When you log into Kareo, the Dashboard provides an efficient interface to manage daily patient appointments, access high-priority tasks, and navigate to other sections in the system.
The Dashboard displays patient appointments for the day and allows you to manage the entire appointment workflow — from check-in to checkout — including running insurance eligibility checks and collecting patient payments.
Navigate the Dashboard
- Kareo module icons display on the left of the top navigation bar.
- An icon displays in color when a module is active on the practice account, or shows grayed out if inactive.
Note: Modules subscriptions are provider based. If your practice has multiple providers, an icon may display in color for all users once a module is activated for a single provider. However, the module features will only be available to the subscribing provider.
- Hover over an icon to view module functions and navigate to other sections in the system.
- Use the top search box to quickly find a patient record.
- Hover over the clock icon to view the last six patients accessed.
- Click the envelope icon to access Kareo Messaging.
- Hover over the User icon to view your user name and Kareo ID, access settings, connect to the Solution Center, or sign out of the system.
|
 |
- Click to navigate to a specific date.
- Click New Appointment to open the Calendar and schedule an appointment. The Calendar will open to the date selected from the calendar above.
- Click Check Eligibility for All to check primary insurance eligibility for all patients scheduled that day (Billing subscribers only).
- Click the Print drop-down to select the following options:
- Daily Schedule: print patient appointments for the day.
- Encounter Forms by Last Name: Print paper encounter forms sorted by the patient's last name.
Note: A provider-specific encounter form must be added to the desktop application (Billing subscribers only).
- Encounter Forms by Time: Print paper encounter forms sorted by the appointment time (Billing subscribers only).
Note: A provider-specific encounter form must be added to the desktop application.
- Patient Balances: Print statements for patients with a balance who are scheduled that day (Billing subscribers only).
- Set filters to view appointments.
- Click to select all or specific Providers, Staff, Rooms, Equipment, or Service Locations to view their appointments.
- If a service location is not selected, appointments at that location will not show regardless of the other filters.
- The service location filter will not be shown if the practice only has one location.
- Click on a tab to view patients as they move through the appointment flow.
- Scheduled: Shows patients scheduled for the day who have not yet arrived.
- Late Scheduled or Confirmed appointments will be shown in yellow.
- In Office: Shows patients for the day with an appointment status of Arrived, Checked In, or Roomed.
- The status of the note shows as Note not started, Note in progress, or Note signed (Clinical subscribers only).
- Roomed appointments will be shown in blue.
- Finished: Shows patients for the day with an appointment status of Checked Out, No Show, Rescheduled, or Cancelled.
- No Show, Rescheduled, and Cancelled appointments will be shown in red.
- View real-time appointment details.
- Click the patient's name to view their patient chart.
- Hover over the patient's name on the to view the patient's date of birth, alert, primary phone number, email, and address.
- Appointment time, appointment reason, and scheduled provider, staff member, room, equipment shows.
- Eligibility status shows, if available.
- Click the drop-down arrow to change the status of the appointment.
- Note the appointment with Scheduled, Reminder Sent, or Confirmed.
- Move the patient through the appointment flow by selecting Arrived, Checked In, Roomed, or Checked Out.
- Change the appointment status with No Show, Rescheduled, or Cancelled.
- Outstanding Items: Click to access high priority task that require your attention.
- eRx Requests (Clinical subscribers).
- Labs/Studies (Clinical subscribers).
- Flagged Messages from the message center.
- Open Notes (Clinical subscribers).
- Tentative Appointments made through online booking (Engage subscribers).
- Patient Intake pending review submitted by patients (Engage subscribers).
- Direct Inbox messages from other providers (Clinical subscribers).
|
 |
View Appointment Card
Click on the appointment to view the appointment card.
- Click the patient's name to view their patient chart.
- Click the drop-down arrow to change the status of the appointment.
- Note the appointment with Scheduled, Reminder Sent, or Confirmed.
- Move the patient through the appointment flow by selecting Arrived, Checked In, Roomed, or Checked Out.
- Change the appointment status with No Show, Rescheduled, or Cancelled.
- View alerts added to the patient record.
- View the appointment details.
- Resources: Scheduled provider, staff member, room, and/or equipment.
- Location: The service location of the visit.
- Visit Reason: The reason for the visit.
- Patient Intake: Displays patient intake status Not sent to patient, Not submitted by patient, Pending Review, Merged, or Rejected.
- Click the vertical ellipsis menu to select the option to Send, Resend, Print Forms, or Review.
- If the provider is not an Engage subscriber, click Upgrade your account.
- Balance: The patient's account balance and any payment made today.
- Click the vertical ellipsis menu to select Collect Payment.
- View the associated insurance policy, if available.
- Effective: The policy start and end dates.
- Copay: The copay amount.
- Authorizations: If available, the number of visits remaining for the authorization.
- Eligibility: View eligibility status (Billing subscribers only).
- Click the vertical ellipsis menu to select the option to View Report or Check Eligibility.
- Create Clinical Note: Click to begin a note (Clinical subscribers only).
- More Options:
- Open the Charge Capture, Collect Payment window, or Print Encounter Form for this appointment (Billing subscribers only).
- Schedule Follow-up after the patient is checked out.
- Edit Appointment details or Delete Appointment.
|
 |