While it is recommended that new events be created in Neos, appointments from your Microsoft Outlook Calendar, where you are the organizer, can be tagged to the appropriate Case/Intake using the Outlook Add-in, when Office 365 is connected in your Staff Profile. Attachments can be added to the Outlook appointment and accessed in Neos.
If your Office 365 account becomes disconnected from Neos and appointments are added to your Outlook Calendar, they cannot be tagged to a Case/Intake in Neos until your Office 365 Calendar is reconnected. When Office 365 is reconnected, those events that were created in Outlook will automatically be linked with Neos. If the event should be linked to a Case/Intake, this can be performed in the detail view of the appointment in Neos OR using the following steps from Outlook.
NOTE: You must have Modify permissions to Calendar > My Calendar to tag events to a Case/Intake in Neos.
To tag an event to a Neos Case/Intake:
Double-click the event in Outlook to open the Appointment window.
Select the Tag Event to Neos button on the Appointment ribbon.
Use the Neos Outlook Add-in to search for a Name, Email, Case/Intake #, or Phone # using the criteria dropdown. "Name" is the default search. Click the magnifying icon or hit the Enter key to refresh the results list.
Select the Case/Intake of the matched name and choose the appointment Type from the field. Types are defined in the Appointment Type Mini Directory. If a document has been attached, select Include Attachments to include the file in the Neos event.
NOTE: Your Office365 Account must be connected in your Staff Profile in order to tag Outlook appointments to a Neos Case/Intake, otherwise, you will receive the following error message.
NOTE: You must be the event organizer to tag the appointment to a Neos Case/Intake, otherwise, you will receive the following error message.
Click the Tag Event button. When tagged successfully, you will be notified as shown below. You may choose to tag this event to a different Case/Intake using the linked text.
In addition, a "Neos" tag will be present on the detail view of the Outlook appointment.
When an appointment is tagged to a Case/Intake in Neos, you will see the event on the Calendar and Case Calendar tabs.
