkbox for Google.

 

10. Check the box next to the client's name and click OK.

A user interface window for synchronizing schedules, displaying a list of names with checkboxes for selection.

 

 

11. Click OK, then Save, then Apply and close Titanium. Have the client sign into their Titanium account. On the bottom right on the taskbar, click the arrow, select the Titanium logo and open Calendar Sync.

Titanium Calendar Sync application window showing empty sections for Schedule, Calendar, and Status with sync options and instructions at the bottom.

 

12. Select Synchronize at the top and then Start a Full Sync Now

Titanium Calendar Sync application window with "Start a Full Sync Now" option highlighted in red and explanatory text below.

 

13. This will start the calendar sync process. Launch Outlook and verify calendar is updating. You may see a pop-up or a browser redirect to a screen authorizing Titanium to have access to Outlook. You need to select Authorize or it will not work. If you do not have the option to Authorize Titanium, you will need to fill out the request for here: Service - Azure Application Approval. If you get the following error message, go back and check the email address in Step 5. 

Error notification window detailing an issue with the Exchange mailbox not being specified in system settings.

 

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