Windows Sync

In our continuing efforts to bring you the most useful and powerful tools in the industry, we have developed the Outlook Contacts Sync Module. Leveraging the "latest and greatest" technologies available, this new feature allows you to synchronize Contact/Calendar information from the Practice Information Powertool with Microsoft Outlook.

There are many benefits to synchronizing your PIP Contact/Calendar information with Outlook:

  • It provides a backup of your PIP information
  • You can use the powerful Email features in Outlook to communicate with your Contacts
  • You can synchronize your PIP Contacts/Calendar with your Smartphone (iPhone, BlackBerry, G1, etc.)
  • If you already use Outlook, you can instantly pull (download) all your Contact/Calendar information into the PIP
  • If you currently use the PIP, you can instantly push (upload) all your Contact/Calendar information into Outlook

 

Exchange Contact/Calendar Data with Outlook
In the Contacts Module, select the "Outlook" menu at the top of the screen. There are 4 ways to exchange Contact data between the Practice Information Powertool and Outlook:

  1. Sync SINGLE Contact with Outlook...
  2. Sync ALL Contacts with Outlook...
  3. Upload ALL Contacts to Outlook...
  4. Download ALL Contacts from Outlook...
 In the Calendar Module, select the "Outlook" menu at the top of the screen. There are 4 ways to exchange Calendar data between the Practice Information Powertool and Outlook, but only 3 are available from the "Outlook" menu:

  1. Sync ALL Contacts with Outlook...
  2. Upload ALL Contacts to Outlook...
  3. Download ALL Contacts from Outlook...
To synchronize a single calendar event, use the "synchronize" button located to the right of the specific Calendar Event in the Calendar Day View screen 


Outlook Contact Sync Menu
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Outlook Calendar Sync Single Calendar Event
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Synchronizing Data with Outlook

In order to synchronize Contact/Calendar data, the Practice Information Powertool compares each data field for modifications. If a data field in your PIP Contacts/Calendar is different than a data field in Outlook, you are presented with a screen that allows you to choose which Contact/Calendar record is the most up-to-date. Modified fields are highlighted in yellow so they can be easily identified.

Outlook Calendar Sync
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Outlook Contact Sync
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Uploading and Downloading Contact/Calendar Data

The Upload and Download features were designed to allow you to quickly update all of your Contact/Calendar data in one simple operation.

For new customers who already use Outlook to store their Contact data, the "Download ALL Contacts from Outlook..." feature will immediately populate your PIP Contacts Module with data, alleviating the need for manual entry of your Contact data. The same process is available for downloading Calendar Events from Outlook. Once the Calendar Events are in the PIP, you can assign the events to their respective case files.

For current PIP users, the synchronization modules provide a quick and convenient way to transfer PIP Contact/Calendar data to your Smartphone. Use the "Upload ALL ..." feature to send the specified group of Contacts/Calendar Events to Outlook, and then sync your Smartphone with Outlook. It's that easy!