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Kareo Help Center

Change Calendar Views

Updated: 04/28/2020
Views: 1239

The Kareo Calendar provides a responsive navigation experience through its multiple calendar views. Each calendar view offers a set of filters and enables you to go from a bird's eye view of your practice's appointments down to more detailed patient appointment information using color codes and helpful icons.

Access the Calendar

  1. Hover over the Platform icon and click on Calendar. The Calendar opens.
  2. Click to view the calendar by Month, Week, or Day.
Calendar_SelectView.png

Calendar View by Month

The monthly view displays the number of appointments for each day. Filter the view by provider, staff, equipment, and location.

  1. Click to select or clear the calendar of a provider, staff member or equipment.
  2. Practices with multiple locations: Click to select or clear the calendar of a provider, staff member, or equipment for that location.
  3. Navigate to a different month.
  4. Click on a number to navigate to the day view.
    Note: The number of appointments shown includes no-shows and canceled or rescheduled appointments.
Calendar_MonthView.png

Calendar View by Week

The weekly view displays appointments for a specific provider, staff member, or equipment. Filter the view by location and days of the week.

  1. Select the provider, staff member, or equipment from the drop-down menu to view the calendar.
  2. Practices with multiple locations: Click to select or clear the calendar of a provider, staff member, or equipment for that location.
  3. Click to select or clear the days of the week.
  4. Navigate forward or backward by one week.
  5. Click on an appointment to view details, make changes, or perform appointment tasks.
Calendar_WeekView.png

Calendar View by Day

The daily view displays appointments for an entire day. Filter the view by provider, staff, equipment, and location.

The daily view shows time slots vertically when viewing less than five schedules. When viewing more than five, the calendar displays the time slots horizontally.

  1. Click to select or clear the calendar of a provider, staff member, or equipment.
  2. Practices with multiple locations: Click to select or clear the calendar of a provider, staff member, or equipment for that location.
  3. Navigate forward or backward by one day.
  4. Click on an appointment to view details, make changes, or perform appointment tasks.
Calendar_DayView.png