Skip to main content

 

Kareo Help Center

Add Provider and Staff Office Hours

Kareo offers features that help you manage patient appointments more efficiently. In Calendar Settings, you have the ability to create individual appointment schedules for non-provider members of your staff who see patients. In addition, you can set individualized office hours and breaks for both providers and staff that automatically appear in the calendar.

Note: Appointment schedules for providers are automatically created when a User Account is established, however, Office Hours must be manually configured.

 

Navigate to Calendar Settings

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Calendar Settings. The Calendar Settings page opens.

Platform_Settings_UserSettings.png

Add Office Hours for Providers and Staff

  1. Click Office Hours. The Office Hours page opens.
  2. Available Office Hours:
    1. Provider Office Hours: Click Edit to the right of the provider's name. The Office Hours for provider page opens.
    2. Staff Office Hours: Click +New Staff to create a schedule and add Office Hours for a non-provider staff member. The Office Hours page opens.
      1. Enter the Staff Name.

 

Platform_Calendar_OfficeHours.png

  1. Enter information in the Office Hours window to set Office Hours and Breaks for each day of the week:
    1. Quick Pre-Sets:
      • Click M-F, 9am-5pm to quickly create pre-set office hours for each day of the week. Once applied, these hours can be customized as needed.
      • Click Blank Slate to clear all office hours and start over.
    2. Time Slots: Click +Time Slot and enter the hours and location to add an in-office time slot to the calendar. Multiple Time Slots can be created for each day. Do not add Time Slots on days that the staff member is not in the office.
    3. Breaks: Click +Break to add a break time slot. Enter in the length, description, and time when the Break starts. Multiple Breaks can be created for each day.
    4. Click the trash icon to remove a Time Slot or Break.
  2. Click Save & Finish when done.
Platform_Calendar_OfficeHours_Add.png