Menu Bar
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Use the Menu bar to access a hierarchical list of options within the Desktop Application (PM).
Note: The available 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 Encounter, 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 Guide and generate available Reports within the application. |
| 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 by adjusting the Toolbar size, showing or hiding the Navigation Pane and Status Bar, switching to Full Screen and toggling between open windows. |
| Help | Access online Training Resources, Kareo Support Website, Change Password, Get Customer Key, Manage Account and view Kareo version information. |