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Tebra Help Center

Release Notes June 2025

Updated: 06/19/2025|Views: 75

On June 18, 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

Electronic Claim Attachments: Clinical Notes

Tebra’s integrated electronic claim attachment functionality can now include clinical notes helping practices and billers benefit from faster reimbursements, improved workflows, and secure handling of sensitive patient information.

System Administrators and Billers with the Clinical Assistant web user role can attach clinical notes (up to 10 attachments per claim) for an additional charge. For details, refer to the Pricing section of the Pricing Policy page.

Feature available for Clinical subscribers.

Attach Clinical Notes

  1. Create or edit an encounter that requires the supporting clinical documentation. Then, select the Documents tab. The documents list displays.
  2. Click Clinical Notes. The Clinical Notes window opens.
Desktop_EditEncounter_Documents_ClinicalNotes.png
  1. By default, the date range is set for the previous three months. If necessary, select a custom date range.
    Note: The date range cannot be greater than 90 days.
  2. Click to select the clinical note(s) to attach.
    • To view a clinical note, click the preview icon.
  3. Click Attach Notes. The clinical note(s) selected is listed under the Documents tab of the Encounter record.
Desktop_Documents_AttachClinicalNotes.png

Billing General Improvements

  • All patient statement QuickPay links will enforce both time and usage-based expiration, automatically invalidating links after 30 days or after the third access, to bolster security and reduce unauthorized use. Patients attempting to access an expired link will be redirected to an “Invalid Link” page with instructions for requesting a new link.
    Note: This update is scheduled for July 16, 2025. Legacy links sent before then will expire 30 days post-launch under these same rules.
  • The Message Center search enhancement improves patient communication and practice efficiency by expanding keyword search capabilities beyond emails and SMS to now also include secure patient portal and staff messages with a faster search retrieval time. Practices can quickly locate relevant keywords across all communication channels, ensuring more consistent, accurate, and efficient message retrieval.
  • Tebra was updated with the:
  • The service line submission limitation for Institutional (UB-04) claims was increased from 50 to 100 service lines.
  • Newly faxed documents received via kFax are now PDFs to allow the practice to open and preview the document in the browser.
  • All users can now update the Desktop Application (PM) when a new version is available.

Billing Resolved Issues

  • Fixed an issue where some customers received an error message when attempting to send patient statements through the mailing service

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Clinical

Prescription: GoodRx Enhancements

Tebra's new automated prescription coupon delivery system revolutionizes how patients access medication savings with GoodRx. This feature transforms the current manual prescription discount workflow into a seamless, automatic experience that delivers coupon savings directly to patients via SMS when providers prescribe medications on the GoodRx Advantage list.

Tebra automatically delivers prescription savings to your patients with a mobile number in their charts so you can focus on care, not coupons.

Note: The GoodRx enhancement is only available through the new medication ordering experience.

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

Automated Coupon Delivery
  1. Prescribe a medication.
  2. The Rx Saver GoodRx section displays the automation prescription details, when applicable.
  3. The coupon is sent to the patient via SMS after the prescription is completed.
Clinical_GoodRxAuto.png

Clinical General Improvements

  • Tebra was updated with the:

Clinical Resolved Issues

  • Fixed an issue where the patient's date of birth incorrectly printed on a treatment plan
  • Fixed an issue where new ePrescriptions send did not reach the pharmacy
  • Fixed an issue where providers received an error message for missing state when submitting ePrescriptions for patients residing in the Northern Mariana Islands (MP)

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Engage

Engage General Improvements

  • Patients now have the choice to opt into text messages when requesting an appointment through the scheduling widget. This update is scheduled for June 26, 2025.

Platform

A2P Registration Form

Tebra currently supports SMS functionality across our platform modules, and we want to ensure your messages remain reliable, compliant, and patient-friendly.

To protect patient messaging and ensure texts are not blocked or filtered, a System Administrator or provider must register for Application-to-Person (A2P) messaging for the practice. Completing the registration ensures that SMS communications sent from practices (e.g., appointment reminders, billing notifications, patient communications) are delivered reliably, not flagged as spam, and compliant with industry standards. This builds the patient's trust and awareness with dedicated practice dedicated 10 digit long code (10DLC) text numbers for clear sender identification.

Review the Application to Person (A2P) Registration FAQs for more details.

Feature available in July 2025.

Submit Registration Form
  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click A2P Registration. The Register for SMS Compliance page opens.
    icon_tip.png Tip: The A2P Registration form can also be accessed from the Message Center summary window, Message Center, and Patient Message History.
  3. Complete and submit the registration form.
Platform_A2PRegistrationForm.png

Platform General Improvements

  • The Message Center search enhancement improves patient communication and practice efficiency by expanding keyword search capabilities beyond emails and SMS to now also include secure patient portal and staff messages with a faster search retrieval time. Practices can quickly locate relevant keywords across all communication channels, ensuring more consistent, accurate, and efficient message retrieval.
  • Newly faxed documents received via kFax are now PDFs to allow the practice to open and preview the document in the browser

Platform Resolved Issues

  • Fixed an issue where the patient's date of birth incorrectly in the Message Center

Practice Experience

Practice Experience General Improvements

  • For Practice Operation subscribers with Patient Experience, the practice can now select a location on the Reputation dashboard to filter reviews and uncover targeted analysis of specific strengths and opportunities.

Practice Growth

Practice Growth Resolved Issues

  • Fixed an issue where the practice did not receive new appointment notification emails

Tebra Payments

Tebra Payments General Improvements

  • All patient statement QuickPay links will enforce both time and usage-based expiration, automatically invalidating links after 30 days or after the third access, to bolster security and reduce unauthorized use. Patients attempting to access an expired link will be redirected to an “Invalid Link” page with instructions for requesting a new link.
    Note: This update is scheduled for July 16, 2025. Legacy links sent before then will expire 30 days post-launch under these same rules.

Tebra Payments Resolved Issues

  • Fixed an issue where the old expiration date continued to display after updating the card to the new expiration date
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