Toolbar

Updated: 11/21/2022
Views: 2578

Use the Toolbar shortcuts to access the most frequently used options within the Desktop Application (PM).

Tool	Option
	Open Practice: Click to switch between practices (when there are multiple practices within the Kareo account).
	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 existing appointment.
	Daily Calendar: Click to open the daily calendar with a view of the current date.
	Workweek Calendar: Click to open the weekly calendar with a view of the current workweek.
	New Encounter: Click to create a new encounter.
	Find Encounter: Click to search for an existing encounter or to track the status of all encounters.
	Track Claim Status: Click to view claims and statuses, find and edit individual claims, print paper claims, and submit electronic claims.
	Receive Payment: Click to enter a new payment.
	Find Documents: Click to find and manage documents.
	Find Tasks: Click to find and manage tasks.
	Settings: Click to open the Settings Home window, which provides a list of options to configure your company and practice.
	Kareo Support Website: Click to access the online Kareo Help and Support which includes help articles, user guides, training and additional resources.
	New Message: Click to create a new message via the Message Center.
	Patient Search Box: Enter a patient name to quickly search for a patient record.