Skip to main content

 

Kareo Help Center

Schedule Follow-Up Appointment

Watch a demonstration of the features covered in this article in our Schedule Follow-up Appointment video.

Once a patient has been checked out, a follow-up visit is easily scheduled from the Agenda or the Calendar.

Schedule a Follow-Up Appointment

From the Agenda

  1. Hover over the Platform icon in the upper left of the window and click on Agenda. The Agenda  opens.
  2. Click the Finished tab. 
 
  1. Click on the patient's name to open the appointment card.
  2. Click Schedule Follow-up. The Calendar opens.
    Note: A patient's status must be Checked Out for the Schedule Follow-up button to display.
  3. Select the patient's provider from the drop-down menu on the left of the window. The selected provider's calendar opens.
  4. Click the date at the top of the window.  A pop-up monthly calendar opens. 
  5. Click on the desired date for the follow-up appointment. The Kareo Calendar opens to the week of the selected date.
 
  1. Click in the desired appointment time slot on the follow-up appointment date. The New Appointment window opens with the patient information pre-populated.
  2. Complete the Appointment Details.
  3. Click Make Appointment. The follow-up appointment is added to the Calendar, the Calendar closes, and the patient appointment card on the Agenda reopens.
    Note: The Schedule Follow-Up button continues to display on the appointment card after a follow-up appointment has been made.
KMB schedule follow up from dash 3.png

From the Calendar

  1. Hover over the Platform icon in the upper left of the window and click on Calendar. The Calendar  opens.
  2. Find the patient appointment on the calendar and click on it to open. The Edit Appointment window opens.
  3. Click More Options at the bottom of the window and select Schedule Follow-Up from the pop-up menu. The provider's Calendar opens.
    Note: A patient's status must be Checked Out for the Schedule Follow-up option to display.
 
  1. Click the date at the top of the Calendar window.  A pop-up monthly calendar opens. 
  2. Click on the desired date for the follow-up appointment. The Kareo Calendar opens to the week of the selected date.
KMB schedule follow up from calendar 2.png
  1. Click in the desired appointment time slot on the follow-up appointment date. The New Appointment window opens with the patient information pre-populated.
  2. Complete the Appointment Details.
  3. Click Make Appointment. The follow-up appointment is added to the calendar.
    Note: The Schedule Follow-Up button continues to display after a follow-up appointment has been made.
KMB schedule follow up from calendar 3.png

 

  • Was this article helpful?