Tebra Videos
Welcome to our Training Videos page! Here, you'll find a collection of short video tutorials designed to help you and your team succeed with Tebra. Whether you're looking for quick tips or in-depth guidance, our tutorials are tailored to ensure you get the most out of your Tebra experience. Dive in and start mastering Tebra today!
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Watch the videos or review the Platform help articles to learn more about Platform features.
- Dashboard
- Video: Check Patient Eligibility
- Video: Collect Cash Payment
- Video: Collect Patient Payment with Card on File
- Video: Collect Payment (Pre-Visit)
- Video: Create Messages
- Video: Create Message Template
- Video: Create Patient Group
- Video: Create Patient Message
- Video: Locate Patients
- Video: Navigate Message Center
- Video: Patient In-Office Visit
- Video: Schedule Patient Appointment
- Video: Navigation Dashboard
- Documents
- Patients
- Practice Settings
- Video: Activate Patient Collect (Stripe)
- Video: Add Insurance Company
- Video: Add Insurance Plan
- Video: Add Referral Sources
- Video: Add Referring Providers
- Video: Add Service Locations
- Video: Calendar Settings
- Video: Edit Practice Information
- Video: Enable Practice Online Scheduling
- Video: My Settings
- Video: Navigate Practice Online Scheduling
- Video: Set Up Appointment Reminders
- Video: Set Up Payment Settings
- Video: Set Up Provider Profile
- Video: Set Up Users
- Video: Enroll New Insurance Company
- Tebra Payments
Clinical Videos
Watch the videos or review the Clinical help articles to learn more about Clinical features.
- Labs
- Medications
- Video: Add Active Medication
- Video: Add Administered Injection
- Video: Add Drug Favorites
- Video: Authorize Provider for EPCS
- Video: Cancel Prescription
- Video: Custom Drugs
- Video: Document Medication Reconciliation
- Video: Enroll for ePrescribing
- Video: ePrescribe Controlled Substance
- Video: eRx Change Requests
- Video: Navigate eRx Requests Dashboard
- Video: Order Durable Medical Equipment (DME)
- Video: Prescribe/ePrescribe Medications
- Video: Respond to eRx Requests
- Notes
- Video: Access Note Sections/Templates
- Video: Access Psych Note Sections with Templates
- Video: Access Therapist Note Sections with Templates
- Video: Co-sign Note
- Video: Copy Note Across Different Note Types
- Video: Create Charge Capture from Clinical Note
- Video: Create Custom Mental Health Note Types
- Video: Create Custom Note Types
- Video: Create Group Note
- Video: Create Note
- Video: Create Psych Note
- Video: Create Self-Pay Charge Capture from Clinical Note
- Video: Create Text Shortcuts
- Video: Create Therapist Note
- Video: Create Treatment Plan
- Video: Manage Templates
- Video: Navigate Note Types
- Video: Patient Education
- Video: Patient Plan
- Video: Psychotherapy Notes
- Video: Screening Tools in Note
- Video: Send Referral
- Video: Sign Notes
- Patients
- Practice Settings
- Reports
Billing Videos
Watch the videos or review the Billing help articles to learn more about Billing on the web platform features.
Desktop Application (PM) Videos
Watch the videos or review the Desktop Application (PM) help articles to learn more about Desktop Application (PM) features.
- Appointment Scheduling
- Claims and Clearinghouse Reports
- Contracts and Fees
- Dashboard
- Encounters
- ERAs
- Insurance
- Video: EDI Enrollment Introduction
- Video: Enroll for EDI Services
- Video: Insurance Companies
- Video: Insurance Company vs. Plan
- Video: Insurance Plans
- Video: Navigate Enrollments Dashboard
- Video: Set Up Insurance Company Paper Connection
- Video: Set Up Insurance Company Electronic Connection through Clearinghouse
- Partner Integrations
- Patient Payments and Statements
- Video: Add Patient Statement Note
- Video: Apply Patient Payments
- Video: Collect Cash Patient Payment
- Video: Collect Patient Payment
- Video: Email Balance Reminders
- Video: On Demand Print
- Video: Patient Statements Delivery Report
- Video: Prepare Patient Statements
- Video: Refund Patient Payment
- Video: Reverse Patient Payment
- Video: Self-Print Patient Statements
- Video: Send Patient Statements
- Video: Send Patient Statements Through Mailing Service
- Video: Text Balance Reminders
- Patient Portal
- Patient Records
- Payment Posting
- Providers
- Reports
- Settings
Engage Videos
Watch the videos or review the Engage help articles to learn more about Engage features.
- Video: Create Custom Intake Form
- Video: Engage Introduction
- Video: Manage Online Presence
- Video: Navigate Performance Dashboard
- Video: Patient Intake
- Video: Patient Intake - Add Card on File
- Video: Publish Patient Reviews
- Video: Send Patient Broadcast
- Video: Send Patient Intake
- Video: Send Patient Recall
- Video: Send Post-Appointment Survey
- Video: Set Up Surveys and Reviews
Telehealth Videos
Watch the videos or review the Telehealth help articles to learn more about Telehealth features.