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Kareo Help Center

Schedule 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 Recurring Appointment

  1. Enter appointment details and select resources.
  2. Select a pre-set recurring appointment schedule from the drop-down. The day of the week and month is based on the Start date of the appointment.

NewAppt_Preset.png

  1. Set when the recurrence will end:
    • Never
    • On a specific day
    • After a certain amount of occurrences
  2. Click Save Appointment when finished.
NewAppt_Preset_Save.png

 

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