Scheduling

Recurring appointments

How to schedule a series for a patient and what happens when one needs to move.

Updated
Updated
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4 min read
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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

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.

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