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Kareo Help Center

Schedule Recurring Appointment

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

Schedule a recurring appointment for patients who require ongoing weekly visits.

Open a New Appointment

From the Agenda

  1. Hover over the Platform icon in the upper left of the window and select Agenda. The Agenda opens.
  2. Click +Appointment. The Calendar opens.
  3. Click the desired time slot for the provider on the calendar. The New Appointment window opens.

 

 

From the Calendar

  1. Hover over the Platform icon in the upper left of the window and select Calendar. The Calendar opens.
  2. Click the desired time slot for the provider on the calendar. The New Appointment window opens.
 

Schedule Recurring Appointment

  1. Enter patient name.
  • Existing Patient: Begin entering the patient's name and click on it when it appears.
  • New Patient: To schedule an appointment for a new patient, click +Create New Patient to add a patient record.
  1. Enter appointment details. (Learn more in our Schedule Patient Appointment article.)
  2. Click +Add Recurrence. The Recurrence details open.
  3. Enter recurring appointment details.
  • Select one or more days of the week for the recurring appointment.
  • Set the limit of the recurrence:
  • None = No set limit
  • # of Visits = Set visits to a limited number
  • End Date = Set an end date for the recurring visits
  • Click Remove Recurrence to stop the recurring appointment.
  1. Click Make Appointment when finished.

 

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