How to Sync Google Calendar with the ICANotes+ Calendar

How to Sync Google Calendar with the ICANotes+ Calendar

Overview 

In ICANotes+, you can sync your google calendar with ICANotes+ calendar. This process is bi-directional meaning that appointments from ICANotes+ are pushed to your personal calendar, and events from your Google Calendar are pulled into your ICANotes+ Calendar.

 

To maintain HIPAA compliance, ICANotes+ will not send a clientโ€™s first or last name to your Google Calendar. By default, events synced from ICANotes+ to Google Calendar will appear as "ICANotes Appointment" without any Protected Health Information (PHI).

 

If your practice has a business account with Google, has signed a Business Associate Agreement (BAA) with Google, and you are interested in pushing PHI to your Google Calendar from ICANotes+, please email ticket@icanotes.com with a copy of your BAA and permission to enable the PHI sync feature.

 

Click here to follow the instructions on signing a BAA with Google. 


Step 1: Access Calendar Sync Settings in ICANotes+

  1. Log in to ICANotes+.

  2. Click on your Profile icon in the top-right corner.

  3. Select Personal Preferences from the dropdown menu.

  4. Navigate to the Calendar Settings > Calendar Sync Settings > Google Calendar Sync to begin the integration process.


Step 2: Connect Google Account

  1. Click on the Sign in with Google button.

  2. Select the Google account you want to sync.

  3. Grant ICANotes+ the necessary permissions to access your Google Calendar.

  4. Click Continue to confirm access.





Step 3: Configure Sync Options

Configure the sync options displayed on the screen:

Push to Calendar: When enabled, this feature ensures that events from your ICANotes+ calendar are also shown on your Google Calendar. 

Note: New events created in ICANotes+ should appear on your Google Calendar within a few seconds.

Pull from Calendar: When enabled, this feature ensures that events from your Google Calendar are also displayed on your ICANotes+ calendar. You can select which Google Calendars to show on your ICANotes+ calendar.

Notes:

  1. All-day events from your Google Calendar are not imported into the ICANotes+ calendar. To ensure an event is pulled in, ensure it is not marked as "All Day."
  2. New events created in Google Calendar may take up to 1 hour to appear in ICANotes+.

Pull in Event Details: When enabled, events imported from your Google Calendar will include their details on your ICANotes+ calendar. If disabled, only a "Busy" status will be displayed on the ICANotes+ calendar with no additional information.


Step 4: Verify the Sync

  1. Open your Google Calendar and ICANotes+ Calendar.

  2. Create a test event in one calendar and check if it appears in the other.

  3. If the event does not sync, revisit the Calendar Sync Settings and ensure permissions are correctly granted.

Step 5: Manage and Troubleshoot Sync

  • To disable sync, return to Calendar Sync Settings and click Disconnect your Google Calendar.

  • If syncing issues occur:

    • Reauthorize Google access in settings.

    • Check for any Google account restrictions.

    • Refresh both calendars and try again.



FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

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Need Help?

For further assistance, contact:
๐Ÿ“ž Phone: 443-203-5857
๐Ÿ“ฑ Text: 866-301-0085
๐Ÿ“ง Emailticket@icanotes.com
๐Ÿ’ฌ Chathttps://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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