Follow the recommended data entry guidelines to maintain consistency throughout your Kareo records (e.g., patients, providers) and to aid in searches of your data. To also help speed data entry, use Kareo's shortcut features.
Data Entry Guidelines
Below are recommended guidelines and tips for entering data in the Desktop Application (PM).
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Data Entry Shortcuts
Use the following shortcut features in the Desktop Application (PM) to help speed data entry.
|Auto-Fill||At a drop-down menu field such as a patient's Marital Status, enter the first letter of an option (e.g., M for Married) in the menu then press Tab on the keyboard to enter it and advance to the next field. If two or more menu options begin with the same letter, use the arrow keys to select the appropriate one then press Tab to advance to the next field.|
|Quick Select||In a data field such as a patient's Primary Care Physician or Default Rendering Provider, enter the first or last name of the physician and press Enter on the keyboard. If Kareo finds a match, it will auto-populate the field.|
|Auto-Complete||In any Address field, use the automatic city/state lookup feature. Enter a one or two-line street address, press the Space bar on the keyboard and enter the zip code (e.g., 3353 Michelson Dr. 92612). Then, press Tab on the keyboard to advance to the next field and Kareo will automatically complete the address with the city and state information.|