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Kareo Help Center

Add Rooms and Equipment

In the Kareo Calendar Settings, you have the ability to incorporate exam rooms and equipment into your patient appointment workflow.

Navigate to Rooms and Equipment

  1. Hover over the Platform  icon and click Calendar. The Calendar opens.
  2. Click Calendar Settings. The Calendar Settings page opens.
  3. Click Rooms & Equipment on the left menu.

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Add Rooms

Once a room has been added, it can be assigned to a patient from the Dashboard during the patient visit.

  1. To add a new Room, click +New Room. Enter the room name in the pop-up window and click Save. ​
  2. To edit or delete an existing Room, click on the room name under Rooms. The Edit Room window opens.
    1. To edit: enter changes to the room name and click Save.
    2. To delete: click Remove in the bottom right of the window. Confirm by clicking Remove in the confirmation window.

 

 

About Rooms

You can create Rooms to track your patients. When a room is created, it will show up on the Agenda so you can easily assign a patient to it.

 

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Add Equipment

Equipment that is added appears in the Calendar and maintains it's own appointment schedule, similar to a provider. Note that equipment does not appear on the Calendar.

  1. To add new equipment, click +New Equipment. Enter the equipment name in the pop-up window and click Save. ​
  2. To edit or delete existing equipment, click on the room name under Equipment. The Edit Equipment window opens.
    1. To edit: enter changes to the equipment name and click Save.
    2. To delete: click Remove in the bottom right of the window. Confirm by clicking Remove in the confirmation window.

 

 

 

About Equipment

Equipment scheduling works just like providers and non-provider staff. Once equipment is added to your account, you can create and view appointments for it in the calendar.

Note that equipment appointments do not show on the Agenda and can only be viewed in the Calendar. 

 

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