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Kareo Help Center

Menu Bar

Use the Menu Bar to access a hierarchical list of commands within the application.

 

Menu Bar.jpg

 

Menu

Options

Practice

Open, close, lock, exit the application.

Patients

Enter, find, view patients and check patient eligibility.

Appointments

Manage appointments and calendars, set up the scheduler, print encounter forms and configure timeblock calendar.

Encounters

Enter and find encounters, access mobile encounters, manage electronic and paper claims, track claim status, send patient statements, access clearinghouse reports, receive payments, issue refunds and manage capitated accounts.

Documents

Upload, scan and manage documents.

Tasks & Messages

Create, assign and find tasks.

View or send messages.

Reports

Generate any reports available within the application.

Settings

Manage practice and company settings such as providers, contracts, encounter forms, procedure macros, insurance companies and plans, security settings, user groups, procedure and diagnosis codes, lists, and other options.

Window

Manage the window: Adjust the toolbar size, show/hide the Navigation pane and Status Bar, switch to Full Screen and toggle between open windows.

Help

Access online help and Kareo Support, change your password, get a customer key, manage your Kareo PM account and view Kareo PM application version information.

 
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