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Kareo Help Center

Change Calendar Views

​The Kareo calendar provides a responsive navigation experience through its multiple calendar views. Each calendar view offers a set of filters and enables you to go from a bird's eye view of your practice's appointments down to more detailed patient appointment information using color codes and helpful icons.

Access the Calendar

Hover over the Platform icon in the upper left of the window and select Calendar. The Calendar opens.

 

Calendar View by Month

  1. Click Month to view the calendar month.
  2. Check the box to view the calendar of a provider, staff member or equipment. Check the box again to hide it.
  3. Practices with multiple locations: Check the box to view the calendar of a provider, staff member or equipment for that location. Check the box again to hide it.
  4. Navigate to another month.
  5. Click on a number to navigate to the day view.
  6. Note: The number of appointments shown includes no-shows and canceled or rescheduled appointments.
EHR calendar monthly view.png

Calendar View by Week

  1. Click Week to view the current calendar week.
  2. Select the provider, staff member or equipment from the drop-down menu to view the calendar.
  3. Practices with multiple locations: Check the box to view the calendar of a provider, staff member or equipment for that location. Check the box again to hide it.
  4. Check the box next to the days of the week you want to view. Check the box again to hide it.
  5. Navigate forward or backward by one week.
  6. Click on an appointment to view details, make changes or perform appointment tasks.
EHR calendar weekly view.png

Calendar View by Day

  1. Click Day to view the schedule for the current day.
  2. Check the box to view the calendar of a provider, staff member or equipment. Check the box again to hide it.
  3. Practices with multiple locations: Check the box to view the calendar of a provider, staff member or equipment for that location. Check the box again to hide it.
  4. Navigate forward or backward by one day.
  5. Click on an appointment to view details, make changes or perform appointment tasks.
  6. Time slots are displayed horizontally when five or more schedules are selected.

Note: The daily view shows time slots vertically when viewing less than five schedules. When viewing more than five, the calendar will display the time slots horizontally.

EHR calendar daily view.png

 

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