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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.
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
3. Select the tab for Users and Schedules, then go to Users and Schedules.
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.
5. Verify the client's FULL email address, including @uwyo.edu is in the box at the bottom of the window.
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.
8. Next, you'll see the list of clients. Find the client that you're setting up and select Setup Sync.
9. Check the box labelled Exchange and then select Add/Select
10. Check the box next to the client's name and click OK.
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.
12. Select Synchronize at the top and then Start a Full Sync Now
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 get the following error message, go back and check the email address in Step 5.
