Set Up Repeating Appointments

Schedulers can set up appointments to repeat at customized weekly or monthly intervals.  Set up appointments to repeat weekly or after a specific number of weeks, or monthly by date or on a specific day and week.

To set up a recurring appointment, start by opening a new or existing appointment on the calendar. For more information on how to create a new appointment or edit an existing appointment, see Add, Edit and Delete Appointments

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Set Up Weekly Repeating Appointments

Set up a weekly repeating appointment if an appointment should repeat on the same day(s) each week, or on the same day of the week at a specific weekly interval (for example, if the patient's appointment should be every two weeks on Mondays). You can select any number of weeks for the weekly interval. You can also indicate if the repeating appointment will end on a certain date or after a specific number of visits. 

1. Select Repeat as a Series in the Repeat field.
2. Select Week(s) from the Repeat Every drop-down.
3. Enter a number of weeks in the Repeat Every field. This indicates the weekly interval at which the appointment will repeat (For example, enter 1 if the appointment will repeat every week, enter 2 if the appointment will repeat every two weeks, etc.)
   
4. Select the checkbox(s) for the Day(s) on which the appointment will occur.
   
5. Indicate that the repeating appointment Ends After a certain number or visits or a specific date:
   • To end the repeating appointments after a certain number of visits: Select Visits in the Ends After drop-down, then enter the number of visits in the Ends After field.
   • To end the repeating appointments on a certain date: Select Date in the Ends After drop-down, then enter a date (or click the calendar icon to select a date) in the Ends On field.

     Ends After Number of Visits:	Ends After a Date:

Set up Monthly Repeating Appointments

Set up a monthly repeating appointment if an appointment should repeat on a specific date each month or monthly interval, or on a specific day and week of the month or monthly interval (for example, if the patient's appointment should be on the first Monday of each month). You can select any number of months for the monthly interval. You can also indicate if the repeating appointment will end on a certain date or after a specific number of visits.

1. Select Repeat as a Series in the Repeat field.
2. Select Months(s) from the Repeat Every drop-down.
3. Enter a number of months in the Repeat Every field. This indicates the monthly interval at which the appointment will repeat (For example, enter 1 if the appointment will repeat every month, enter 2 if the appointment will repeat every two months, etc.)
   
    
4. Indicate if the appointment will repeat By Date or By Day of Week.
   • To repeat the appointment on a specific day of the month: Select By Date in the By drop-down, then enter the date on which the appointment will repeat in the On Date field.
   • To repeat the appointment on a specific day and week of the month (such as the first Monday or third Tuesday): Select By Day of Week in the By drop-down, then select the week of the month and day of the week the appointment will repeat in the On The drop-downs.

     NOTE:  To schedule an appointment on the last selected weekday of each month, select Last from the On The drop-down.

      

     Repeat by Date:	Repeat by Day of Week:

     
      
5. Indicate that the repeating appointment Ends After a certain number or visits or a specific date:
   • To end the repeating appointments after a certain number of visits: Select Visits in the Ends After drop-down, then enter the number of visits in the Ends After field.
   • To end the repeating appointments on a certain date: Select Date in the Ends After drop-down, then enter a date (or click the calendar icon to select a date) in the Ends On field.
      

     Ends After Number of Visits:	Ends After a Date:

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