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Kareo Help Center

Navigate the Calendar

Updated: 08/14/2020
Views: 2084

Through the Kareo calendar, you can easily and efficiently manage patient appointments for the providers in your practice. Note that in order to view and schedule staff or equipment, they must be added first under Calendar Settings.

Access the Calendar

  • Hover over the Platform icon and click on Calendar. The Calendar opens.
Platform_Calendar.png

Navigate the Calendar

  1. Click to view the calendar by Month, Week, or Day. The daily calendar opens by default.
  2. Calendar Settings: Click to manage calendar time increments, visit reasons, rooms, office hours, and time off and holidays.
  3. Run Eligibility Check for All: Click to check insurance eligibility for all patients scheduled that day.
  4. Print: Click to print the Daily Schedule, Encounter Forms, or Patient Balances.
  5. Filters: Click to select or clear the checkboxes to filter calendar viewing options.
  6. Current Time: Click to quickly jump to the current day and time when viewing other days and times.
  7. Click to navigate between days, weeks, or months (depending on the selected calendar view).
  8. Click on an appointment to view details. 
  9. A shaded box indicates a custom break time created for a provider through Calendar Settings.
Navigate_Calendar.png

Appointment Icons

  1. Circle with slash icon in red box indicates the patient has canceled or is a no-show.
  2. Check mark icon indicates the patient has checked out.
  3. Clipboard icon indicates the patient is in the office (arrived, ready, roomed).
  4. Repeat icon indicates a recurring appointment.
  5. Red box with clock surrounded by circular arrow icon indicates appointment is rescheduled.
  6. No icon indicates the patient has not yet arrived.

Navigate_Calendar_ApptIcon.png

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