Dashboard Navigation

When you open a practice, the Kareo dashboard will always be your starting point, much like a "home page." You can access commands through various points, all depending on your personal preference. The dashboard that you see is determined by your Kareo application administrator.

Note: Kareo is a permission-driven application. Your permission level is determined by your Kareo application administrator. If you don't have access to a specific task or function described within these help topics, please contact the person in your office who is the Kareo application administrator.

Navigation: Lists commonly used shortcuts (Shortcuts) and all windows you have open (Open Windows).
Menu Bar: Contains drop-down menus of commands.
Toolbar: Icons denoting shortcuts to most commonly used commands.
Workflow: A visual guide of shortcuts to your office’s workflow.
Status Message: Notes any messages and alerts as they relate to the Kareo application; for example, updates about 5010 compliance.
To Do List: Automatically generated by the Kareo system and helps you track your work. Clickable links take you to the specific area where you can complete that task.
Dashboard Charts: Depending on your user role, you can switch between the Payment Velocity, A/R Aging and Income Analysis charts.
Key Performance Indicators: Help you to monitor key metrics that impact the financial and operational health of a medical practice.