Using PracticeToGo > Viewing SoftDent Data in Microsoft Outlook

Viewing Appointments and Financials

In Microsoft Outlook, your SoftDent appointments and financial information transfer to the Microsoft Outlook Calendar.

TIP:TIP:To easily view appointments and financials in the Microsoft Outlook software, select to "view by category." In the Calendar, select View > Arrange By > Current View > By Category.

To view appointments and financials in Microsoft Outlook:

1. Open the Calendar.

2. If you have elected to "view by category," the information in the calendar is sectioned into categories. The SoftDent categories are called: SD Appointments and SD Finances.

3. The category is displayed in the list, if an entry or entries for that category have transferred during the data sync.  

2. To view the record list in a category, click the plus sign. The list of records that transferred during the data sync is displayed.

3. To view an individual record in a category, select the record entry, and double-click the entry to open it.