Workspace

The Kareo workspace is the window within the application where all tasks are performed. The Kareo workspace is where you perform such tasks as searching for records, scheduling appointments on the calendar, creating and managing encounters or generating and viewing reports.

For example, the workspace on the top shows entering a new encounter and the one on the bottom shows searching for a claim:

Fields in a Record

Records in Kareo contain data fields that correspond to information necessary for that type of record. When the fields cannot be displayed within a single window, tabs are presented at the top of the workspace to organize the fields into more than one page. Click the tab to display the next page of the record.

Task Bar

When working in a record, a set of commands related to the type of record is typically located on the Task Bar at the bottom of the workspace. The most common commands are Save and Cancel: Click Saveto save the work you did in the record. Click Cancel to abort a new record entry or any changes you were about to make in an existing record.

Tips

To get the best display results when creating new records, it is recommended to use both upper and lowercase characters in all field entries and avoid all uppercase, except for acronyms (i.e.: ABC Company). Using this format is more readable in the workspace, requires less display area and works best for forms that will be printed.
When working in a record, you can leave your current window open and navigate to a different task, which will open another window in your workspace. To switch back to your previous window, select it from the Open Windows list in the Navigation Pane.