Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center


Updated: 11/21/2022
Views: 2749

Use the Toolbar shortcuts to access the most frequently used options within the Desktop Application (PM).

Tool Option
Desktop_Icon_OpenPractice.png Open Practice: Click to switch between practices (when there are multiple practices within the Kareo account).
Desktop_Icon_NewPatient.png New Patient: Click to create a new patient record.
Desktop_Icon_FindPatient.png Find Patients: Click to search for an existing patient record.
Desktop_Icon_NewAppointment.png New Appointment: Click to create a new patient or non-patient appointment.
Desktop_Icon_FindAppointment.png Find Appointment: Click to search for an existing appointment.
Desktop_Icon_DailyCalendar.png Daily Calendar: Click to open the daily calendar with a view of the current date.
Desktop_Icon_WorkweekCalendar.png Workweek Calendar: Click to open the weekly calendar with a view of the current workweek.
Desktop_Icon_NewEncounter.png New Encounter: Click to create a new encounter.
Desktop_Icon_FindEncounter.png Find Encounter: Click to search for an existing encounter or to track the status of all encounters.
Desktop_Icon_TrackClaimStatus.png Track Claim Status: Click to view claims and statuses, find and edit individual claims, print paper claims, and submit electronic claims.
Desktop_Icon_ReceivePayment.png Receive Payment: Click to enter a new payment.
Desktop_Icon_FindDocument.png Find Documents: Click to find and manage documents.
Desktop_Icon_FindTask.png Find Tasks: Click to find and manage tasks.
Desktop_Icon_Settings.png Settings: Click to open the Settings Home window, which provides a list of options to configure your company and practice.
Desktop_Icon_SupportHelp.png Kareo Support Website: Click to access the online Kareo Help and Support which includes help articles, user guides, training and additional resources.
Desktop_Icon_NewMessage.png New Message: Click to create a new message via the Message Center.
Desktop_SearchBox_Patient.png Patient Search Box: Enter a patient name to quickly search for a patient record.
  • Was this article helpful?