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Kareo Help Center

View Patient's Appointments

Through the Appointment tab of the patient's Demographics page, you can view the list of a patient's upcoming and past appointments. Appointment information includes the date and time, the provider, visit reason and the status of the appointment. Creating a new appointment or making changes to an existing one can be made through the Calendar functions.

Navigate to Patient Chart / Demographics

  1. Enter the first 2–3 letters of the patient's name in the top navigation search box. 
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet opens.
  3. Click Demographics on the left menu. The patient's Demographics page opens.
 

View Appointments on Patient Chart

  1. Click the Appointments tab. The patient's list of appointments opens. A maximum of 50 patient appointments are stored.
  2. Click Next at the bottom of the page to navigate to older appointments.