Skip to main content


Kareo Help Center

Schedule Follow-Up Appointment

Once a patient has been checked out, a follow-up visit is easily scheduled from the Dashboard.


Navigate to Appointment

  1. From the Finished tab on the Dashboard, click on the appointment to view the Appointment Card.
  2. Click More Options > Schedule Follow-up. The Calendar opens.
  3. If necessary, select a different provider.
  4. Click the date at the top of the window.  A pop-up monthly calendar opens. 
    1. Click on the desired date for the follow-up appointment.
  5. Double click in the desired appointment time slot for the follow-up appointment date. The New Appointment page opens.

Schedule Follow-up Appointment

  1. The patient information and appointment details are pre-populated based on the previous appointment. If necessary, make desired changes to Details, Resources, or Billing Details.
  2. Click to email the Patient Intake form to the patient (Engage subscribers only).
  3. Click Save Appointment when finished.