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Kareo Help Center

Edit or Delete Patient Appointment

Patient appointments can be easily edited in Kareo to help manage and organize the practice’s daily agenda.

Navigate to Appointment

  1. From the Dashboard, click on the appointment to view the Appointment Card.
  2. Click More Options.
    • To make changes, click Edit Appointment. The Edit Appointment page opens.
      • Follow the steps below to edit the appointment.
    • To remove, click Delete Appointment. The Delete Appointment window opens.
      • Click Delete to confirm.
Dashboard_EditAppt.png

Edit Appointment

  1. Click the drop-down arrow to change the status of the appointment.
  2. Make desired changes to the Details.
    • To remove the patient, click X next to the patient's name.
    • To add a new patient, search for a patient.
      • Existing Patient: Begin entering the patient's name and click on the patient's name when it appears.
      • New Patient: If the patient record is not found, select Click to create new patient record to add a patient record.
    • Click the Patient Intake vertical ellipsis menu to Resend or Print Forms.
  3. Make desired changes to the Resources.
    • To remove a resource, click X next to the resource.
    • To add new resources, search for and select the resource.
  4. Make desired changes to the Billing Details.
    • If the patient has multiple insurance cases, click the drop-down to select a different insurance case.
    • Click the Eligibility vertical ellipsis menu to select the option to View Report or Check Eligibility.
  5. Click Save Appointment when finished.
EditAppt.png

 

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