Toolbar Shortcuts
Use the Toolbar shortcuts to access the most frequently used tasks in the Kareo application. The Toolbar is located just below the Menu Bar.
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.
Shortcuts
| Open Practice:Click to switch between practices (available when you have access to more than one practice). |
| New Patient: Click to create a new patient record. |
| Find Patients: Click to search for an existing patient record. |
| New Appointment: Click to create a new patient or non-patient appointment. |
| Find Appointment: Click to search for an appointment. |
| Daily Calendar: Click to open the daily calendar with a view of the current date. |
| Weekly Calendar: Click to open the weekly calendar with a view of the current week. |
| New Encounter: Click to create a new encounter record. |
| Find Encounter: Click to search for an existing encounter record or to track the status of all encounters. |
| Track Claim Status: Click to view a list of claims, edit individual claims, print one or more claims, submit E-Claims and show transaction status on claims. |
| Receive Payment: Click to enter payments on claims. |
| Find Documents: Click to find and manage documents. |
| Find Tasks:Click to find a task. |
| Settings: Click to open the Settings home page, which provides a list of options to configure your company and practice. |
| Help: Click to access the Kareo Help & Support site which includes user guides, training Webinars, a community forum and the Kareo Blog. |
 | Patient Search Field:Enter a patient name to quickly search for a patient record. |
Still need help? Contact support here.