I couldn't grow my practice from me as a sole provider to a 10-person practice without an EHR. Tebra has really helped me grow without any friction really from technology.
Fabius Santos, DNP
Optimal Psychiatry and Wellness
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4.4
4.1
Patient intake
Simplify the visit experience while fast-tracking information to key team members.
We safeguard your practice with full security and HIPAA compliance.
How it works
See Patient Intake in action - take a tour
Give your patients a secure, stress-free check-in process that’s fully customizable for your practice
Save time during check in
Send patients digital intake forms before their appointments to improve the check-in process.
Get paid faster
Spend less time recording, entering, and checking data and ensure you submit accurate patient information to collect more revenue, faster.
Reduce manual data entry errors with patient record integration
Patients digitally input their own information during intake, freeing staff from transcribing forms while minimizing errors. Staff are notified when intake forms are ready for review and can then easily integrate patient data into the Tebra platform.
Allow patients to review and confirm their medical histories
Offer patients the chance to review their medical, surgical, family, and social histories — and to update their hospitalizations, medications, and allergies — anywhere, any time.
Acquire and maintain consent
Capture consent from patients digitally with Tebra’s integrated patient intake offering. Create your own custom forms to help enable a patient to make an informed, voluntary decision to move forward with their medical care. They can then be signed by the patient prior to medical treatment to confirm that they have understood and agreed to the terms of the medical practice.
Strengthen security with HIPAA-compliant tools
We engage external certified bodies and independent auditors to ensure that the Tebra environment meets or exceeds applicable regulatory requirements and industry best practices.
Offer in-office digital intake
By simply using your medical practice’s iOS or Android-based mobile device, the patient kiosk app eliminates the need for in-office paper intake. It allows patients to digitally enter their historical information, fill out medical intake forms and update basic demographic fields in an electronic format in the event that they may have missed, forgotten or disregarded the email sent by the practice in advance of their appointment. It also enables practice to more easily manage and accommodate walk-in patients
Testimonials
We know what it takes for independent practices to not just survive, but thrive.
I’ve used over a dozen EHRs and wasn’t happy with them until I started using Tebra. I now have all the functionality I need in one system. I can talk to my patients while sending out referrals, lab requests and communicating to other providers, all from the same screen. Tebra has been the best experience.
Lisa Clement DeFalco, Practice Owner
Whole Health Psychiatric Care
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"Working with the Tebra team has been a great experience! They have been prompt in answering questions, helping me update items on our website, and assisting our practice with other services that come with our contract. Their team has gone the extra mile in helping me as the new practice manager in getting up to speed with their services and offerings."
Sarah Y
Integrated Dermatology
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Over 150,000 providers run their practices on Tebra. 
G2 EHR Leader Fall 2025
G2 Patient Experience Fall 2025
Software Advice Frontrunners 2026
Capterra Shortlist 2026
G2 Highest User Adoption Fall 2025
See Tebra in actionTake a self-guided tour
See how patient intake and other solutions within Tebra’s all-in-one platform can help your practice thrive.
EHR resources built for private practices
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