Skip to main content

 

Kareo Help Center

Add, Edit, or Delete Staff Time Off Event

Updated: 05/22/2020
Views: 765

In the Calendar, time off for providers and staff are added as events, and patient appointments can be efficiently scheduled around them.  When time off events change, you can easily edit or delete the event in the Calendar Settings.  

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 Staff Time Off Event 

  1. Click Time Off & Holidays. The Time Off & Holiday page opens.
  2. In the Staff Time Off section, click +New Time Off Event. The New Time Off Event pop-up window opens.
  3. Select the Staff name of the from the drop-down list.
  4. Enter a Reason for the time off event.
  5. Enter Start and End Dates/Times for the time off.
  6. Click Create Time Off Event. The new time off event will appear in the Staff Time Off list.
Platform_Calendar_StaffTimeOff_New.png

Edit Staff Time Off Event

  1. Click Time Off & Holidays. The Time Off & Holiday page opens.
  2. In the Staff Time Off section, click on the event name. The Edit Time Off Event pop-up window opens.
  3. Make desired changes to the selected Staff member, time off Reason, Start and End Date/Time.
  4. Click Save when finished.
Platform_Calendar_StaffTimeOff_Edit.png

Delete Staff Time Off Event

  1. Click Time Off & Holidays. The Time Off & Holiday settings page opens.
  2. In the Staff Time Off section, click on the event name. The Edit Time Off Event pop-up window opens.
  3. Click Delete. The Delete Time Off confirmation window opens.
  4. Click Remove to confirm.
Platform_Calendar_StaffTimeOff_Delete.png