Calendar Sync

Calendar sync keeps your DPC Pro schedule visible in the calendar app you already use: Google Calendar or Microsoft Outlook.

Many clinicians manage personal and professional commitments across multiple calendars. DPC Pro’s calendar sync pushes your visit schedule to external calendar applications so you can see your DPC appointments alongside everything else.

This page covers how to set up calendar sync, which calendar applications are supported, what information is included in synced events, and how to disconnect. Calendar sync is configured per provider, so each clinician connects their own external calendar.

Supported Calendar Applications

DPC Pro supports sync with the following calendar applications:

Calendar App	Connection Method
Google Calendar	OAuth (sign in with your Google account)
Microsoft Outlook	OAuth (sign in with your Microsoft account)

Both integrations use secure OAuth authentication. DPC Pro never stores your calendar password. It uses tokens that you can revoke at any time.

Set Up Calendar Sync

Connect Google Calendar

1. Navigate to Schedule → Calendar Integrations.
2. Select Connect Google Calendar.
3. A Google sign-in window opens. Sign in with the Google account that owns the calendar you want to sync to.
4. Grant DPC Pro permission to manage events on your calendar.
5. After authorization, DPC Pro displays a list of calendars from your Google account.
6. Select the calendar you want DPC Pro visits to appear on.
7. Select Save.

The integration is now active. New and updated visits are pushed to your selected Google Calendar automatically.

Connect Microsoft Outlook

1. Navigate to Schedule → Calendar Integrations.
2. Select Connect Outlook Calendar.
3. A Microsoft sign-in window opens. Sign in with your Microsoft (Outlook/365) account.
4. Grant DPC Pro permission to manage events on your calendar.
5. After authorization, DPC Pro displays a list of calendars from your Outlook account.
6. Select the calendar you want DPC Pro visits to appear on.
7. Select Save.

One Per Provider

Each provider can connect one Google Calendar and one Outlook Calendar. If you want to change which calendar is synced, disconnect the existing integration and reconnect with a different calendar.

What Gets Synced

When calendar sync is active, DPC Pro creates events on your external calendar for scheduled visits. Each synced event includes:

Event Details

By default, synced calendar events include:

• Title: composed of the practice name, patient name, and visit type (for example, [Main Street Practice] - Jane Doe - Follow Up)
• Start and end time: matching the visit time in DPC Pro
• Description: includes the practice name, patient name, visit type, room/location, and a link back to the visit in DPC Pro
• Location: the name of the practice location or room

Privacy Controls

You can customize what information appears in synced calendar events using sync filters. For each integration, you can toggle:

Setting	Default	Description
Patient name	On	Include the patient’s name in the event title and description
Visit type	On	Include the visit type (Follow Up, Annual Physical, etc.)
Location	On	Include the practice location
Notes	Off	Include the visit reason in the description
Practice name	On	Include the practice name (useful for providers at multiple practices)

To adjust sync filters:

1. Navigate to Schedule → Calendar Integrations.
2. Select Filters next to the integration you want to configure.
3. Toggle settings on or off.
4. Select Save.

Patient Privacy

If your external calendar is visible to others (shared calendars, screen-sharing), consider turning off Patient name and Notes to protect patient information and maintain HIPAA compliance. Events will still show the visit time and type.

Practice and Provider Filters

If you work at multiple practices or want to sync only specific providers’ visits, you can filter which visits are synced:

• Practice filter: select specific practices to include (leave empty for all practices in your organization). You can review your practices in practice settings
• Provider filter: select specific providers to include (leave empty for all providers)

These filters allow you to sync only the visits relevant to your workflow.

Sync Direction

Calendar sync supports three modes:

• Push to external (default): DPC Pro sends visits to your external calendar. Changes in the external calendar are not reflected in DPC Pro.
• Pull from external: DPC Pro reads events from your external calendar to detect scheduling conflicts.
• Two-way sync: combines push and pull. Visits are sent to the external calendar, and external events are read to detect conflicts.

Most providers use the default push mode, which keeps the external calendar up to date without risk of external changes affecting your DPC Pro schedule.

Sync Frequency and Delays

When Sync Happens

Calendar sync is triggered automatically whenever a visit is:

• Created
• Updated (time change, status change, etc.)
• Cancelled (the event is removed from your external calendar)

Sync happens in the background within a few minutes of the change. There is no manual sync button. Changes are queued and processed automatically.

Retry on Failure

If a sync fails (for example, due to a temporary network issue), DPC Pro retries automatically:

• First retry after 1 minute
• Subsequent retries with increasing delays (up to 1 hour between attempts)
• Up to 5 retry attempts per event

A periodic background process also checks for visits that should have been synced but were missed, and queues them for retry. This process looks back 24 hours for any gaps.

Sync Status

You can check the status of your calendar integration:

1. Navigate to Schedule → Calendar Integrations.
2. Each integration shows:
   • Status: Active, Pending, Error, or Disconnected
   • Last synced: the date and time of the most recent successful sync

If the status shows Error, DPC Pro will continue retrying. If the error persists, try disconnecting and reconnecting the integration.

Disconnect Calendar Sync

To stop syncing visits to an external calendar:

1. Navigate to Schedule → Calendar Integrations.
2. Select Disconnect next to the integration you want to remove.
3. Confirm the disconnection.

When you disconnect:

• No new visits are synced to the external calendar.
• Events that were already synced remain on the external calendar. DPC Pro does not delete previously synced events.
• The OAuth tokens are revoked, and DPC Pro no longer has access to your external calendar.

You can reconnect at any time by going through the setup process again.

Pausing Sync

If you want to temporarily stop syncing without disconnecting:

1. Navigate to Schedule → Calendar Integrations.
2. Select Toggle Sync next to the integration.
3. Sync is paused. The connection remains active, but no new events are pushed.

Toggle sync again to resume. When sync resumes, DPC Pro does not backfill events that were created while sync was paused.

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Related Pages

• How Scheduling Works
• Set Up Provider Calendars
• Visit Types and Duration
• Schedule a Visit
• Patient Self-Scheduling
• Reschedule or Cancel Visits
• Daily and Weekly Schedule Views

Need Help?

If you run into issues with calendar sync, reach out to the DPC Pro support team at [email protected] or visit the calendar sync troubleshooting guide.