Menu Bar
Use the Menu bar to access a hierarchical list of options within the Desktop Application (PM).
Menus and Options
Below are the available menus and options.
Note: The available menu options varies based on the user's permissions.
| Menu | Options |
| Practice | Open, Close, Lock, and Exit the application. |
| Patients | Create and Find Patients, View Patient Account and Check Patient Eligibility. |
| Appointments | Create and Find Appointments, view calendars, Print Encounter Forms, manage Scheduling Resources, Appointment Reasons, and timeblock calendars. |
| Encounters | Create and Find Encounters, manage electronic and paper claims, Track Claim Status, Send Patient Statements, access Clearinghouse Reports, payments, refunds, and manage Capitated Accounts. |
| Documents | Upload, scan and manage Documents. |
| Tasks & Messages | Create, assign and Find Tasks. View and send Messages. |
| Reports | Manage Saved Reports, view the Reports Index and generate available standard reports within the application. |
| Analytics | View saved customized reports and generate available analytics reports. |
| Settings | Manage practice and company settings such as Providers, Service Locations, Departments, Contracts and Fees, Encounter Forms, Patient Portal and Payments, Procedure Macros, Insurance Companies and Plans, Users, Codes, Other Lists and Options. |
| Window | Manage the window view by adjusting the Toolbar size, showing or hiding the Navigation Pane, switching to Full Screen, toggling between open windows and closing the window. |
| Help | Access the Tebra Community, Training Resources, Customer Care, Change Password, Get Customer Key, Manage Account and view Tebra version information. |