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Kareo Help Center

Add, Edit, or Delete Visit Reasons

Updated: 10/26/2021
Views: 1580

Visit Reasons enable you to create templates for common types of appointments within the practice. Visit Reasons can be configured with a name, color coding, and appointment duration. When a new appointment is scheduled, simply select a visit reason and the configured template will apply.

Visit Reasons can also be modified. Changes made to the name or color of the visit reason will affect all past and upcoming appointments. Changes in duration will only affect appointments scheduled after the change is made. Visit reasons can be deleted when necessary. An updated visit reason will be required for upcoming appointments linked to the deleted visit reason.

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 New Visit Reason

  1. Click Visit Reasons. The Visit Reason page opens.
  2. Click + New Visit Reason. The New Visit Reason pop-up window opens.
  3. Enter the visit reason Name.
  4. Enter the Duration (in minutes) for the length of the visit.
  5. Click on the color bar to select a color code for the visit reason.
  6. Click Save when finished. The visit reason is now available to select when scheduling an appointment.
Platform_Calendar_VisitReason_Add.png

Edit Visit Reason

  1. Click Visit Reasons. The Visit Reason page opens.
  2. Click on the visit season. The Edit Visit Reason pop-up window opens.
  3. Enter changes to the visit reason Name, Duration, or color.
  4. Click Save when finished. The visit reason is updated for all associated scheduled appointments and displays when scheduling a new appointment.
Platform_Calendar_VisitReason_Edit.png

Delete Visit Reason

  1. Click Visit Reasons. The Visit Reason page opens.
  2. Click on the visit season. The Edit Visit Reason pop-up window opens.
  3. Click Remove. The Edit Visit Reason confirmation pop-up window opens.
  4. Click Remove to confirm. The visit reason is removed from the list.
  5. Edit existing scheduled appointments to remove the deleted visit reason and select a new visit reason for the appointment.
Platform_Calendar_VisitReason_Delete.png