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Marking Appointments and Tasks Private so they don’t Sync over to Orion

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When starting to use Orion’s Practice Management software, some users worry that their private appointments and tasks will be brought into Orion where they would be able to be seen by other users.  The solution to this is to mark those items as private in Outlook.  Anything marked as private will not sync over to Orion.  If you are just starting out you will need to go back 60 days and forward 365 days and mark anything private. To do this when making an appointment or task you just click the lock on the toolbar of Outlook.  It will darken when it has been clicked.

 

If you’re not in the detail view you can right click on the item and private will be an option to click.

 

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