n-Tebra runs the schedule and the billing. Who's checking eligibility before the visit?
Tebra is cloud-based practice management, EHR, and billing software for independent practices, formed when Kareo, long known for medical billing, merged with PatientPop, known for patient acquisition and online reputation, and rebranded as Tebra in 2022. It's built to cover scheduling, billing, and patient communication in one place. We connect Tebra to the parts of that workflow it doesn't own outright, insurance eligibility checks, referral tracking, reporting against other systems, so your staff isn't doing that part by hand.
What We Build on Top of Tebra
Insurance eligibility usually gets checked one payer portal at a time, the morning of the visit, whenever someone has a spare minute. We build the automation that runs eligibility checks against the next day's schedule overnight, so staff start the morning with a short exception list instead of a full queue.
Referral sources are easy to capture when a patient books and easy to lose track of afterward. We connect that data into a simple tracking view, or trigger a status update back to the referring provider once a patient's been seen, instead of relying on someone to remember.
Tebra's billing and claims data is thorough, but if your practice runs a separate accounting or reporting tool alongside it, someone's usually reconciling the two by hand at month end. We build the sync that keeps that data moving automatically and correctly.
Given Tebra's PatientPop roots, a lot of practices also use it for patient-facing communication. We tie appointment reminders and recall messaging into whatever other marketing or CRM tools your practice already runs, instead of running two separate, disconnected lists.
A Real-World Scenario: Multi-Provider Practice That Migrated from Kareo
Three providers, migrated from Kareo to Tebra, no shared view of where referrals come from.
Before
Staff check eligibility for the next day's appointments one at a time across several payer portals, usually starting late morning because the schedule isn't final until then. Nobody has a clear answer for which referring providers actually send the most patients, that information lives in whoever remembers the conversation.
After
Eligibility checks run automatically against the finalized schedule overnight, so staff start the day knowing exactly which patients need a phone call before they're seen. Referral source gets captured at intake and rolls up into a simple view, so leadership can actually see where new patients are coming from.
Running your practice on Tebra and still checking eligibility one payer at a time?
Tell us what's still manual around Tebra, eligibility, referrals, reconciling billing against another system, and we'll look at what's actually worth connecting. And if Tebra isn't the real bottleneck, that's fine too, we automate whatever's manual across the practice.
Let's talk