Import Patient Clinical Data

Step 1: Export your Summary of Care Files

The first step to importing patient clinical data into Tebra is to export your Summary of Care (.ccda) files from your old EHR. The process of exporting Summary of Care files varies between each EHR. Some EHR systems allow you to download your practice’s .ccda files while others require you to contact their Customer Service department.

Step 2: Submit a Data Import Request to Tebra

Complete the request form to initiate a patient clinical data import into Tebra.

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Data Management. Additional setting options expands.
3. Click Import Clinical Data. The Import Clinical Data page opens.
4. Enter the best contact Email and Phone number.
5. Click Request Data Import. The Data Services Team will contact you via email within 24 to 48 hours. The email outlines the data import process and includes a link to schedule an introduction call with a coordinator.
6. Reply to the email within 7 business days to confirm that you have received the email and have scheduled the introduction call with the coordinator.
   Important Note: If a confirmation reply is not received within 7 business days, the data import request case will automatically close.