Requirements
Connecting Tebra takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your Tebra credentials
Connect Tebra in WEXTL
- Log in to your WEXTL account, add the Tebra node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Tebra account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Tebra node modules
The list below is a reference of every Tebra node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Tebra node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch ChargesTrigger
| 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 |
Watch PatientsTrigger
| 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 |
Watch PaymentsTrigger
| Field | Type |
|---|---|
| Payments | object |
| Payment | array |
Watch PracticesTrigger
| 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 |
Watch ProvidersTrigger
| 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 |
Watch Service LocationsTrigger
| 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 |
Watch TransactionsTrigger
| 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 |
Get a PatientAction
Get an AppointmentAction
| Field | Type |
|---|---|
Practice NameRequired | choice |
| 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 |
Get Encounter DetailsAction
Get Procedure CodeAction
| Field | Type |
|---|---|
Practice NameRequired | choice |
Procedure CodeRequired | text |
| 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 |
List Appointment ReasonsSearch
List AppointmentsSearch
| Field | Type |
|---|---|
Start DateRequired | date |
End DateRequired | date |
| Practice Name | choice |
| Limit | number |
| 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 |
List ChargesSearch
| 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 |
| 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 |
List PatientsSearch
| 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 |
| Field | Type |
|---|---|
| Patients | object |
| Patient data | array |
List PaymentsSearch
| 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 |
| Field | Type |
|---|---|
| Payments | object |
| Payment | array |
List PracticesSearch
List ProvidersSearch
| Field | Type |
|---|---|
Practice NameRequired | choice |
| Provider Full Name | text |
| Provider First Name | text |
| Provider Last Name | text |
| Active Only | choice |
| Limit | number |
| 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 |
List Service LocationSearch
| Field | Type |
|---|---|
Practice NameRequired | choice |
| Service Location Name | text |
| Active Status | choice |
| Limit | number |
| 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 |
List TransactionsSearch
| 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 |
| 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 |
Create a DocumentAction
Create a PatientAction
| 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 |
| text | |
| Notes | text |
| Field | Type |
|---|---|
| Patient ID | text |
Create a PaymentAction
| 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 |
| Field | Type |
|---|---|
| Payment ID | text |
Create an AppointmentAction
| 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 |
| Field | Type |
|---|---|
| Appointment ID | text |
Create an EncounterAction
| 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 |
| Field | Type |
|---|---|
| Encounter ID | text |
Delete a DocumentAction
| Field | Type |
|---|---|
Practice NameRequired | choice |
Delete an AppointmentAction
| Field | Type |
|---|---|
Practice NameRequired | choice |
Make an API Calluniversal
Update a PatientAction
| 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 |
| text | |
| Notes | text |
Update an AppointmentAction
| 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 |
Update Appointment StatusAction
| Field | Type |
|---|---|
Practice NameRequired | choice |
Confirmation StatusRequired | choice |
| Notes | text |
Update Encounter StatusAction
| Field | Type |
|---|---|
Practice NameRequired | choice |
Encounter StatusRequired | choice |
| Notes | text |
Update Primary Patient CaseAction
| 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 |
Templates
Look for Tebra templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Cliniko[2]Practice management for healthcare providers — appointments, notes, and billing.
- AlfaDocsPractice management for dental clinics — patients, appointments, and records.
- Classe365Student information and school management system for admissions, academics, and administration.
- CharlaAI chatbot and live-chat platform for contacts, articles, and conversations.
- CapacityAI-powered support automation platform that deflects tickets by answering questions, routing requests, and managing knowledge across teams.
References
- WEXTL® Tebra Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Tebra.
- WEXTL® visual workflow builder data.
Last updated: Jul 21, 2026 15:23