Release Notes August 2025
Updated: 08/20/2025
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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 General Improvements
Clinical
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
- Click First Appointment Availability. The Find Next Available Appointment page opens.
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- 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.
- Set Filters: All filters must be populated to view available appointments.
- Start Date: By default, today's date is select. If applicable select a different start date
- 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.
- Visit Reason: Select a visit reason.
- Service Location: Select a service location.
- 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.
- Click Book (time) On (day) to confirm. The confirmation message displays.
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- 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.
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Schedule Follow-Up Appointment
- From the Finished tab, click on the appointment to view the Appointment Card.
- Click More Options and select Schedule Follow-up. The Find Next Available Appointment page opens.
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- By default the filters are populated based on the appointment. Change the Start Date, Provider, Visit Reason, and Service Location as applicable.
- Click an appointment time slot.
- Click the back or forward button to navigate to a previous or next week.
- Click Book (time) On (day) to confirm. The confirmation message displays.
- 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.
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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)
- Click Reputation. The Public Reviews page opens.
- 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.
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