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Kareo Help Center

Schedule Custom Recurring Appointment

Updated: 04/30/2021
Views: 624

Schedule a recurring appointment for patients who require ongoing visits.

Access Calendar

  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.

Schedule Custom Recurring Appointment

  1. Enter appointment details and select resources.
  2. Select Custom from the drop-down. The Custom Recurrence pop-up window opens.
  3. Enter how often the appointment will repeat.
  4. Select how often the recurrence will repeat:
    • Day
    • Week: choose which day(s) of the week the occurrence will repeat
  5. Set when the recurrence will end:
    • Never
    • On a specific day
    • After a certain amount of occurrences
  6. Click Done to save the recurrence.
  7. Click Save Appointment when finished.
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