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Kareo Help Center

Keyboard Shortcuts

To help speed data entry, several keyboard shortcuts are available for performing some of the more common functions within the Kareo PM application.

Shortcut Key

Function

Corresponding Menu or Task Bar Function

Esc

Cancel or Close

Clicking Cancel on the bottom Task Bar, or the (X) in the top right, of an open record.

F1

Online Help

Help > Kareo Help

Shft+F1

Kareo PM Support Website

Help > Kareo Support Website

F2

New Patient

Patients  > New Patient

F3

New Appointment

Appointments > New Appointment

F4

New Encounter

Encounters > New Encounter

F5

New Payment

Encounters > Receive Payment

F6

Scan Document

Documents > Add Document from Scanner

F7

Find Patient

Patients > Find Patients

F8

Find Appointment

Appointments > Find Appointment

F9

Find Encounter

Encounters > Find Encounter

F10

Find Payment

Encounters > Find Payments.

F11

Find Document

Documents > Find Documents.

F12

Find Tasks

Tasks > Find Tasks.

Ctrl+S

Save

Clicking Save in the bottom Task Bar of an open record.

Ctrl+L

Lock

Practice > Lock

Ctrl+Shift+C

Track Claim Status

Encounters > Track Claims Status

Ctrl+Shift+D

Daily Calendar

Appointments > Daily Calendar

Ctrl+Shift+W

Workweek Calendar

Appointments > Workweek Calendar

Ctrl+Shift+K

Weekly Calendar

Appointments > Weekly Calendar

Ctrl+Shift+M

Monthly Calendar

Appointments > Monthly Calendar

Ctrl+Shift+O

Open Practice

Practice > Open (Available only if you have access to more than one Practice.)

Down Arrow

 

Advance to next record

Clicking the right arrow in the lower right of the Task Bar in an open window.

Up Arrow

Return to previous record

Clicking the left arrow in the lower right of the Task Bar in an open window.

End

Advance to last record

Clicking in the page number box in the lower right of the Task Bar in an open window and typing the last page number.

Home

Return to first record

Clicking in the page number box in the lower right of the Task Bar in an open window and typing 1.

Page Down

Advance to next 20 records

n/a

Page Up

Return to previous 20 records

n/a

 

 Tips

  • For security and privacy reasons, it is a good habit to lock the Kareo PM application when you step away from your computer.
  • Esc Key: If you are in the record detail view, pressing the Esc key has the same effect as clicking the Cancel button on the bottom Task Bar. If you are in any other type of view, pressing the Esc key has the same effect as clicking Close(X) on the top right of the Task Bar.
  • You may want to print this topic and keep it handy near your computer until you've committed these shortcuts to memory. To print any single topic in theOnlineHelpsystem, first click the topic to highlight it, then right-click on it and select Print.

 

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