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Kareo Help Center

Add, Edit, or Delete Rooms

Updated: 05/22/2020
Views: 521

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

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

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 Rooms

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click +New Room. The New Room pop-up window opens.
  3. Enter a Name.
  4. Click Save when finished.
Platform_Calendar_Room_Add.png

Edit Rooms

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click on the room name under Rooms. The Edit Room pop-up window opens.
  3. Enter changes to the room name.
  4. Click Save when finished.
Platform_Calendar_Room_Edit.png

Delete Rooms

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click on the room name under Rooms. The Edit Room pop-up window opens.
  3. Click Remove. The Edit Room confirmation window opens.
  4. Click Remove to confirm.
Platform_Calendar_Room_Delete.png
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