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Kareo Help Center

Schedule Follow-Up Appointment

Updated: 09/14/2020
Views: 1167

Once a patient has been checked out, a follow-up visit is easily scheduled from the Dashboard.

Access Appointment

  1. From the Finished tab, click on the appointment to view the Appointment Card.
  2. Click More Options and select Schedule Follow-up. The Calendar opens.

Schedule Follow-up Appointment

  1. Select the provider.
  2. Select the week or month to schedule the follow-up from the calendar.
  3. Double click in the desired appointment time slot for the follow-up appointment date. The New Appointment page opens.
  4. The patient information and appointment details are pre-populated based on the previous appointment. If necessary, make desired changes to Details, Resources, or Billing Details.
  5. Click Save Appointment when finished.
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