What actions can I run in Tebra?

26 actions are available, including "Get an Appointment", "Get a Patient", and "Get Encounter Details", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Tebra Integrations

Cloud-based medical practice management and EHR platform for scheduling, billing, and patient engagement. Wire Tebra into AI-assisted support flows — triage in, resolution out.

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Watch ChargesTriggers when new charges or claims are created or updated in the practice.
Watch PatientsTriggers when a new patient record is created or an existing one is updated.
Watch PaymentsTriggers when a new payment is posted or an existing payment is modified.
Watch PracticesTriggers when practice settings or details are created or updated.
Watch ProvidersTriggers when a new provider is added or an existing provider record is updated.
Watch Service LocationsTriggers when a service location is created or its details are changed.
Watch TransactionsTriggers when new financial transactions are recorded for a practice.
Get an AppointmentRetrieves the full details of a single appointment by its ID.
Get a PatientRetrieves a single patient by ID, including all cases, insurance policies, and authorizations.
Get Encounter DetailsRetrieves the full clinical and billing details of a specific encounter by its ID.
Get Procedure CodeRetrieves the details of a specific procedure (CPT) code by its ID.
List Appointment ReasonsReturns all appointment reason types defined for a practice.
List AppointmentsReturns a paginated list of appointments filtered by date range, provider, or status.
List ChargesReturns a list of charges and claims matching the specified filter criteria.
List PatientsReturns a list of patient records matching the specified search and filter criteria.
List PaymentsReturns payment records matching the specified date range and filter criteria.
List PracticesReturns a list of practices accessible under the connected account.
List ProvidersReturns a list of providers belonging to a practice.
List Service LocationReturns a list of service locations configured for a practice.
List TransactionsReturns financial transaction records for a practice within a specified date range.
Create a DocumentCreates a new document and attaches it to a patient record.
Create an AppointmentBooks a new appointment for a patient with a specified provider.
Create an EncounterCreates a new clinical encounter record linked to a patient and appointment.
Create a PatientCreates a new patient record in the specified practice.
Create a PaymentRecords a new payment against a patient account or charge.
Delete a DocumentPermanently deletes a document from a patient record by its ID.
Delete an AppointmentCancels and removes an appointment by its ID.
Make an API CallExecutes an arbitrary authenticated request to the Tebra API.
Update an AppointmentUpdates the details of an existing appointment such as time, provider, or notes.
Update a PatientUpdates demographic or contact information on an existing patient record.
Update Appointment StatusChanges the status of an appointment (e.g. confirmed, checked-in, cancelled).
Update Encounter StatusChanges the billing or clinical status of an existing encounter.
Update Primary Patient CaseUpdates the primary case record for a patient, including insurance and billing details.

When to use Tebra

Common scenarios where Tebra automation saves time and reduces manual work.

Use Tebra's "Watch Charges" trigger to react the instant an event occurs and push data into connected tools.
Run "Get a Patient" in Tebra from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Payments" from Tebra in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Tebra’s Watch Patients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Update Primary Patient Case as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 33 ready-made steps for support work, and every run records what went in and what came back.

Tebra workflow on the canvas: Watch Patients then Update Primary Patient Case

Frequently asked questions

Common questions about automating Tebra in your workflows.

Tebra has 7 triggers, including "Watch Charges", "Watch Patients", and "Watch Payments", and more. Use them to start workflows the moment Tebra events fire — no polling required.

Use in workflow automation

Start from Tebra’s Watch Patients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Update Primary Patient Case as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 33 ready-made steps for support work, and every run records what went in and what came back.

Tebra Integrations

When to use Tebra

Use in workflow automation

Frequently asked questions

Tebra Integrations

When to use Tebra

Connect Tebra to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Tebra to any app in workflows

Connect Tebra to any app in workflows

Connect Tebra to any app in workflows

Tebra Integrations

Tebra triggers and actions

When to use Tebra

Use in workflow automation

Frequently asked questions

What triggers does Tebra support?

What actions can I run in Tebra?

Do I need to write code to automate this?

Is the integration secure?

Tebra Integrations

Tebra triggers and actions

When to use Tebra

Connect Tebra to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Tebra support?

What actions can I run in Tebra?

Do I need to write code to automate this?

Is the integration secure?

Connect Tebra to any app in workflows

Connect Tebra to any app in workflows

Connect Tebra to any app in workflows