Tebra Integration

Cloud-based medical practice management and EHR platform for scheduling, billing, and patient engagement. Bring Tebra into AI assisted support workflows for faster triage and follow up. Start from Watch Charges and let Get a Patient or Get an Appointment handle the next step automatically.

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Supported triggers and actions for Tebra integration

Triggers can detect changes in Tebra and run actions that can create, search or modify data inside Tebra automatically [3] — exactly how you set them.

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 a PatientRetrieves a single patient by ID, including all cases, insurance policies, and authorizations.
Get an AppointmentRetrieves the full details of a single appointment by its ID.
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 a PatientCreates a new patient record in the specified practice.
Create a PaymentRecords a new payment against a patient account or charge.
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.
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 a PatientUpdates demographic or contact information on an existing patient record.
Update an AppointmentUpdates the details of an existing appointment such as time, provider, or notes.
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.

How to integrate Tebra in automation workflow?

3 simple steps to make your Tebra connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Tebra in workflow

Pick Tebra app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Tebra

When prompted, authorize access to Tebra in WEXTL once. Tebra credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Tebra account. Approve?

STEP 3

Build a workflow

Build your workflow with Tebra yourself or with WEXTL® AI Builder. Connect Tebra to any available integrations [5], or use HTTP node to go beyond them.

Tebra

How Tebra connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Tebra app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Tebra supports.

Full Tebra API documentation

The following table illustrates what fields Tebra integration require during authorization flow inside our workflow builder [4].

Demonstration of Tebra connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Customer KeyRequired	text	Log into your Account and click ‘Get Customer Key’ to view and copy your customer key
UsernameRequired	text	Your usernanme associated with the account
PasswordRequired	password	Your password associated with the account

Connect Tebra to popular apps on WEXTL

Enter a name of the other app you want to sync with Tebra below. Click on selected app to explore integration options with Tebra. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Tebra integration

Select Watch Patients trigger from Tebra - this will be a starting point in your automation. Whenever event happens in Tebra, workflow will start [7] from Watch Patients node.

Search for Update Primary Patient Case, connect it as the next step of integration sequence. You can use filters between Watch Patients and Update Primary Patient Case, so only important data pass from Watch Patients to the next step. WEXTL gives you full control over the process of Tebra automation. All parts of workflow are visible on the canvas [4].

Tebra on WEXTL has 33 modules for crafting support automations. Explore Tebra documentation for more.

Video slide demonstrates how Watch Patients and Update Primary Patient Case nodes are used in Tebra workflow.

Video slide demonstrates how Watch Patients and Update Primary Patient Case [6] nodes are used in Tebra workflow.

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. Triggers are start points of the workflow, and automations may start from them.

Integration has 26 actions, including "Get a Patient", "Get an Appointment", and "Get Encounter Details", and more. Refer to our Tebra Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Tebra integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Tebra official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Tebra provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Tebra or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Tebra inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Tebra modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Tebra integration.

Tebra integration source code, module specs and credentials implementation.
Internal Tebra integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Tebra vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Tebra App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Tebra Integration

Supported triggers and actions for Tebra integration