Schedule Custom Recurring Appointment

Updated: 08/21/2025 | Views: 3285

Schedule a custom recurring appointment for patients who require ongoing visits.

Review Schedule Recurring Appointment to use a pre-set reoccurrence schedule for the appointment.

Access Calendar

  1. Select the desired date on the calendar.
  2. Click on the Calendar tab. The Calendar page opens.
  3. Click New Appointment or double-click the desired time slot. The New Appointment page opens.
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Schedule Custom Recurring Appointment

  1. Populate the appointment details, resources, and billing information.
  2. Select Custom from the drop-down list. The Custom Recurrence pop-up window opens.
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  1. Repeats every: Set how often the appointment repeats (e.g., every 4 days or every 2 weeks on Tuesdays). 
    • Amount: Enter how often the appointment occurs.
    • Schedule: Select if the appointment occurs by Day or Week.
      • If Week is selected, click to select which day(s) of the week the occurrence repeats.
  2. Repeat on: If applicable, select the day(s) of the week the appointment occurs.
  3. Ends: Select when the recurrence ends.
    • Never
    • On a specific day
    • After a certain amount of appointments
  4. Click Done to save the custom recurrence.
  5. Click Save Appointment when finished.
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