Navigate Subscription Management

Last updated
Save as PDF

Updated: 09/23/2026 | Views: 11

Tebra Subscriptions lets practices create fixed-amount recurring plans (e.g., concierge memberships, direct primary care tiers, wellness programs) and automatically charge enrolled patients on a weekly, monthly, or quarterly schedule using a saved card.

Note: The Subscriptions feature is available for practices with Tebra Payments or Patient Collect (Stripe) activated. It is designed for recurring membership or access fees and is separate from claims, services, and patient balances. To collect patient payments for outstanding balances, review Collect Patient Payment (Tebra Payments) or Collect Patient Payment (Stripe).

Access Subscription Management

Hover over the Billing icon and click Subscriptions under the Recurring Payments menu. The Subscriptions Management page opens.

Web platform dashboard showing the Billing menu highlighting the Subscriptions menu option under the Recurring Payments submenu.

Navigate Subscription Management

Plans: Displays the existing plans created by the practice, Search box to search for a specific plan, and + New Plan button to create a new plan. The Create a Plan card with the + Create Plan button also displays if no plans have been created yet.
Subscriptions: Provides a report of patients enrolled in a plan.
Actions Required: Provides a report of subscriptions that need attention (e.g., needs authorization, card expiring soon, etc.).
Enroll Patients: Click to open the Enroll Patients in a Plan page that provides a report of available patients that can be selected and enrolled in a plan.