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Tebra Help Center

Release Notes June 2026

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Updated: 07/01/2026 | Views: 2136

On June 17, 2026, your Tebra account will be upgraded to the latest version. Features will be available the following day with the exception of specified timelines.

Billing

Accounts Receivable (A/R) Dashboard

The Accounts Receivable (A/R) Dashboard empowers System Administrators with actionable insights into A/R drivers and aging. The dashboard provides interactive aging reports and drill-downs to help practices identify billing issues, prioritize follow-up tasks, and accelerate practice cash flow.

Note: Feature is currently being deployed in phases and will be completed by end of June 2026.
July 1, 2026 Update: Feature deployment will be completed by end of July 2026.

View A/R Dashboard

  1. Click Analytics > Dashboard > A/R. The A/R Dashboard window opens.
 Web platform dashboard showing the Analytics drop-down menu highlighting the A/R Dashboard option.
  1. Review the information.
    1. Summary & Benchmarks: Displays the Outstanding A/R, Gross collection rate, Total adjustments, Avg days in A/R, and Credits.
      Tip: Hover over the info icon where available to view how the value is calculated.
    2. Insights: Selected by default. Displays the A/R aging bucket that shows the total accounts receivable by type (e.g. Insurance or Patients) and the Top outstanding balances that shows the top five insurances or patients with outstanding balances based on the age filter selected.
    3. Trends: Select to display a retrospective view of what happened with the practice's charges based strictly on the date of service (and will not update with Show Aging By filter changes).

For more details, review Navigate A/R Dashboard.

 Web platform showing the A/R Dashboard highlighting the Summary & Benchmarks, Insights, and Trends sections.

Active Denials Report

The Active Denials report includes denial information at both the claim and service line level, empowering billing administrators and staff to identify, prioritize, and follow up on denied claims more effectively.

Note: Feature is currently being deployed in phases and will be completed by end of June 2026.
July 1, 2026 Update: Feature deployment will be completed by end of July 2026.

View Active Denials Report

  1. Click Analytics > Claims > Active Denials. The Active Denials report opens and displays all claims with a Denied status.
 Desktop App (PM) Practice home window showing the Analytics menu drop-down, Claims sub-menu, and Active Denials option highlighted.
  1. Scroll as necessary to review the list of claims that now includes denial information extracted from Electronic Remittance Advice (ERA) files such as Claim Adjustment Reason Codes (CARCs) and Remittance Advice Remark Codes (RARCs).
    Note: Denial information will display data extracted from ERA files posted after the feature is enabled for the practice. CARC and RARC code details will not display for manually posted denials.
  2. Click the Encounter ID to open then review and work the denial as necessary.

For more details, review Navigate Active Denials Report.

 Desktop App (PM) Active Denials report highlighting the claims list with denial data for review.

Billing General Improvements

  • The Insurance Collections Report now includes denial-related data extracted from Electronic Remittance Advice (ERA) files such as Claim Adjustment Reason Codes (CARCs) and Remittance Advice Remark Codes (RARCs). Feature is currently being deployed in phases and will be completed by end of June 2026.
    July 1, 2026 Update: Feature deployment will be completed by end of July 2026.

Billing Resolved Issues

  • Fixed an issue where the To Do List of the Practice Home window did not display or displayed the incorrect kFax number
  • Fixed an issue where the practices A2P status did not update after OTP validation
  • Fixed an issue where no search results displayed when searching for a Patient Group

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Clinical

Clinical General Improvements

  • Health Data Exchange gives providers the ability to see the entire patient story across care settings from within the Tebra EHR. By enabling access to external clinical data through Health Information Exchange (HIE) and national exchange networks, Health Data Exchange supports better decision-making, improves coordination, and advances Tebra’s interoperability capabilities. For more information, contact Customer Care.

Clinical Resolved Issues

  • Fixed an issue where the appointment card displays View Note when a clinical note has not been created yet
  • Fixed an issue where the appointment card displays Note Not Started when a clinical note has been created
  • Fixed an issue where users received an error message when attempting to filter Unsigned Notes by providers
  • Fixed an issue where users received an error message when attempting to create a new note or view a saved note
  • Fixed an issue where the co-signer is missing or is incorrectly displayed when printing a patient’s facesheet

Patient Experience

Patient Experience Resolved Issues

  • Fixed an issue where surveys were not sent to patients after they checked out

Platform

AI Message Tagging

AI Message Tagging reduces the mental load of a busy inbox by applying up to three categorical tags to patient and staff messages across SMS, email, and the portal. Enable AI Message Tagging to instantly view message topics, helping your practice respond faster, cut down on administrative work, and focus more on patient care.

For more information about AI Message Tagging, review the AI Message Tagging FAQs.

This feature is only available for Application to Person (A2P) approved practices and is not available for all customers.

View AI Message Tagging

By default, AI Message Tagging is disabled. Enable AI Message Tagging for the practice to start tagging new incoming and outgoing messages.
  1. Click the envelope icon. The messaging summary window opens displaying applicable tags.
  2. Click See All Messages to access additional options.
 Platform_AITagging.png

Enhancement: Find Available Appointment - Multiple Resources

The enhanced Find Available Appointment experience introduces a richer filter model and a powerful multi-resource grid to simplify complex scheduling. Practices can now select multiple providers at once, include staff members, filter by start date, visit reason, service location, and use advanced filters to schedule rooms and equipment. The new scannable results grid neatly groups availability by resource rows and date columns—visually distinguishing between resource types—while displaying service location context directly within the rows.

Enhanced Multiple Resources Filters
  1. Filters: 
    • Provider: By default, the providers selected from the Dashboard or Calendar are populated. If applicable, click to select applicable providers or click X to remove a provider.
    • Staff: By default, the staff members selected from the Dashboard or Calendar are populated. If applicable, click to select: All Staff, applicable staff members, or click X to remove a staff member.
    • Rooms: Click to select all applicable rooms.
    • Equipment: Click to select all applicable equipment.
 Platform_FindApptAllFilters.png
  1. Show only comment availability: Click the toggle on to show appointments for each provider with same availability as the selected resources (e.g., staff member and equipment). 
    Note: This option requires at least one provider and one resource selected.
  2. Common Appointments: Displays available time slots based on the combined availability of the provider and selected resources.
 Platform_FindApptCommonAvailability.png

Platform General Improvements

  • Tebra has upgraded the Message Center with a modern interface and performance to give your practice a smoother and more efficient communication experience.

Platform Resolved Issues

  • Fixed an issue where the practices A2P status did not update after OTP validation
  • Fixed an issue where no search results displayed when searching for a Patient Group
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