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Kareo Help Center

Add, Edit, or Delete Equipment

Updated: 05/22/2020
Views: 351

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 Dashboard or Calendar.

In the Calendar Settings, you have the ability to incorporate equipment into your patient appointment workflow. You can also easily edit or delete exam rooms  as needed.

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.
Platform_Calendar_Settings.png

Add Equipment

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click +New Equipment
  3. Enter a Name.
  4. Click Save when finished.
Platform_Calendar_Equipment_Add.png

Edit Equipment

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click on the equipment name under Equipment. The Edit Equipment window opens.
  3. Enter changes to the equipment name.
  4. Click Save when finished.
Platform_Calendar_Equipment_Edit.png

Delete Equipment

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click on the equipment name under Equipment. The Edit Equipment window opens.
  3. Click Remove. The Edit Equipment confirmation window opens.
  4. Click Remove to confirm.
Platform_Calendar_Equipment_Delete.png
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