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Kareo Help Center

Assign a Patient to a Room

Once an exam room has been added through the Calendar Settings, it appears on the Agenda and can be assigned to a patient during the visit.

Assign a Patient to a Room

  1. Hover over the Platform icon in the upper left of the window and select Agenda. The Agenda opens.
  2. Click the In Office tab.
  3. Click on the appointment of the patient you would like to room. The appointment card opens.
  4. Click the Pick a Room drop-down menu and select the room to assign, or click More Options > Room and select a room from the list.

 

 

Once a room has been selected, the appointment card closes and the patient's appointment status shows Roomed with the room name.  


 

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