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Kareo Help Center

Schedule Recurring Appointment

Updated: 11/02/2021
Views: 1750

Schedule a recurring appointment for patients who require ongoing visits.

Review Schedule Custom Recurring Appointment to create a custom reoccurrence 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.
Platform_Dashboard_NewAppt.png
  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.
Platform_RecurringAppt_Select.png

Schedule Recurring Appointment

  1. Enter appointment details and select resources.
  2. Select a Weekly, Every other week, Monthly, or Annually recurring schedule from the drop-down list.
    Note: The day of the week and month is based on the Start date of the appointment.
Platform_RecurringAppt_Schedule.png
  1. Set when the recurrence ends:
    • Never
    • On a specific day
    • After a certain amount of occurrences
  2. Click Save Appointment when finished.
Platform_RecurringAppt_Save.png
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