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Kareo Help Center

Schedule Custom Recurring Appointment

Schedule a recurring appointment for patients who require ongoing visits.

Note: appointment reminders will not be sent for recurring appointments.

Open the Calendar

Open the calendar to schedule an appointment.

  1. Select the desired date on the calendar.
  2. Click New Appointment. The Calendar page opens to the weekly view of the selected date.
  3. Select a Provider, Staff, or Resource from the drop-down.
  4. Double-click the desired time slot. The New Appointment page opens.
Dashboard_CreateNewAppt.png

Schedule Custom Recurring Appointment

  1. Enter appointment details and select resources.
  2. Select Custom from the drop-down. The Custom Recurrence pop-up window opens.

NewAppt_Custom.png

  1. Enter how often the appointment will repeat.
  2. Select how often the recurrence will repeat:
    • Day
    • Week: choose which day(s) of the week the occurrence will repeat
    • Month (coming soon)
    • Year (coming soon)
  3. Set when the recurrence will end:
    • Never
    • On a specific day
    • After a certain amount of occurrences
  4. Click Done to save the recurrence.
  5. Click Save Appointment when finished.
NewAppt_Custom_Day_Callouts.png

 

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