Menu Bar
Use the Menu Bar to access a hierarchical list of commands within the application.

Menu | Options |
Practice | Open, close, lock, exit the application. |
Patients | Enter, find, view patients and check patient eligibility. |
Appointments | Manage appointments and calendars, set up the scheduler, print encounter forms and configure timeblock calendar. |
Encounters | Enter and find encounters, access mobile encounters, manage electronic and paper claims, track claim status, send patient statements, access clearinghouse reports, receive payments, issue refunds and manage capitated accounts. |
Documents | Upload, scan and manage documents. |
Tasks | Create, assign and find tasks. |
Reports | Generate any reports available within the application. |
Settings | Manage practice and company settings such as providers, contracts, encounter forms, procedure macros, insurance companies and plans, security settings, user groups, procedure and diagnosis codes, lists, options and claim settings modes. |
Window | Manage the window: Adjust the toolbar size, show/hide the Navigation pane and Status Bar, switch to Full Screen and toggle between open windows. |
Help | Access online help and Kareo Support, change your password, change printer alignment, get a customer key, manage your Kareo account and view Kareo application version information. |
Still need help? Contact support here.
