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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 or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Demographics in the left menu. The Demographics page opens.
Patients_Demographics.png

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.
Patients_Demographics_ViewAppt.png