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Sync Calendar

Animated walkthrough of syncing a calendar in WithinEHR

Syncing your calendar lets WithinEHR and your external calendar work together so that personal and professional events stay aligned and double-bookings are avoided.

How Calendar Sync Works​

  • Connection: You securely connect WithinEHR to your external calendar provider using that provider's sign-in process — no password is shared directly with the EHR.
  • Sync Direction: Choose whether events flow one way (EHR to external calendar only) or two ways (external events also block time in the EHR).
  • Sync Window: A sync time range determines how far into the past and future events are kept in sync.

Before You Start​

  • Decide which external calendar to connect (Outlook, Google Calendar, or Apple Calendar).
  • Confirm your practice time zone and operational hours are already set.

Steps to Set Up Calendar Sync​

  1. Navigate to Settings, then open the Scheduling or Calendar section.
  2. Find the Calendar Sync integration area.
  3. Select your external calendar provider.
  4. Choose your Sync direction and Sync time range.
  5. Click Start Sync or Connect, then sign in to your external calendar and approve access.
  6. Verify that upcoming WithinEHR appointments appear on your external calendar.

Tips​

  • Periodically review your synced calendars to ensure events are updating correctly and no sensitive information is exposed in non-secure environments.
  • If you stop using an external calendar, return to Settings to disconnect that sync so your availability stays accurate.