Release Notes July 2026

Wiley Treatment Planner

Tebra’s Wiley Integration provides your clinical team with the gold standard of evidence-based care templates directly in their workflow. This ensures your practice stays compliant, documentation remains high-quality, and your therapists spend more time with patients and less time typing.

Feature available for Clinical subscribers for an additional subscription fee per month per provider. Review the Pricing Policy for more information.

Enable Wiley Treatment Planner Access User Settings. Click Learn More next to Wiley Treatment Planner. The Module Details page opens. Click Activate Subscription on the Wiley Treatment Planner section. The Purchase Wiley Treatment Planner page opens.
By default, all active providers are selected to activate the Wiley Treatment Planner subscription. If applicable, click to remove a provider. Click Continue. The Confirm Purchase of Wiley Treatment Planner page opens. Review the Terms of Service and click “I agree to Tebra’s Terms of Service” to proceed. Click Confirm. The Wiley Treatment Planner is activated for the provider(s).
Access Wiley Treatment Plan Access a patient’s chart. Click the + Create Treatment Plan drop-down and select Wiley Treatment Plan. The Treatment Plan page opens.
Start Date: Defaulted to today's date. If necessary, select a new start date. Target Completion Date: Click to select a date from the calendar picker. Problem: Search for and select a problem. Diagnosis: Click to select the diagnosis based on the selected problem. Goals: Click to select the goals. Note: Available options are based on the selected problem. Objectives & Inventions: Click to select an objectives. Select the inventions under the selected objective. Note: Available options are based on the selected problem. If applicable, click the Evidence-Based Practice (EBP) tab to show all objectives based on best practices. Review the document preview on the right panel. Edit the treatment plan details, as necessary. Once the treatment plan is complete, click to select “I attest that I have reviewed this treatment plan and authorize this as my official electronic signature.”. Then, click Finalize & Sign Plan. The status of the treatment plan changes to Final and is now available on the Notes page to monitor the patient's progress. To capture the patient signature, coordinating provider signature, and/or guardian signature, click Download PDF or Print to generate the document.

Clinical General Improvements

• Tebra upgraded the Notes List to provide a more reliable and accurate clinical documentation experience, complete with updated role and status filtering, preserved pagination, and automatic migration for all historical notes. Feature will be deployed to customers in phases and completed by end of July 2026.

Clinical Resolved Issues

• Fixed an issue where users received an error message when attempting to generate a patient education PDF
• Fixed an issue where users received an error message when attempting to access a patient’s treatment plan
• Fixed an issue where the patient’s referral document time stamps incorrectly displayed one day later
• Fixed an issue where labs were missing when printing the patient’s chart
• Fixed an issue where users were unable to view, manage, or delete drug favorites from the list
• Fixed an issue where providers were unable to successfully send a continuity of care via UpDox
• Fixed an issue where problems added to the assessment section of the clinical note is not saved in the correct section
• Fixed an issue where users were unable to deactivate system generated note types
• Fixed an issue where the Immunization exports are showing as Unknown when the patient demographic option Hispanic or Latino is marked as Decline to Specify
• Fixed an issue where patient names were not displayed on the Lab and Studies page

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Enhancement: Calendar Scheduling Drawer

Streamline your practice’s scheduling workflow with Tebra's new scheduling drawer. Office staff can now manage schedules, individual or group appointments, breaks, and time off directly from the calendar view—allowing them to instantly spot scheduling conflicts, adjust time blocks, and save valuable administrative time without ever losing their place.

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

Review Scheduling Drawer Access the Calendar. Click on an open time slot. The New Event panel opens. Available options: Appointment: By default, the appointment tab opens. Enter details to schedule a patient appointment. Group Appt: Click the tab to schedule a group appointment with multiple patients. Other: Click the tab to schedule internal timeblocks (e.g., staff meetings) without linking a patient. Schedule: Click the tab to set color-coded blocks for specific appointment types, visit reasons, procedures, etc. Break: Click the tab to set breaks and block appointments from being scheduled during a specific time. Time Off: Click the tab to add a scheduled time off (e.g., vacation) to the calendar. To manage an existing appointment or time block, click the time slot to open the edit panel.

Platform General Improvements

• Tebra has introduced automatic SMS backups for appointment confirmations, ensuring patients without an email on file receive a text confirmation.
• Patients can now access a provider's Tebra Care Connect profile directly from the Online Scheduling window to easily review their specialties and background before booking.

Platform Resolved Issues

• Fixed an issue where users received an error message when attempting to change an appointment status in the Platform and the same appointment cannot be found in the Desktop Application (PM)
• Fixed an issue where patients appointment confirmation messages display as a new message in the Message Center
• Fixed an issue where the providers sub-specialties incorrectly displayed on the practice’s Tebra Care Connect profile
• Fixed an issue where users were unable to successfully dismiss the Tebra Checklist from the Dashboard
• Fixed an issue where users received an error message when attempting to upload a file when sending a message to another staff member

Practice Growth Resolved Issues

• Fixed an issue where the reason for visit is missing when both the reason for visit and online booking reasons are populated when scheduling an appointment

Tebra Payments Resolved Issues

• Fixed an issue where some transactions were not listed on the Payouts report