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Kareo Help Center

Add or Edit Staff Office Hours

Updated: 05/27/2020
Views: 1087

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 staff that automatically appear in the calendar.

As schedules and hours change for your  staff, you can easily update them under Calendar Settings so that they are accurately reflected in the Calendar.

Note: Staff cannot be deleted.

Access 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.

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Add Staff and Office Hours

  1. Click Office Hours. The Office Hours page opens.
  2. Click +New Staff. The Office Hours for staff page opens.
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  1. Enter the Staff Name.
  2. Set Time slots 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 with an hour break at noon. Once applied, select a service location for each day. 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. Remove Time Slots on days 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. Add multiple breaks the day as needed.
    4. Click the trash icon to remove a Time Slot or Break.
  3. Click Save & Finish when finished.
Platform_Calendar_StaffOfficeHours_AddHours.png

Edit Staff Office Hours

  1. Click Office Hours. The Office Hours page opens.
  2. Click Edit to the right of the staff's name. The Office Hours for staff page opens.
  3. Make necessary edits to the staff's Time Slot and Breaks.
  4. Click Save & Finish when finished.
Platform_Calendar_StaffOfficeHours_Edit.png