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Custom Repeating Appointments

Recurring appointments are essential for clients on ongoing treatment plans — therapy sessions, chronic disease management check-ins, or regular follow-ups. Setting them up once in WithinEHR ensures continuity of care without manual rebooking each time.

How to Create a Repeating Appointment​

  1. Go to the Schedule tab and click Create, then select Appointment.
  2. Fill in the client, service, clinician, location, and time as usual.
  3. In the Recurrence section, select your repeat pattern:
    • Daily, Weekly, or Monthly
  4. Set an end date or a maximum number of occurrences.
  5. Click Create Appointment to save the full series.

Editing a Single Occurrence vs. the Full Series​

When you need to change a recurring appointment, WithinEHR will ask whether you want to update:

  • This event only — changes apply to the selected occurrence.
  • This and all following events — changes apply from this point forward.
  • All events — changes apply to the entire series.

Tips​

  • Use recurring appointments for structured treatment protocols where session frequency is clinically defined.
  • If a client's schedule changes, edit only the affected occurrence rather than the full series to preserve the historical record.