Release Notes May 2025

AI Note Assist

Tebra’s AI Note Assist revolutionizes clinical documentation by streamlining the note-taking process for in-person and Telehealth visits. Powered by advanced AI with ambient listening, it offers automated scribe documentation with intelligent prompts for diagnosis codes—allowing providers to focus less on admin and more on patient care. AI Note Assist is available for the following note types: SOAP, Therapist Initial Visit, Therapist Progress, Psych Initial Visit, and Psych Progress.

Feature available for Clinical subscribers at a usage-based fee per note. For the cost of using AI Note Assist, see the AI Note Generation Fee section of the Pricing Policy. Charges incurred are added to the next monthly invoice.

Note: Chrome is the preferred browser for optimal use for AI Note Assist.

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

Office Visit: Generate AI Note It is recommended that clinical staff documents structured data (vitals, medication, etc.) in the patient chart before the provider starts AI Note Assist. Hover over the Platform icon and click on Dashboard. The Dashboard opens. Click the In Office tab. All patients with an in-office status display. Click on the patient's appointment to view the appointment card. Click AI Note Assist. The note opens. Click the Note Type drop-down arrow and select Psych Initial Visit, Psych Progress, SOAP, Therapist Initial Visit, or Therapist Progress.
Click Start Recording. The Session Recording pop-up window opens. If applicable, click Allow while visiting the site to activate the microphone for the current and future AI Note Assist sessions. Chart Details: Click the sections to review the patient's documented Medication, Problem, History, Vitals, Allergies, Lab and Studies, or Immunization. Click the end recording icon to stop recording and start generating the clinical note. The AutoGen Note pop-up window opens.  Tip: If you are unable to access the recording controls (pause, stop), collapse the Chart Details panel.
Once the clinical note is generated, the note opens. The provider can review, edit applicable sections, and add note sections (to populate documented or new structured data) to finalize the note.
Telehealth Visit: Generate AI Note Feature available for Clinical subscribers with Telehealth for patient visits. AI Note Assist is not available for group telehealth visits. Important Note: To use AI Note Assist for a telehealth visit, providers must use Chrome and join the visit before starting the AI Note Assist. This is a BETA feature as it is still new and more enhancements are under development. Hover over the Platform icon and click on Dashboard. The Dashboard opens. Click Join on the telehealth appointment and follow the applicable prompts. Click Join Meeting. The telehealth visit room launches. Manage and allow participants to join the room.
On the dashboard, click on the patient's appointment to view the appointment card. Click AI Note Assist. The note opens.
Click the Note Type drop-down arrow and select Psych Initial Visit, Psych Progress, SOAP, Therapist Initial Visit, or Therapist Progress. Click Start Recording. The share pop-up window opens. If applicable, click Allow while visiting the site to activate the microphone for the current and future AI Note Assist sessions. Select Telehealth to share the screen with AI Note Assist. Note: If the screen is not shared, the conversation during the telehealth visit will not be recorded to generate a clinical note. Click Share. The Session Recording pop-up window opens.
Begin the telehealth visit. The patient visit is recorded for up to 2 hours. Chart Details: Click the sections to review the patient's documented Medication, Problem, History, Vitals, Allergies, Lab and Studies, or Immunization. Click the end recording icon to stop recording and start generating the clinical note. The AutoGen Note pop-up window opens.  Tip: If you are unable to access the recording controls (pause, stop), collapse the Chart Details panel. Once the clinical note is generated, the note opens. The provider can review, edit applicable sections, and add note sections (to populate documented or new structured data) to finalize the note. End the telehealth visit when applicable.
AI-Assisted Notes The practice can identify clinical notes generated by AI Note Assist with the AI-Assisted label on patient's Notes page.

eRx: New Prescription Form

Tebra’s New Script Form enhances ePrescribing by reducing cognitive load, increasing efficiency, and improving accuracy. With Batch Prescribe, an intelligent drug search, a streamlined SIG builder, and Order Delegation, providers can quickly and reliably order medications, minimizing errors and administrative burden. This modernized workflow ensures a seamless and intuitive prescribing experience, ultimately improving patient safety and provider satisfaction.

Feature will be deployed to customers in phases starting June 4, 2025 and completed by end of June 2025.

Prescribe Medication Prescribe a medication from the patient's chart or clinical note. Drug Information: Add the Drug Name and Quantity. If applicable, populate the Refills, Days Supply, Effective Date, and/or Reason for Rx. Select a recommended sigs that automatically populates based on the drug entered or manually enter the patient's instructions. Pharmacy Information: Select the patient's pharmacy or search for a Pharmacy. If applicable, enter the Pharmacy Instructions. Drug Monograph: If available, review the drug information, warnings, and uses. Patient Cost: If available, review the formulary, coverage factors, alternative medications, and find coupons. If alternative medications are available, click on the medication. The prescription form clears and added the select medication. Add additional medication to batch prescribe or prescribe the medication. To batch prescribe, click Add Rx. Continue to add prescriptions and click Add Rx. When the last prescription is populated, click View Order Summary. Click Send to Pharmacy when finished. The prescriptions are sent to the pharmacy. To prescribe the medication, click Send Medication. The prescription is sent to the pharmacy.

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Engage Resolved Issues

• Fixed an issue where incorrect timestamp displayed when patients reply to a Patient Broadcast message

Platform General Improvements

• To help prioritize real-time messaging between the practice and patients during business hours without delays or disruptions, emails sent to the All Patients group will be sent after 5:00 PM Pacific Time.
• Stripe activated practices now have the option to apply for Tebra Payments from the Patient Collect Settings providing an easier way to transition to Tebra Payments.

Platform Resolved Issues

• Fixed an issue where some users were not able to activate Tebra Patient Collect (Stripe)
• Fixed an issue where users were able to reply to a sent patient group message
• Fixed an issue where patient group messages were not received

Practice Growth Resolved Issues

• Fixed an issue where the email subject was missing from the appointment notification emails