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Tebra Help Center

Release Notes August 2025

Updated: 08/20/2025|Views: 162

On August 20, 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

  • Civilian Health & Medical Program of the Department of Veterans Affairs (CHAMPVA) and Veterans Affairs (VA) Fee Basis Programs now support electronic claim attachments.


Clinical

Integration: Fullscript

Tebra’s Fullscript integration enables providers to streamline supplement prescribing, education, and fulfillment within a single, end-to-end workflow. This embedded experience allows US based practitioners to recommend and manage professional-grade supplements from Fullscript's extensive catalog. 

Create Supplement Plan
  1. Access a patient clinical note.
  2. Click on the Plan section header. 
  3. Click Supplements. The Fullscript page opens.
Fullscript_NoteAccess.png
  1. Log in and connect to the Fullscript account.
  2. Create a patient in Fullscript.
  3. Search for applicable supplements and click Add to plan create the patient's plan.
  4. Once all supplements are added, click Review Plan. The Review plan page opens.
Fullscript_ReviewPlan.png
  1. Click Send to Patient when finished. The Patient Details page opens. 
  2. Click Copy plan notes to highlight the text and copy copy the plain text of the plan.
  3. Click Return To Note. The patient's clinical note opens.
  4. Click on the Plan section header. 
  5. Paste the text.
  6. Continue to document the patient's note.
Fullscript_SupplementPlan.png

Clinical General Improvements

  • Providers can now view up to 5,000 drug favorites when prescribing medications.

Clinical Resolved Issues

  • Fixed an issue where users received an error message when attempting to review the patient's previous notes in a new note page
  • Fixed an issue where providers were not redirected back to Tebra after validating a prescription
  • Fixed an issue where the patient's date of birth shows one day prior when reviewing a prescription
  • Fixed an issue where users received an error message when prescribing an EPCS favorite drug
  • Fixed an issue where users received an error message when attempting to create a note via the mobile app

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Engage

Engage Resolved Issues

  • Fixed an issue where intake forms did not display the internal form names when creating a new appointment 
  • Fixed an issue where patients were unable to save a credit card in the patient intake workflow when using an iOS device 
  • Fixed an issue where users experience a continuous spinning wheel attempting to access broadcast history

Platform

First Available Appointment

The First Available Appointment feature transforms how the office staff books appointments. It streamlines daily workflows to boost the practice's efficiency by finding and booking appointments using key filters like provider, visit reason, and location. This workflow is available for new appointments and follow up appointments.

Available appointments are based on the provider’s Office Hours, Holidays, Time Offs, and Schedules.

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

Schedule First Available Appointment
  1. Click First Appointment Availability. The Find Next Available Appointment page opens.
Platform_FirstAvailable.png
  1. Patient: Begin entering the patient's name or enter the patient's date of birth (MM/DD/YYYY) and click on the patient's name when it appears.
  2. Set Filters: All filters must be populated to view available appointments.
    1. Start Date: By default, today's date is select. If applicable select a different start date
    2. Provider: By default, the providers are listed by last name in alphabetical order and the first provider is selected. If applicable, select a different provider.
    3. Visit Reason: Select a visit reason.
    4. Service Location: Select a service location.
  3. Appointments: Available time slots display based on the selected filters. Click an appointment time slot.
    • Click the back or forward button to navigate to a previous or next week.
  4. Click Book (time) On (day) to confirm. The confirmation message displays.
Platform_FirstAvailableBook.png
  1. Available actions:
    • Book Another Appointment: Click to book another appointment for the patient.
      • To clear the filters to book a new appointment, click Reset Filters.
    • View on Calendar: Click to view the appointment on the calendar.
    • Edit Appointment: Click to change the appointment mode, set recurrences, add a note, send intake forms, add staff/room/equipment, or select a different insurance case.
Platform_FirstAvailableConfirm.png
Schedule Follow-Up Appointment
  1. From the Finished tab, click on the appointment to view the Appointment Card.
  2. Click More Options and select Schedule Follow-up. The Find Next Available Appointment page opens.
Platform_FollowUp.png
  1. By default the filters are populated based on the appointment. Change the Start Date, Provider, Visit Reason, and Service Location as applicable.
  2. Click an appointment time slot.
    • Click the back or forward button to navigate to a previous or next week.
  3. Click Book (time) On (day) to confirm. The confirmation message displays.
  4. Available actions:
    • Book Another Appointment: Click to book another appointment for the patient.
      • To clear the filters to book a new appointment, click Reset Filters.
    • View on Calendar: Click to view the appointment on the calendar.
    • Edit Appointment: Click to change the appointment mode, set recurrences, add a note, send intake forms, add staff/room/equipment, or select a different insurance case.
Platform_FollowUpBook.png

Platform Resolved Issues

  • Fixed an issue where users did not receive email notification that a new Patient Portal message was received

Patient Experience

AI Review Insights

Tebra’s newest AI Review Insights slashes admin time and workload by distilling reviews from various channels into an actionable summary that categorizes feedback across wait times, scheduling, staff, communication, and care, giving busy practices a simple, one-stop workflow to elevate patient experience and loyalty.

This feature is available for Patient Experience only subscribers and Practice Growth only subscribers.

Feature will be available by the end of August 2025.

Access AI Review Insights (Practice Growth)
  1. Click Reputation. The Public Reviews page opens.
  2. Review the Patient reviews summary. The summary is generated weekly by the AI Review Insights.
  3. To view which patient reviews generated the sentiment for each category, click on the sentiment. The Review Sentiments pop-up window opens.
PraticeGrowth_AIReviewInsights.png

 

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