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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.

 


 

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.
 

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 Insurance name to open the patient's Billing Profile and edit insurance information.
  1. Appointment Details: Make necessary edits to the appointment information.
  2. Click Save Appointment to update the appointment.
EHR edit appointment.png

Move an Appointment

  1. Hover over Menu and click on Calendar. The Calendar opens.
  2. Click and drag the appointment to the desired time slot. The Appointment Update window opens.
  3. Confirm the new appointment time and click Save.

 

EHR move appointment.png