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Kareo Help Center

Workflow Shortcuts

Located on the Dashboard, the Workflow is a visual guide to shortcuts of key business process functions. With a click of a button, you can initiate the function described by the corresponding label.

Note: Kareo is a permission-driven application. Your permission level is determined by your Kareo application administrator. If you don't have access to a specific task or function shown, please contact the person in your office who is the Kareo Account Administrator.

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  1. New Patient: Opens the New Patient window to create a new patient record in the system.
  2. Find Patient: Opens the Find Patient window to search existing patient records.
  3. Schedule Appointment: Opens the Appointment Details window to create a new patient appointment.
  4. Daily Calendar: Opens the Daily Calendar page and shows selected provider, staff, room, equipment, and service location appointments scheduled for the day.
  5. Weekly Calendar: Opens the Workweek Calendar page and shows selected provider, staff, room, equipment, and service location appointments scheduled for the week.
  6. Monthly Calendar: Opens the Monthly Calendar page and shows selected provider, staff, room, equipment, and service location appointments scheduled for the calendar month.
  7. New Encounter: Opens the New Encounter window.
  8. Track Encounter Status: Opens the Find Encounter window to search encounters.
  9. Practice Settings: Opens the Settings Home page to easily access Practice, Insurance, User Accounts, Codes, Other Lists, Options, and Company sections of the system.
  10. Generate Reports: Opens the Reports Home page to easily access your practice reports.
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