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Tebra Help Center

Release Notes November 2025

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Updated: 11/19/2025 | Views: 17

On November 19, 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

Automated Patient Billing Enhancements

The Automated Patient Billing feature was enhanced to save time, reduce manual work, and help collect patient balance revenue faster - on a schedule that matches your practice’s billing philosophy. There are now three different schedules to choose from, including a Monthly (Paper Only) option that does not require practices to have Tebra Payments or Patient Collect (Stripe) activated. For more information about the Automated Patient Billing feature, review the Automated Patient Billing FAQs.

Note: Prior to enabling the Automated Patient Billing feature, configure the Patient Statement Options and prepare patient statements in the Desktop Application (PM) as necessary to ensure patient statement information is correct and up to date. Once enabled, a transaction fee applies for each paper statement. Refer to the Pricing Policy for cost details.

Navigate Automated Patient Billing Settings

  • Hover over the Billing icon and click Automated Patient Billing. The Patient Statements page opens, and by default, Settings is selected and displays.
    1. Select your delivery schedule: To enable the Automated Patient Billing feature or to change the schedule, click to select one of the following pre-set schedules for sending statements to eligible patients in the automated billing cycle.
      Note: Click the arrows to expand or collapse the schedule details.
      • Monthly (Paper Only): Available for all Billing subscribers. A 180-day schedule that sends a paper statement every 30 days.
        Note: The QR code and pay online payment options are only included on patient statements for Tebra Payments and Patient Collect (Stripe) activated practices.
      • Monthly (Paper + Digital): Available for Tebra Payments and Patient Collect (Stripe) activated practices. The recommended 180-day schedule that sends an email, text, and paper statement on each day (e.g., Day 1, Day 30, etc.) of the schedule.
      • Accelerated (Paper + Digital): Available for Tebra Payments and Patient Collect (Stripe) activated practices. A 90-day schedule that more frequently sends an email, text, and/or paper statement depending on the day (e.g., Day 1, Day 3, etc.) of the schedule.
    2. Minimum balance amount: Enter the minimum patient balance amount that must be met in order to generate the patient statement.
    3. Exclusions: The following criteria indicates patients excluded from automated patient billing.
      • Patients: If a specific patient needs to be excluded, enter the first few letters of the patient's name in the search box. Then, click to select the patient from the auto-populated results list.
      • Collection Categories: Auto-populates based on the Collection Categories in the Desktop Application (PM). Patients associated with a Collection Category record that indicates "Send Statement?" is disabled are excluded from automated patient billing.
      • Payer Scenarios: Auto-populates based on the Payer Scenarios in the Desktop Application (PM). Patients with charges associated with a Payer Scenario record that indicates "Send patient statements?" is disabled are excluded from automated patient billing.
    4. Save Changes: Click to save any changes made.
      Note: Once the feature is enabled, the option to Deactivate Automated Patient Billing displays on the bottom left of the page to disable automated patient billing when necessary.
 Billing_AutomatedPatientBilling_NavigateSettings.png

Billing General Improvements

  • Tebra was updated with the new AMA 2026 CPT code set that goes into effect January 1, 2026. Visit the AMA website for more general information about the 2026 CPT Code Set.
  • The encounter option, "Enable claim attachment recommendation upon procedure code selection", now also includes the following procedure codes to prompt the recommendation banner:
    • Level 4 codes: 99204, 99214, and 99284
    • Unspecified DME codes: A9900, E1399, K0108, B9999, and B9998
  • For Clinical subscribers, System Administrators can now activate the monthly per provider AI Note Assist Subscription for AI Notes via the provider web user settings or the Solution Center depending on the customer account type. Review the AI Note Generation section of our Pricing Policy for the subscription rates.

Billing Resolved Issues

  • Fixed an issue where some patients did not receive SMS messages sent by the practice.

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Clinical

AI Note Assist Subscription

Tebra’s AI Note Assist revolutionizes clinical documentation by streamlining the note-taking process for in-person and Telehealth visits through advanced AI with ambient listening to automated scribe documentation with intelligent prompts.

System Administrators can now subscribe providers for an AI Note Generation monthly subscription in-app via the Solution Center (if applicable) or User Settings. Review the AI Note Generation section of our Pricing Policy for the subscription rates.

Solution Center: New Subscription

If the Solution Center is not available for the account, purchase the subscription through User Settings.
  1. Hover over the User icon and click on Solution Center. The Solution Center opens.
  2. Click Activate Subscription. The Purchase AI Assist Subscription page opens.
 Clinical_ActivateAISubscription.png
  1. By default, all providers with the Clinical module activated are selected.
    • To remove a provider from the subscription, click to clear the selection.
  2. Click Continue. The Confirm Purchase of AI Assist Subscription page opens.
 Clinical_SelectAISubscription.png
  1. Click to select and agree to the terms of service.
  2. Click Confirm.
 Clinical_ConfirmAISubscription.png
User Settings: New Subscription

Note: The provider must be subscribed to Clinical to enable the new subscription.
  1. Access Edit Provider User Settings.
  2. Click Learn More. The Solution Center page opens.
 Clinical_AILearnMore.png
  1. Click Activate Subscription. The Purchase AI Assist Subscription page opens.
  2. By default, all providers with the Clinical module activated are selected.
    • To remove a provider from the subscription, click to clear the selection.
  3. Click Continue. The Confirm Purchase of AI Assist Subscription page opens.
  4. Click to select and agree to the terms of service.
  5. Click Confirm.
 Clinical_AIActivate.png

eRx: RxInform Medication Adherence

RxInform powered by DrFirst helps providers close the medication adherence gap with zero extra work. When a prescription is submitted, send patients a SMS via RxInform with a link to a HIPAA-compliant portal where they can view prescription details, set reminders, and access educational information about safe use and potential side effects.

Notes:

  • eRx enrollment is required for provider to use RxInform.
  • The SMS is sent through RxInform, not Application-to-Person (A2P) messaging.
RxInform: Provider Workflow

In addition to the new prescription workflow, RxInform can be sent from the renew medication, batch prescribing, and order delegation workflow.
  1. Prescribe a medication and click Send Medication. The New Prescription (Preview) pop-up window opens.
  2. By default, “Send prescription reminder via SMS” is selected.
  3. Click Confirm. The patient receives a text message from RxInform with a link to the portal.
 Clinical_CrxPrescribe.png
RxInform: Patient Experience
  1. After the patient receives the text message, patient taps on the link.
  2. Patient enters their date of birth and taps View Prescription. The portal opens.
  3. Patient can tap the medication to view educational information such as instructions on how to take the medication, side effects, and cautions.
 Clinical_CrxPatientExp.png

Clinical General Improvements

  • Tebra was updated with the new AMA 2026 CPT code set that goes into effect January 1, 2026. Visit the AMA website for more general information about the 2026 CPT Code Set.
  • Updated the following Immunization VIS date to reflect current CDC guidelines:
    • Ebola
    • Pneumococcal Conjugate (PCV)
    • Pneumococcal Polysaccharide (PPSV23)
    • RSV Preventive Antibody (nirsevimab) Immunization Information Statement (IIS)
    • Tick-borne Encephalitis
  • After patients complete screening tools (PHQ-9, GAD-7, PCL-5, and AUDIT) via Patient Intake, providers can review their scores in the Mental Health flowsheet. This feature is available for Engage subscribers and accounts with access to Patient Intake by December 5, 2025.

Clinical Resolved Issues

  • Fixed an issue where the No Known Medication checkbox was missing from the web platform and mobile app
  • Fixed an issue where users were unable to set a template as default
  • Fixed an issue where users received an error message when attempting to create a new note in the mobile app
  • Fixed an issue where users receive an error message when attempting to process a Renewal Request
  • Fixed an issue where the COVID, Zoster, and Diphtheria vaccines did not reflect the new 2025-2026 CDC Influenza Immunizations updates

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Platform

Enhancement: Other Appointment

Tebra’s Calendar now offers other appointment booking. The practice can schedule internal timeblocks (e.g., staff meetings) without linking a patient and assign multiple providers, recurrence rules, and resources.

Feature will be deployed to customers in phases and completed by early December 2025.

Create Other Appointments
  1. Access a New Appointment.
  2. Select Other.
  3. Populate Details:
    • Event Label: Enter a name for the appointment that is displayed on the Calendar and Dashboard.
    • Appointment Mode: The default Appointment Mode is "In-Office". To schedule virtual event, select "Virtual".
    • Location: Select a Service Location from the drop-down menu.
    • Date and Time: By default, the current date and time populates.
      • To block off the whole day, click to select “All Day.” The Time and Duration will be hidden.
    • Duration: By default, the duration configured in Calendar Settings displays. If applicable, update the duration in minutes.
    • Recurrence: Select a pre-set or custom recurring appointment option if necessary.
    • Notes: Add an optional note about the appointment.
  4. Populate Resources:
    • Provider: Select a provider from the drop-down. Multiple providers may be selected.
    • Staff: Search for and select a staff member, if necessary. Multiple staff members may be selected.
    • Room & Equipment: Search for and select a room/equipment, if necessary. Multiple rooms and equipment may be selected.
  5. Click Save Appointment when finished.
 Platform_OtherAppt.png
  1. The other appointment displays on the Dashboard and Calendar.
 Platform_OtherApptDashboard.png

Platform General Improvements

  • The character limit of the Credentials field in the provider user settings has increased from 8 to 20 characters.

Platform Resolved Issues

  • Fixed an issue where some patients did not receive SMS messages sent by the practice

Practice Growth

Practice Growth Resolved Issues

  • Fixed an issue where users experience a continuous loading icon attempting to access the location tab
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