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Kareo Help Center

Change Patient Appointment Status

The Kareo Dashboard provides an efficient process for managing and tracking patients throughout the office visit after scheduling a patient appointment.

 

Mark Patient as Arrived

When a patient arrives for an appointment, initiate the check-in process.

  1. Click the Scheduled tab on the Dashboard. Patient appointments for the day that are not checked in displays.
  2. Click the drop-down arrow > Arrived. The appointment moves to the In Office tab.
Dashboard_Status_Arrive.png

Mark Patient as Checked In

When a patient has been marked as Arrived and the front office check-in process is complete, change the appointment status to Checked In.

  1. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays.
  2. Click the drop-down arrow > Checked In. The appointment stays in the In Office tab.

Room a Patient

Patients can be assigned to an exam room that has been added through the Calendar Settings.

  1. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays.
  2. Click the drop-down arrow > Roomed > select a room. The appointment stays in the In Office tab and is shown in blue.

Check Out a Patient

  1. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays.
  2. Click the drop-down arrow > Checked Out. The appointment moves to the Finished tab.

Schedule a follow-up appointment for the patient.​

Dashboard_Status_CheckOut.png

Mark Patient as No Show, Rescheduled, or Cancelled

  1. Click the Scheduled tab on the Dashboard. Patient appointments for the day that are not checked in displays.
  2. Click the drop-down arrow, then select No Show, Rescheduled, or Cancelled. The appointment moves to the Finished tab and is shown in red.