About this integration
Cloud-based medical practice management and EHR platform for scheduling, billing, and patient engagement. Connect it to any workflow without writing code.
You can choose from 7 triggers, 13 search modules and 13 actions. The connection type is basic authentication.
How to connect
The credential form asks for Customer Key, Username, and Password.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| 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 |
Use it in workflow automation
Start with Watch Charges, then add Create a Document.
The canvas below runs Watch Charges into Create a Document — watch the video, then drop a node onto the canvas.
Select the Watch Patients trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Update Primary Patient Case as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 20 ready-made modules for support work — each run logs its inputs and outputs for debugging.
Tebra workflow on the canvas: Watch Patients then Update Primary Patient Case
Triggers, searches and actions
Explore the fields available for each Tebra trigger, search, and action — 7 triggers, 13 searchs, and 13 actions.
Triggers
Whenever something changes in the app, one of 7 available triggers can start a run immediately.
- Watch Charges
- Watch Patients
- Watch Payments
- Watch Practices
- Watch Providers
2more triggers
Searches
13 search modules let you query the app mid-run and feed the results to the next step.
- Get an Appointment
- Get a Patient
- Get Encounter Details
- Get Procedure Code
- List Appointment Reasons
8more searches
Actions
Use 13 action modules to write data back into the app from anywhere in a run.
- Create a Document
- Create an Appointment
- Create an Encounter
- Create a Patient
- Create a Payment
8more actions
Explore the fields available for each Tebra trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
Charge | object |
ID | array |
Created date | array |
Last modified date | array |
Service date | array |
Practice name | array |
Practice ID | array |
Patient ID | array |
Patient full name | array |
Patient case ID | array |
Patient case name | array |
Output fields
| Field | Type |
|---|---|
Charge | object |
ID | array |
Created date | array |
Last modified date | array |
Service date | array |
Practice name | array |
Practice ID | array |
Patient ID | array |
Patient full name | array |
Patient case ID | array |
Patient case name | array |
Output fields
| Field | Type |
|---|---|
Payments | object |
Payment | array |
Output fields
| Field | Type |
|---|---|
Practice | object |
Practice ID | array |
Practice name | array |
Practice address line 1 | array |
Practice address line 2 | array |
Practice city | array |
Practice state | array |
Practice zip | array |
Practice phone | array |
Practice fax | array |
Practice email | array |
Output fields
| Field | Type |
|---|---|
Provider | object |
Provider ID | array |
Provider external ID | array |
Provider full name | array |
Provider first name | array |
Provider middle name | array |
Provider last name | array |
Provider credentials | array |
Provider type | array |
Provider specialty | array |
Provider npi | array |
Output fields
| Field | Type |
|---|---|
Service location | object |
Service location ID | array |
Service location name | array |
Service location external ID | array |
Practice name | array |
Practice ID | array |
Address line 1 | array |
Address line 2 | array |
City | array |
State | array |
Zip | array |
Output fields
| Field | Type |
|---|---|
Transaction | object |
ID | array |
Created date | array |
Last modified date | array |
Transaction date | array |
Transaction type | array |
Transaction description | array |
Practice name | array |
Practice ID | array |
Patient ID | array |
Patient full name | array |
Searches
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | array |
Created date | array |
Last modified date | array |
Practice name | array |
Practice ID | array |
Type | array |
Confirmation status | array |
All day | array |
Recurring | array |
Start date | array |
End date | array |
Appointment duration | array |
Service location name | array |
Service location ID | array |
Patient ID | array |
Patient full name | array |
Patient case ID | array |
Patient case name | array |
Patient case payer scenario | array |
Authorization ID | array |
13other output fields
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Output fields
| Field | Type |
|---|---|
Patient | object |
Patient ID | array |
Patient external ID | array |
Patient full name | array |
Patient first name | array |
Patient middle name | array |
Patient last name | array |
Patient dob | array |
Patient sex | array |
Patient ssn | array |
Patient marital status | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Output fields
| Field | Type |
|---|---|
Encounter | object |
ID | array |
Created date | array |
Last modified date | array |
Service date | array |
Practice name | array |
Practice ID | array |
Status | array |
Status description | array |
Patient ID | array |
Patient full name | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Procedure CodeRequired | text |
Output fields
| Field | Type |
|---|---|
Procedure code | object |
ID | array |
Practice name | array |
Practice ID | array |
Procedure code | array |
Procedure code description | array |
Procedure code full description | array |
Procedure code type | array |
Taxonomy code | array |
Revenue code | array |
Default units | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Appointment reason | object |
ID | array |
Practice name | array |
Practice ID | array |
Name | array |
Description | array |
Color | array |
Duration | array |
Active | array |
Input fields
| Field | Type |
|---|---|
Start DateRequired | date |
End DateRequired | date |
Practice Name | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | array |
Created date | array |
Last modified date | array |
Practice name | array |
Practice ID | array |
Type | array |
Confirmation status | array |
All day | array |
Recurring | array |
Start date | array |
End date | array |
Appointment duration | array |
Service location name | array |
Service location ID | array |
Patient ID | array |
Patient full name | array |
Patient case ID | array |
Patient case name | array |
Patient case payer scenario | array |
Authorization ID | array |
13other output fields
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
From Service Date | date |
To Service Date | date |
From Last Modified Date | date |
To Last Modified Date | date |
Patient Full Name | text |
Rendering Provider Full Name | text |
Service Location Name | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Charge | object |
ID | array |
Created date | array |
Last modified date | array |
Service date | array |
Practice name | array |
Practice ID | array |
Patient ID | array |
Patient full name | array |
Patient case ID | array |
Patient case name | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Patient Full Name | text |
Patient First Name | text |
Patient Last Name | text |
Patient Date of Birth | date |
Patient Email | |
Patient Home Phone | text |
From Last Modified Date | date |
To Last Modified Date | date |
From Created Date | date |
To Created Date | date |
Limit | number |
Output fields
| Field | Type |
|---|---|
Patients | object |
Patient data | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
From Payment Date | date |
To Payment Date | date |
From Last Modified Date | date |
To Last Modified Date | date |
Patient Full Name | text |
Payment Type | choice |
Rendering Provider Full Name | text |
Service Location Name | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Payments | object |
Payment | array |
Input fields
| Field | Type |
|---|---|
Practice Name | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Practice | object |
Practice ID | array |
Practice name | array |
Practice address line 1 | array |
Practice address line 2 | array |
Practice city | array |
Practice state | array |
Practice zip | array |
Practice phone | array |
Practice fax | array |
Practice email | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Provider Full Name | text |
Provider First Name | text |
Provider Last Name | text |
Active Only | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Provider | object |
Provider ID | array |
Provider external ID | array |
Provider full name | array |
Provider first name | array |
Provider middle name | array |
Provider last name | array |
Provider credentials | array |
Provider type | array |
Provider specialty | array |
Provider npi | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Service Location Name | text |
Active Status | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Service location | object |
Service location ID | array |
Service location name | array |
Service location external ID | array |
Practice name | array |
Practice ID | array |
Address line 1 | array |
Address line 2 | array |
City | array |
State | array |
Zip | array |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
From Transaction Date | date |
To Transaction Date | date |
From Last Modified Date | date |
To Last Modified Date | date |
Patient Full Name | text |
Transaction Type | choice |
Rendering Provider Full Name | text |
Service Location Name | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Transaction | object |
ID | array |
Created date | array |
Last modified date | array |
Transaction date | array |
Transaction type | array |
Transaction description | array |
Practice name | array |
Practice ID | array |
Patient ID | array |
Patient full name | array |
Actions
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Document TypeRequired | choice |
Document NameRequired | text |
Document DateRequired | date |
Document Description | text |
Document ContentRequired | text |
Document Content TypeRequired | choice |
Provider Full Name | text |
Notes | text |
Output fields
| Field | Type |
|---|---|
Document ID | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Start Date & TimeRequired | date |
End Date & TimeRequired | date |
Duration (minutes)Required | number |
Appointment TypeRequired | choice |
Confirmation StatusRequired | choice |
All Day | boolean |
Recurring | boolean |
Service Location Name | text |
Resource ID 1Required | text |
Resource Name 1Required | text |
Resource Type 1Required | choice |
Resource ID 2 | text |
Resource Name 2 | text |
Resource Type 2 | choice |
Appointment Reason ID 1 | text |
Appointment Reason 1 | text |
Appointment Reason ID 2 | text |
Appointment Reason 2 | text |
Notes | text |
Output fields
| Field | Type |
|---|---|
Appointment ID | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Service DateRequired | date |
Rendering Provider Full NameRequired | text |
Supervising Provider Full Name | text |
Referring Provider Full Name | text |
Service Location NameRequired | text |
Place of Service CodeRequired | choice |
Diagnosis Code 1 (ICD-10)Required | text |
Diagnosis Code 2 (ICD-10) | text |
Diagnosis Code 3 (ICD-10) | text |
Diagnosis Code 4 (ICD-10) | text |
Notes | text |
Procedure Code (Line 1)Required | text |
Procedure Description (Line 1) | text |
Units (Line 1)Required | number |
Charge Amount (Line 1)Required | number |
Service Line Diagnosis Code 1 | text |
Service Line Diagnosis Code 2 | text |
Modifier 1 | text |
Modifier 2 | text |
2other input fields
Output fields
| Field | Type |
|---|---|
Encounter ID | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Patient External ID | text |
First NameRequired | text |
Middle Name | text |
Last NameRequired | text |
Date of BirthRequired | date |
SexRequired | choice |
Social Security Number | text |
Marital Status | choice |
Address Line 1 | text |
Address Line 2 | text |
City | text |
State | text |
ZIP Code | text |
Country | text |
Home Phone | text |
Work Phone | text |
Mobile Phone | text |
Email | text |
Notes | text |
21other input fields
Output fields
| Field | Type |
|---|---|
Patient ID | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Payment DateRequired | date |
Payment TypeRequired | choice |
Payment MethodRequired | choice |
Payment AmountRequired | number |
Payer Name | text |
Payer ID | text |
Reference Number | text |
Check Number | text |
Deposit Date | date |
Batch Number | text |
Service Location Name | text |
Rendering Provider Full Name | text |
Adjustment Code (CARC) | text |
Adjustment Description | text |
Notes | text |
Output fields
| Field | Type |
|---|---|
Payment ID | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
Practice Name | choice |
Start Date & Time | date |
End Date & Time | date |
Duration (minutes) | number |
Appointment Type | choice |
Confirmation Status | choice |
All Day | boolean |
Recurring | boolean |
Service Location Name | text |
Resource ID 1 | text |
Resource Name 1 | text |
Resource Type 1 | choice |
Resource ID 2 | text |
Resource Name 2 | text |
Resource Type 2 | choice |
Appointment Reason ID 1 | text |
Appointment Reason 1 | text |
Appointment Reason ID 2 | text |
Appointment Reason 2 | text |
Notes | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Patient External ID | text |
First NameRequired | text |
Middle Name | text |
Last NameRequired | text |
Date of BirthRequired | date |
SexRequired | choice |
Social Security Number | text |
Marital Status | choice |
Address Line 1 | text |
Address Line 2 | text |
City | text |
State | text |
ZIP Code | text |
Country | text |
Home Phone | text |
Work Phone | text |
Mobile Phone | text |
Email | text |
Notes | text |
10other input fields
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Confirmation StatusRequired | choice |
Notes | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Encounter StatusRequired | choice |
Notes | text |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | choice |
Case Name | text |
Case Payer Scenario | choice |
Insurance Plan Name | text |
Insurance Plan ID | text |
Member ID | text |
Group Number | text |
Relationship to Insured | choice |
Policy Start Date | date |
Policy End Date | date |
Copay Amount | number |
Deductible Amount | number |
Authorization Start Date | date |
Authorization End Date | date |
Authorized Visits | number |
Notes | text |