Keyboard Shortcuts
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To help speed data entry, several keyboard shortcuts are available for performing some of the more common functions within the Desktop Application (PM).
| Shortcut Key | Function | Corresponding Menu or Taskbar Option |
| Esc | Cancels or closes an open window. | Click Cancel on the bottom taskbar, or the X on the upper right, of an open window. |
| F1 | Launches online Training Resources. | Click Help > Training Resources. |
| Shift+F1 | Launches the Kareo Support Website. | Click Help > Kareo Support Website. |
| F2 | Opens the New Patient window. | Click Patients > New Patient. |
| F3 | Opens the New Appointment window. | Click Appointments > New Appointment. |
| F4 | Opens the New Encounter window. | Click Encounters > New Encounter. |
| F5 | Opens the New Payment window. | Click Encounters > Receive Payment. |
| F6 | Opens the Scan Document window. | Click Documents > Add Document from Scanner. |
| F7 | Opens the Find Patient window. | Click Patients > Find Patients. |
| F8 | Opens the Find Appointment window. | Click Appointments > Find Appointment. |
| F9 | Opens the Find Encounter window. | Click Appointments > Find Appointment. |
| F10 | Opens the Find Payment window. | Click Encounters > Find Payments. |
| F11 | Opens the Find Document window. | Click Documents > Find Documents. |
| F12 | Opens the Find Task window. | Click Tasks & Messages > Find Tasks. |
| Shift+F12 | Opens the Messages window. | Click Tasks & Messages > View Messages. |
| Ctrl+S | Saves any changes made in an open record. | Click Save on the bottom taskbar of an open record. |
| Ctrl+L | Locks the Desktop Application (PM). | Click Practice > Lock. |
| Ctrl+Shift+C | Opens the Find Claim window. | Click Encounters > Track Claims Status. |
| Ctrl+Shift+D | Opens the Daily Calendar window. | Click Appointments > Daily Calendar. |
| Ctrl+Shift+W | Opens the Workweek Calendar window. | Click Appointments > Workweek Calendar. |
| Ctrl+Shift+K | Opens the Weekly Calendar window. | Click Appointments > Weekly Calendar. |
| Ctrl+Shift+M | Opens the Monthly Calendar window. | Click Appointments > Monthly Calendar. |
| Ctrl+Shift+N | Opens the New Message window. | Click Tasks & Messages > New Message. |
| Ctrl+Shift+O | Opens the Select Practice to Open window (when there are multiple practices within the Kareo account). | Click Practice > Open. |
| End | Advances to the last record listed on the current window. | N/A |
| Home | Returns to the first record listed on the current window. | N/A |
| Page Down | Advances to the next window of listed records. | Click the right arrow on the lower right of the bottom taskbar of an open window. |
| Page Up | Returns to the previous window of listed records. | Click the left arrow on the lower right of the bottom taskbar of an open window. |