Release Notes August 2026

AI Patient Summary

To empower providers and streamline pre-visit prep, Tebra’s AI Note Assist now includes an automated AI Patient Summary that generates a concise, chief-complaint-tailored overview directly within AI Note. By surfacing key data (e.g., recent notes, active problems, medications, allergies, and lab results) before each appointment, it eliminates manual chart digging and significantly cuts review time. This allows providers to spend less time on paperwork and focus entirely on delivering high-quality patient care.

An AI patient summary generates when all of the following conditions are met:

• The provider is subscribed to AI Note Assist or generated an AI Note within the last 30 days.
• The patient should have at least 3 signed clinical notes, discrete vital entries, and active medications as applicable.
• An appointment for the patient is scheduled before midnight the day before the appointment.
  Note: If the appointment is schedule the same or after the cut off time, an AI patient summary will not be generated.

Feature will be deployed to customers in phases and completed by end of August 2026.

Review AI Patient Summary Create an AI Note Assist from the patient’s appointment. Review the Patient Summary under the Chart Details panel. Generate the AI Note to start the visit.

Clinical General Improvements

• The eRx ordering form now features a weight-based pediatric dosage calculator (mg/kg/day and mg/kg/dose) where providers can enters the mg/kg target, weight, concentration, and frequency. The system calculates per-dose amounts (mg and mL), total daily doses, and dispense quantities from the information entered.

Clinical Resolved Issues

• Fixed an issue where users received an error message when attempting to open a patient’s medication page
• Fixed an issue where the eLab order status was not updating to Results Ready when results were available
• Fixed an issue where lab orders were missing when printing the patient chart
• Fixed an issue where the medication reconciliation displayed as UTC time
• Fixed an issue where the provider’s role displayed the wrong specialty on the care team section for Referrals and Continuity of Care
• Fixed an issue where the patient’s note page displayed coding in the notes subject line
• Fixed an issue where the eRx Renewal prescription sent time displayed the incorrect timezone
• Fixed an issue where the addendum date on a note is not displayed in chronological order
• Fixed an issue where labs displayed the incorrect Date Requested, Date Returned, and Signed by timestamp

Two-Factor Authentication Magic Link

Magic Link gives users a more secure way to verify their identity when signing into Tebra. After entering their existing email and password, users who are required to complete two-factor authentication (2FA) can choose from eligible verification methods, including an email Magic Link. Instead of retrieving and manually entering a verification code, users can click a secure, single-use link sent to their email address to complete authentication and return to Tebra.

This option is only applicable when logging into Tebra from app.kareo.com and will be available for all customers by September 24, 2026. 

Magic Link Log In Open an internet browser, such as Google Chrome or Firefox.  Type app.kareo.com in the top address bar and press Enter on your keyboard. The Tebra login page opens. Enter the email address associated with your Tebra username and your password. Click Login to Tebra. The Two-Factor Authentication page opens.  Authentication methods will vary: If the user only has an email on file, the magic link is sent to the user’s email. If the user has an email and mobile number on file, the user can choose to get a Text Message Code or Magic link. Click Email magic link to send the link to the user’s email.

The authentication email is sent to the user. Click the magic link to log into Tebra. Note: The link expires in 3 minutes. If a new magic link is generate, the previous link will be deactivated.

Platform General Improvements

• The following updates are now available for Engage subscribers and practices with access to Patient Intake:
  • Resend via SMS: Intake forms can now be resent via SMS only.
  • C-SSRS Screening Tool: Scoring and the "Intensity of Ideation" question have been removed to ensure better fidelity with the standardized.

Platform Resolved Issues

• Fixed an issue where users received an error message when users attempt to access the Click to View Message link in the Preview New Email pop-up

Practice Growth Resolved Issues

• Fixed an issue where the practice did not receive patient SMS messages in their message center
• Fixed an issue where custom IVR recordings were not played when the practice’s number was called