Release Notes February 2024

Clinical General Improvements

• To improve the ICD-10 search experience and help avoid claim rejections, Tebra has audited and updated outdated ICD-10 codes.

Clinical Resolved Issues

• Fixed an issue where providers were unable to complete a medication prescription

Enhancement: Provider Shells

Provider user accounts are automatically created as a shell upon signup. The provider shell includes the license type and product subscription(s) according to the contract for System Administrators to create the provider's user account. With the new enhancements, System Administrators can claim a provider shell using an existing non-provider user account, when applicable. This will merge the two users and populate the provider shell with the details of the non-provider user.

Important Notes:

• Claiming a provider shell is not required to complete the provider user account setup.
• The claim option only displays when editing a provider shell and there are existing non-provider user accounts in the practice.
• System Administrators must complete all provider shells before they can add additional providers to practice. The option to create a new Provider will be disabled until all provider shells are completed.

Access Provider Shell Hover over the User icon and click on Practice Settings. The Practice Settings page opens. Click User Settings. The User Settings page opens. Click Complete next to the Physician Provider shell. The Edit Provider page opens.

Claim Provider Shell Claiming a provider shell is not required to complete the provider user account setup. If a provider shell is claimed, the details of the non-provider user (e.g., user name, email address, roles, etc.) will merge into the provider shell. Select a non-provider user from the drop-down list. Note: Only active non-provider users are available for selection. Click Claim. The non-provider user details populates. Continue to edit and/or populate all applicable fields. Click Save Provider when finished.

Platform Resolved Issues

• Fixed an issue where users were unable to access module menu options
• Fixed an issue where users received an error when attempting to login

Practice Growth: Variable Duration Scheduling

Unlock the power of Variable Scheduling to streamline your practice's appointment management, allowing you to customize appointment duration for various types of visits and offer a seamless booking experience for your patients on all digital platforms. This new feature enhances flexibility in scheduling and improves the overall patient booking process.

Payout Details Report

Tebra Payments activated customers now have the ability to view payout details to validate and reconcile payment activity. System Administrators, Business Managers, and Billers can review the breakdown of how an individual payout/payment is calculated, and which transactions were included in the batch that resulted in the payout.

Access Payout Details Hover over the Analytics icon and click on Payouts. The Payouts page opens. Click on a payout date to drill down into a payout's details. The Payout Detail page opens.

Navigate Payout Details Report Trace ID: Displays the trace identifier (ID) of the payout. Note: Provide the bank the trace ID to troubleshoot issues (e.g., missing payment). Payout Breakdown: Total Amount Processed: Displays the sum of all transactions processed within the batch that was paid out. Refunded: Displays the sum of all refunds issued within the batch. Tebra Transactions Fees: Displays the sum of transaction processing fees for the batch that was paid out. Additional Fees & Adjustments: Displays the sum of other fees and adjustments if applicable (e.g., chargebacks, change requests, etc.) Review the Pricing Policy to learn more about other fees.   Total Payout: Displays the payout amount deposited into the practice's bank account after all fees, refunds, and adjustments. Payout Details: Columns: To sort by ascending or descending, hover over the column header and click the arrow. To unsort, pin, hide or manage columns, hover over the column header and click the more options icon. Date: Displays the date and time the transaction was made. Type: Displays whether the transaction is a Sale (e.g., patient payment), refund, or adjustment. ID: Displays the transaction identifier (ID) assigned by Tebra. Note: Provide Customer Care the transaction ID to troubleshoot issues (e.g., refund failed). To copy the ID, hover over the ID and click on the ID. The ID is copied to the clipboard. Card: Displays the payment card type and last 4 digits of the card used to complete the transaction. Charged: Displays the transaction amount. Fees: Displays the amount of processing fees deducted from the gross charges (total transactions amount). Net: Displays the payout amount after fees are deducted. Pagination: By default, each page displays up to 20 payouts. To change how many payouts are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100. To navigate forward or back, click the arrows.