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Kareo Help Center

Edit Visit Reasons

Visit Reasons can be modified within the Calendar Settings function. Changes to the name and color of the Visit Reason will affect all past and upcoming appointments. Changes in duration will only affect appointments scheduled after the change is made.

Navigate to Visit Reasons

  1. Hover over the Platform  icon and click Calendar. The Calendar opens.
  2. Click Calendar Settings. The Calendar Settings page opens.
  3. Click Visit Reasons on the left menu. The Visit Reasons window opens.

 

AccessCalendarSettings1.png

Edit a Visit Reason

  1. Click on the Visit Reason you want to change. The Edit Visit Reason window opens.
  2. Make your desired changes to the name, duration, and color, and click Save when finished.
  3. If desired, click Remove to delete the Visit Reason from the list.

  KMB edit delete visit reason combined.png