Recurring appointments
How to schedule a series for a patient and what happens when one needs to move.
- Updated
- Updated
- Reading time
- 4 min read
- Tags
- recurringseries
Use a series for weekly therapy, monthly med-management, or any cadence. Series are stored as a rule plus exceptions, so single-day moves are clean.
Create a series
Weekly availability
In-personTelehealth
Mon
Tue
Wed
Thu
Fri
9a
10a
11a
12p
1p
2p
3p
4p
On any new appointment, toggle Repeat. Pick a cadence and end condition (date or count). The first appointment shows immediately; the rest populate the calendar in the next 30 seconds.
Move or cancel one in the series
Open the appointment → Edit just this one. The series continues; only that occurrence moves.