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Tebra Help Center

Release Notes April 2025

Updated: 04/22/2025|Views: 1121

On April 23, 2025, your Tebra account will be upgraded to the latest version. Features will be available the following day with the exception of specified timelines.

Billing

Billing General Improvements

  • Tebra was updated with the new and updated CMS HCPCS codes that went into effect April 1, 2025, and the new Medicare Fee Schedule (RVU, GPCI, Locality and Conversion Factor). Visit the CMS website for more general information about the HCPCS and Fee Schedules.

Billing Resolved Issues

  • Fixed an issue where some claims submitted between March 9, 2025 and March 11, 2025 did not process
  • Fixed an issue where users received an error message when sending patient statements
  • Fixed an issue where Instamed customers received an error message when processing patient payments

Clinical

Prescription Order Delegation

Prescription order delegation helps streamline the prescription writing process by allowing clinical staff to queue up medication orders for approval. Clinical staff with a Clinical Assistant user role can add medications (including controlled substances) to prepare prescriptions. Providers can then quickly review and approve the medication order, reducing the provider's administrative burden.

Note: This feature is only available through the new medication ordering experience.

Feature will be deployed to customers in phases and completed by end of April 2025.

Clinical Assistant Workflow

The following steps are completed by users with a Clinical Assistant user role to propose a medication order. After the order is queued up, the provider can review the pending medication and send the prescription to the pharmacy.
  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Medications. The Active Medications page opens.
  4. Click Try it Out. The new Prescribe Medications experience page opens.
  5. Add the Drug Information and Pharmacy Information.
  6. Click Add Rx
    • If applicable, continue to add prescriptions and click Add Rx.
  7. When the last prescription is populated, click View Order Summary. The Order Summary page opens.
Clinical_DelegationPrescribe.png
  1. Review all prescriptions in the order.
    Note: Prescriptions cannot be edited. To make changes, delete the medication and add a new prescription.
    • To permanently remove a medication from the order summary, click the trash icon.
    • To add an additional prescription, click Add Another Rx.
    • To cancel the order and permanently remove all medications from the order summary, click Cancel Order.
  2. Click Propose Order when finished. The order is ready for the provider to review and send to the pharmacy.
Clinical_DelegationPropose.png
Provider Workflow

The following steps are completed by an eRx enrolled prescriber. EPCS enrollment is also required when controlled substances are prescribed in the order.
  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Pending on the Medications card. The Order Summary page opens.
Clinical_DelegationPending.png
  1. Review the prescription(s) to verify the medication, quantity, refills, patient instructions, reason for prescription (optional), and pharmacy are correct before sending to the pharmacy.
    Note: Prescriptions cannot be edited. To make changes, delete the medication and add a new prescription.
    • To permanently remove a medication from the order summary, click the trash icon.
    • To add an additional prescription, click Add Another Rx.
    • To cancel the order and permanently remove all medications from the order summary, click Cancel Order.
  2. Click Send to Pharmacy when finished. The prescriptions are sent to the pharmacy.
Clinical_DelegationProvider.png

Clinical General Improvements

  • Updated the following Immunization VIS date to reflect current CDC guidelines:
    • COVID-19
    • Dengue
    • Hepatitis A
    • Hepatitis B
    • Influenza - Live Intranasal
    • Influenza - Inactivated
    • Measles / Mumps / Rubella (MMR)
    • Measles/Mumps/Rubella & Varicella (MMRV)
    • Meningococcal ACWY
    • Meningococcal B
    • Polio
    • Respiratory Syncytial Virus (RSV)
    • Tdap (Tetanus, Diphtheria, Pertussis)
    • Varicella (Chickenpox)
    • Cholera
    • Ebola
    • Smallpox/Monkeypox

Clinical Resolved Issues

  • Fixed an issue where users were unable to access menu options under the Clinical icon
  • Fixed an issue where users received an error message when attempting to print the patient's facesheet

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Platform

Platform Resolved Issues

  • Fixed an issue where the incorrect provider availability displayed on the calendar
  • Fixed an issue where users were unable to select more than two resources on the calendar
  • Fixed an issue where users were unable to access the Dashboard
  • Fixed an issue where users were unable to schedule a follow-up appointment for the next week

Patient Experience

AI Review Insights

Tebra’s AI Review Insights empowers providers to improve their practices by categorizing patient reviews into actionable insights, driving better care, patient satisfaction, and retention. It categorizes reviews into five key areas: wait times, scheduling, staff, communication, and care, allowing you to focus on what matters most.

This feature is only available for Practice Operation subscribers with Patient Experience.

Access AI Review Insights
  1. Hover over the Patient Experience icon and click on Reputation. The Surveys & Reviews page opens.
  2. Review the Patient reviews summary. The summary is generated weekly by the AI Review Insights.
    • To view which patient reviews generated the sentiment for each category, click on the sentiment. The Review Sentiments pop-up window opens.
PracticeGrowth_NavigateReviewInsights.png

Unified Reputation Settings

Tebra’s Unified Reputation Settings empowers practices to personalize and interact with their patient survey settings in the same intuitive platform used to manage their practice operations. With the migration of settings into a unified platform, this update makes it easier than ever to manage and personalize review requests in one place. Current reputation settings automatically populates and practices can change the configurations as necessary.

This feature is only available for Practice Operation subscribers with Patient Experience.

Feature will be deployed to customers in phases and completed by end of April 2025.

Configure Reputation Settings
  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Surveys & Reviews. The Surveys & Reviews settings page opens.
  3. If applicable, click the Send survey and review requests after appointments toggle on.
  4. Review and configure the settings as applicable for the practice.
PracticeGrowth_NavigateReputationSettings.png

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Practice Growth

Practice Growth General Improvements

  • Beginning May 1, 2025, Practice Growth practices with Monthly Insights Email enabled will receive Tebra’s updated monthly insights email. The insights email empowers practices with real-time, actionable insights on online reputation, patient engagement, and online marketing — delivered straight to their inbox. With data-driven recommendations and best practices, practices can confidently optimize performance and stay ahead without extra effort.
    Note: If Monthly Insights Email has not been enabled for the practice, contact Customer Care for assistance.

Practice Growth Resolved Issues

  • Fixed an issue where practices did not receive patient appointment request email notification

Tebra Payments

Tebra Payments General Improvements

Tebra Payments Resolved Issues

  • Fixed an issue where the payout details for payouts completed on April 3, 2025 were not displaying correctly
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