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Kareo Help Center

New Group Appointment

Updated: 10/07/2021
Views: 406

The Group Appointments feature gives you the flexibility to add multiple patients to the same appointment. When you create a group appointment, you can enter a group name, set the maximum number of attendees, and create a group note.

Note: Group Appointments must be enabled in Calendar Settings to schedule group appointments.

Access 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.
Platform_Dashboard_NewAppt.png

Schedule New Appointment

  1. Details:
    • Select "Group".
    • Enter a Group Name. This name will appear on the appointment when it's displayed in the Calendar time slot and on the Dashboard at the time of the group appointment.
    • Adjust the appointment Duration if necessary.
    • Select a pre-set or custom recurring appointment option if necessary.
    • The default Appointment Mode is "In-Office". To schedule a telehealth group appointment, select "Telehealth" (Kareo Telehealth subscribers only).
    • If your practice has multiple locations, select a Service Location from the drop-down menu.
    • Add an optional note about the appointment. Appointment notes will carry over to the chief complaint in a patient’s note.
  2. Resources:
    • The selected provider is auto-populated from the time slot selected from the calendar or search for and select a provider.
      • The provider's availability displays under their name: Available, Conflicts with another appointment, or Outside office hours.
    • Search for and select a staff member if necessary. Multiple staff members may be selected.
      • The staff's availability displays under their name: Available, Conflicts with another appointment, or Outside office hours.
    • Search for and select a room/equipment if necessary. Multiple rooms and equipments may be selected.
      • The room and equipment availability displays under their name: Available or Conflicts with another appointment.
  3. Attendees:
    • The maximum number of attendees for a group appointment is 100 patients. If necessary, enter a different Max # of Attendees.
    • 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.
  4. Click Save Appointment when finished.
Platform_GroupAppt_Save.png
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