How to Edit a Series of Recurring Appointments

Identifying Recurring Appointments

1. On Patient Page, click Details on a Past or Upcoming Session

2. If this session is part of a series of recurring appointments, it will say Recurrence: ... at the top of the Status section. If it does not say this, you can make this a series of recurring appointments using the similar steps as how to edit the series.

From here, you can either Create, Edit, or Delete a series.

Create a Series of Recurring Appointments

If making an appointment for the first time, use all these steps. If editing an existing appointment, skip to Step 2.

1. If making an appointment for the first time, click Schedule Session. Then skip to Step 3.

2. Scroll to the bottom of the Session Details page and click Edit in the Actions section.

3. Click the Recurrence: dropdown in the Time & Provider section and select the frequency you want.

4. Select your desired End Date

5. Scroll to the bottom of the page and Confirm Session with either button

Edit a Series of Recurring Appointments

1. Scroll to the bottom of the Session Details page and click Edit in the Actions section.

2. Click the Recurrence: dropdown in the Time & Provider section if you want to change the frequency.

3. Select your desired End Date

4. Scroll to the bottom of the page and Confirm Session with either button

Delete a Series of Recurring Appointments

When you manually create a recurring appointment for a client, you can bulk delete the series.  Please note, any session that has sent notifications to the client or clinician cannot be deleted.  

Please use Step 2 to verify that it is a manually created series.

1. On the Patient Details page, verify that this is a manually created recurring appointment, ensure there is small grey writing on below the appointment time that says Recurrence: ...

3. Scroll to the bottom of the page and click Delete.

4. A window will pop out with your options.  Click Delete all future measurements in this series.