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Kareo Help Center

Dashboard Navigation

When you open a practice, the Kareo dashboard will always be your starting point, much like a "home page." You can access commands through various points, all depending on your personal preference. The dashboard that you see is determined by the Kareo user type and role(s) assigned to you. If you don't have access to a specific task or function described within these help topics, please contact the person in your office who is the Kareo Account Administrator.

Navigate the Dashboard

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When you log into Kareo, you'll see shortcuts on the Dashboard that align with typical medical office functions. You can schedule patients, check insurance eligibility, post payments, and print receipts.

Top Menus

  1. Menu bar: Contains drop-down menus of commands.
  2. Icon Toolbar: Denotes shortcuts to most commonly used commands.


  1. Shortcuts: Offers quick access to some of the most commonly used sections.
  2. Open Windows: Shows all windows you have open.

Practice Home

  1. Workflow: A visual guide of shortcuts to your office’s workflow.
  2. Dashboard Charts: Depending on your user role, you can switch between the Payment Velocity, A/R Aging and Income Analysis charts.
  3. To Do List: Automatically generated by the Kareo system and helps you track your work. Clickable links take you to the specific area where you can complete that task.
  4. Click to refresh the To Do list.
  5. Key Performance Indicators: Helps you monitor key metrics that impact the financial and operational health of the medical practice.


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Dashboard Details

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The Workflow is a visual guide to shortcuts of key medical process functions. Click on an icon in the Workflow to directly initiate the function described by the corresponding label. Kareo's recommended workflow process includes adding and finding PatientsScheduling Appointments, creating and tracking Encounters, and Generating Reports.

Income Analysis Chart

The Income Analysis chart provides a visual snapshot of the income collected for several key periods of accounting activity, including:

  • Month to Date: The total income collected for the current month to date.
  • Last Month: The total income collected for the last calendar month.
  • Quarter to Date: The total income collected for the quarter to date.
  • Year to Date: The total income collected for the year to date.

Payment Velocity Chart​

Kareo's Payment Velocity measures the actual time it takes for an average dollar to be collected from the date you see the patient until the date you receive payment, and therefore, more accurately measures how quickly you get paid. 

To-Do List

The To-Do List is automatically generated by the system to help you track your work and guide you through medical office processes. Below is a list of items that may be displayed in the To-Do List sections. The items you see are determined by your assigned Kareo User Role(s).

To-Do List Section Task (may be displayed) Description
Before you submit encounters to the Business Office... Enter the Practice Information for the medical practice. Click on the Practice Information link to enter detailed information about the practice. 
Set up one or more Encounter Forms for the medical practice. Click the Encounter Forms link to open the New Encounter Form window and create an encounter form.
As part of your daily activities... You have xx task(s) overdue. Click the task(s) link to open the Find Task window and view outstanding tasks. 
You have xx Patient(s) scheduled for an appointment today. Click the Patient(s) link to open the Find Appointment window and view appointments for the day.
You have xx Draft Encounter(s) to submit to the Business Office. Click the Draft Encounter(s) link to open the Find Encounter window and view encounters under theDraft tab.
You can fax documents to kFax # (xxx) xxx-xxxx. Fax documents to the number provided.
As part of your monthly practice review... You should review monthly Reports for omissions or errors. Click the Reports link to open the Reports Home window and view a list of available reports.
You should review the Report Closing Date. Click the Report Closing Date link to open the Edit Reporting Options window and view or change the Report Closing Date
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