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Kareo Help Center

Edit or Delete Group Appointment

Updated: 09/14/2020
Views: 636

Once you've created a group appointment, you can edit the details, resources, and attendees. Group appointments can be easily deleted if the appointment was made in error or is no longer needed.

Access Appointment

  1. Click on the appointment to view the Appointment Card.
  2. Click More Options and select Edit Appointment or Delete Appointment. The Edit Appointment page or the Delete Appointment pop-up window opens.
Group_EditAppt.png

Edit Group Appointment

  1. Click the drop-down arrow to change the status of the appointment.
  2. Make desired changes to the Details.
  3. Make desired changes to the Resources.
    • To remove a resource, click X next to the resource.
    • To add new resources, search for and select the resource.
  4. Make desired changes to the Attendees.
    • To remove an attendee, click X next to the patient's name.
    • To add an attendee, search for a patient.
      • Existing Patient: Begin entering the patient's name and click on the patient's name when it appears.
      • New Patient: If the patient record is not found, select Click to create new patient record to add a patient record.
  5. Click Save Appointment when finished.
Group_EditAppt_Save.png

Delete Appointment

  • Click Delete to confirm.
Platform_GroupAppt_Delete.png
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