Linking outlook appointments to MLO tasks

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Ed Wallace

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Feb 20, 2017, 5:13:20 AM2/20/17
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I am a physical therapist. All of my appointments are scheduled in Outlook. For each appointment I need to write a visit note, and enter billing information. Is there a way to have Outlook synchronize with MLO such that a "complete billing" task, and a "complete documentation" task are automatically generated for each scheduled appointment?

Stéph

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Feb 22, 2017, 10:01:16 AM2/22/17
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Sorry, but there isn't a way of automating that in MLO, at the moment. I don't know if there's a service such as IFTTT which can do it for you.
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