How to Create a Recurring Appointment

Overview

CompanyOn allows clinics and practitioners to create recurring appointments for clients who require ongoing or repeated care.

Recurring appointments help clinics:
• Simplify long-term scheduling
• Reduce repetitive booking tasks
• Improve continuity of care
• Maintain organized treatment schedules
• Manage recurring visits efficiently

How to Create a Recurring Appointment

1. Create a new appointment

2. Enable Recurring Appointment

3. Select the recurrence pattern

4. Choose the recurrence end date

5. Save the appointment

Available Recurrence Options

Recurrence Patterns

• Weekly

What Happens Next

Once saved:
• Multiple appointments are automatically generated based on the selected recurrence pattern
• The recurring visits appear on the Calendar automatically
• Standard scheduling, reminder, billing, and documentation workflows continue normally

Common Uses for Recurring Appointments

Common Scheduling Workflows

• Ongoing therapy sessions
• Rehabilitation programs
• Wellness treatments
• Monthly follow-ups
• Long-term care plans
• Recurring assessments

Important Notes

Appointment Management

Each recurring appointment:
• Functions as an individual appointment
• Can later be edited individually if needed
• Continues through standard billing and documentation workflows

Checked-In Appointment Reminder

If a recurring appointment has already been checked in:
• It cannot be edited directly
• The appointment must first be reversed before modifications can be made

Best Practices

Recommended Best Practices

• Review practitioner vacations before creating recurring schedules
• Audit recurring appointments regularly for conflicts
• Confirm long-term client availability
• Review reminder workflows for recurring appointments
• Verify recurrence end dates carefully before saving

Frequently Asked Questions

Can Recurring Appointments Be Created for Ongoing Care?

Yes. Recurring appointments are designed for long-term scheduling workflows.

What Recurrence Options Are Available?

Appointments can recur daily, weekly, or monthly.

Can Individual Recurring Appointments Be Edited Later?

Yes. Individual appointments within the recurring schedule can be modified separately if needed.

Do Reminder Workflows Apply to Recurring Appointments?

Yes. Standard appointment reminder workflows continue to apply.

Can Recurring Appointments Be Used for Multiple Practitioners?

Yes. Recurring scheduling workflows can support practitioner-based scheduling depending on clinic setup.