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Kareo Help Center

Edit Patient Appointment

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

Open the Appointment

From the Dashboard

  1. Hover over the Platform icon in the upper left of the window and click Agenda. The Agenda opens.
  2. Click on the patient's name to open the appointment card.
  3. Click More Options and select Edit Appointment from the drop-down menu. The Edit Appointment window opens.

Agenda_EditAppointment.png


 

From the Calendar

  1. Hover over the Platform icon in the top left and click Calendar. The Calendar opens.
  2. Click on the appointment that you wish to edit. The Edit Appointment window opens.
Calendar_EditAppt.png

Edit Appointment

  1. Patient information:
    • Click Edit on the right of the patient's name to edit the basic information and contact information in the patient record.
    • Click Edit next on the right of the Case name to open the patient's Billing Profile and edit insurance information.
  2. Appointment Details: Make necessary edits to the appointment information.
    Note: Only weekly appointment recurrences are editable in the Platform.
  3. Click Save Appointment to update the appointment.
Calendar_EditApptWindow.png