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Kareo Help Center

Add, Edit, or Delete Equipment

Updated: 10/26/2021
Views: 725

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 equipments 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_CalendarSettings_Access.png

Add Equipment

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click +New Equipment. The New Equipment pop-up window opens.
  3. Enter the Name for the equipment.
  4. Click Save when finished. The equipment is now available to add when scheduling an appointment.
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 pop-up window opens.
  3. Enter changes to the equipment Name.
  4. Click Save when finished. The new equipment name updates for all scheduled appointments and displays when scheduling a new appointment.
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 pop-up window opens.
  3. Click Delete. The Edit Equipment confirmation pop-up window opens.
  4. Click Delete to confirm. The equipment is removed from the list.
  5. Edit existing scheduled appointments to remove the deleted equipment and if necessary, add a new equipment to the appointment.
Platform_Calendar_Equipment_Delete.png
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