Tebra
Onboarding and Implementation

Get Started with Ease

Name: Tebra Medical Software Suite
Brand: Tebra

Our team ensures a smooth onboarding experience, so you can focus on what matters most – your patients.

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Faster time to adoption

Most customers begin using the platform at their practice  within 45 days.

Dedicated onboarding manager

Comprehensive support for your practice, ensuring its continued growth.

Training and Resources

Empower your practice with expert live and on-demand training and essential resources for success.

From the moment you sign up, we’re here to guide you every step of the way.

Our experts work closely with you to understand your workflow and configure Tebra accordingly, ensuring everything is in place for a seamless start.

STEP1

Kick Off

Start with a kick-off call with your Onboarding Manager to review the onboarding process, explore your practice workflows, set up users and practice details, and gain access to our learning resources.

STEP2

Setup & Configuration

Use the setup wizard to verify practice information, configure user settings, add insurance details, set up your calendar, customize patient communication preferences, initiate enrollments, and start the eRX/EPCS process.

STEP3

Patient Adoption

Our patient adoption program is designed to help you master the essential functions for optimizing patient care. You’ll learn how to add new patients, schedule appointments, send and merge intake forms, and navigate the check-in process. Your onboarding manager will also guide you through verifying patient eligibility and collecting payments.

STEP4

Clinical Adoption

With clinical adoption, you’ll gain proficiency in key platform functions, including starting telehealth sessions, creating clinical notes, prescribing medications, and managing charge capture for billing. Your onboarding manager will also cover entering vitals, documenting patient history, creating lab orders, and assigning notes to other users.

STEP5

Billing Adoption

Billing adoption is designed to help you master key tasks and streamline your billing operations. You’ll learn how to approve draft encounters, submit electronic claims, review Clearinghouse Reports, and apply ERAs, EOBs, and patient payments as needed.

STEP6

Full Product Adoption

Once you’ve fully adopted the product, you’ll have the skills and knowledge to maximize your practice's efficiency and elevate patient care with Tebra. Your onboarding manager will continue offering personalized recommendations to ensure your long-term success.

STEP7

Ongoing/Lifetime support

After graduation, you'll have access to a range of resources and contact information for customer care. If you qualify, you'll also be introduced to a dedicated customer success manager who will support your ongoing needs.

Improve the patient experience on their end and yours

Personalized Setup

Built for your Practice’s Needs

Experience a customized setup tailored to your practice’s needs. Our experts work closely with you to understand your workflow and configure Tebra accordingly, ensuring everything is in place for a seamless start.

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Technical Support

Seamless API and integration experience

Tebra enables smooth data flow between systems, and our robust API support ensures compatibility with your existing tools. Our technical support team is always available to assist you with any integration needs, making sure everything works harmoniously for enhanced efficiency.

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Professional Services

Thrive in The Digital Landscape

Enhance your practice’s core digital performance with specialized support designed to boost your online presence, attract more patients, and grow your practice.

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Tailored Training Resources

Maximize Your Tebra Experience

As a Tebra customer, enjoy free access to Tebra University (Tebra U), our comprehensive online training portal. Register for live trainings, explore pre-designed courses, and access eLearnings anytime, anywhere.

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