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Kareo Help Center

Move an Appointment

Watch a demonstration of the features covered in this article in our Schedule Patient Appointment video.

Patient appointments can be easily moved in Kareo to help manage and organize the practice’s daily agenda.

Move an Appointment

A patient appointment can be moved by clicking and dragging the appointment to a new time slot or by opening the appointment and changing the date and/or time.

Click and Drag

  1. Hover over the Platform icon in the upper left of the window and select Calendar. The Calendar opens.
  2. Click and drag the appointment to the desired time slot. The Appointment Update window opens.
  3. Confirm the new appointment time and click Save.
 

Open Appointment and Edit Date/Time

  1. Hover over the Platform icon in the upper left of the window and select Calendar. The Calendar opens.
  2. Click on the appointment. The Edit Appointment window opens.
  3. Click on the Date and Time and make changes, as necessary.
  4. Click Save Appointment. The Edit Appointment window closes and the appointment is moved to the newly selected date and time.

 

 

 

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