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Kareo Help Center

Schedule Custom Recurring Appointment

Updated: 11/02/2021
Views: 1603

Schedule a custom recurring appointment for patients who require ongoing visits.

Review Schedule Recurring Appointment to use a pre-set reoccurrence schedule for the appointment.

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.
  1. Select an active provider, a staff member, or an equipment from the drop-down list.
  2. Double click in the appointment time slot. The New Appointment page opens with fields auto-populated from the previous appointment.

Schedule Custom Recurring Appointment

  1. Enter appointment details and select resources.
  2. Select Custom from the drop-down list. The Custom Recurrence pop-up window opens.
  1. Repeats every: Set how often the appointment repeats (e.g., every 4 days or every 2 weeks on Tuesdays). 
    • Amount: Enter how often the appointment occurs.
    • Schedule: Select if the appointment occurs by Day or Week.
      • If Week is selected, click to select which day(s) of the week the occurrence repeats.
  2. Ends: Set when the recurrence ends.
    • Never
    • On a specific day
    • After a certain amount of occurrences
  3. Click Done to save the recurrence.
  4. Click Save Appointment when finished.
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