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Kareo Help Center

Change Calendar Views

The Kareo Calendar provides a responsive navigation experience through its multiple calendar views. Each calendar view offers a set of filters and enables you to go from a bird's eye view of your practice's appointments down to more detailed patient appointment information using color codes and helpful icons.

Access the Calendar

  1. Hover over the Platform icon  in the upper left and click Calendar. The Calendar opens.
  2. Click to view the calendar by Month, Week, or Day.
 

Calendar View by Month

The monthly view displays the number of appointments for each day. You can filter the view by provider, staff, equipment and location.

  1. Check the box to view the calendar of a provider, staff member or equipment. Check the box again to hide it.
  2. Practices with multiple locations: Check the box to view the calendar of a provider, staff member or equipment for that location. Check the box again to hide it.
  3. Navigate to another month.
  4. Click on a number to navigate to the day view.
    Note: The number of appointments shown includes no-shows and canceled or rescheduled appointments.
EHR calendar monthly view.png

Calendar View by Week

The weekly view displays appointments for a specific provider, staff member or equipment. You can filter the view by location and days of the week.

  1. Select the provider, staff member or equipment from the drop-down menu to view the calendar.
  2. Practices with multiple locations: Check the box to view the calendar of a provider, staff member or equipment for that location. Check the box again to hide it.
  3. Check the box next to the days of the week you want to view. Check the box again to hide it.
  4. Navigate forward or backward by one week.
  5. Click on an appointment to view details, make changes or perform appointment tasks.
EHR calendar weekly view.png

Calendar View by Day

The daily view displays appointments for an entire day. You can filter the view by provider, staff, equipment and location.

The daily view will show time slots vertically when viewing less than five schedules. When viewing more than five, the calendar will display the time slots horizontally.

  1. Check the box to view the calendar of a provider, staff member or equipment. Check the box again to hide it.
  2. Practices with multiple locations: Check the box to view the calendar of a provider, staff member or equipment for that location. Check the box again to hide it.
  3. Navigate forward or backward by one day.
  4. Click on an appointment to view details, make changes or perform appointment tasks.
  5. Time slots are displayed horizontally when five or more schedules are selected.
EHR calendar daily view.png