EHR Integration Tebra Kareo

Why Integrate AISS Voice Agent + AI Scribe with Tebra?

Before diving into the setup, let’s quantify the impact:

Total estimated savings: ~$52,000/year (for a 5-provider clinic).

Now, let’s break down the integration.

Step 1: Verify Tebra Compatibility

AISS Voice Agent and AI Scribe integrate with Tebra via API and webhooks. Confirm your Tebra plan supports:

✅ Tebra Clinical EHR (required for AI Scribe SOAP notes)

✅ Tebra Practice Management (for appointment scheduling)

✅ API Access (Admin > Settings > API Keys)

If you’re on Tebra’s Starter plan ($160/mo), upgrade to Professional ($269/mo) for full API access.

Step 2: Set Up AISS Voice Agent for Tebra

Voice Agent automates inbound/outbound calls, appointment scheduling, and patient reminders—syncing directly with Tebra.

A. Configure Call Routing in Tebra

1. Log in to Tebra > Settings > Phone System.
2. Enable "Call Forwarding" to AISS’s dedicated number (provided during onboarding).

- Example: Forward 555-123-4567 (your clinic line) to 888-AISS-AI1.

1. Set up call rules:

- Business hours: Route to Voice Agent.

- After-hours: Voicemail or emergency line.

Pro Tip: Use Tebra’s "Smart Routing" to prioritize urgent calls (e.g., post-op patients) to bypass the AI and ring directly to a provider.

B. Sync Voice Agent with Tebra’s Schedule

1. In AISS Dashboard > Integrations > Tebra:

- Enter your Tebra API Key (from Step 1).

- Map appointment types (e.g., "New Patient" = 30 min, "Follow-up" = 15 min).

1. Test the sync:

- Call your clinic line.

- Voice Agent should:

- Greet the caller.

- Check Tebra’s calendar in real-time.

- Book appointments without double-booking.

Real-World Example:

A podiatry clinic in Miami reduced no-shows by 22% using Voice Agent’s automated reminders (SMS + voice). Their Tebra calendar auto-updated when patients rescheduled via the AI.

C. Customize Call Scripts

Voice Agent uses dynamic scripts based on specialty. Examples:

• Chiropractic:

> "Do you have lower back pain or neck issues? I can check Dr. Smith’s availability for an adjustment this week."

• Dermatology:

> "Are you calling for a skin check or cosmetic consultation? Our next opening for a full-body exam is [Tebra-pulled date]." Customization Tip: Use Tebra’s custom fields (e.g., "Reason for Visit") to personalize scripts further. Pricing Context:

• MedReceptionist (AI Phone): Starts at $29/mo (basic) to $449/mo (enterprise with 10+ lines).
• Voice Agent: Custom pricing (typically $0.10–$0.30/minute for automated calls).

Step 3: Integrate AI Scribe for SOAP Notes

AI Scribe listens to patient visits, transcribes conversations, and auto-generates SOAP notes in Tebra—saving 2+ hours/day per provider.

A. Enable Audio Capture

1. Hardware Setup:

- Use AISS-approved mics (e.g., Yeti Nano or Poly Sync 20) for clear audio.

- Budget option: Smartphone + lapel mic (test for background noise).

1. Software Setup:

- Install AI Scribe Desktop App (Windows/macOS).

- Grant Tebra EHR access (OAuth2 authentication).

Screenshot Description:

The AI Scribe interface shows a live transcript with timestamps. The "Push to Tebra" button auto-populates the SOAP note into the patient’s chart.

B. Map SOAP Note Templates

AI Scribe learns your documentation style. For example:

• Family Medicine:

- Subjective: "Patient reports 3-day history of sore throat, no fever."

- Objective: "BP 120/80, temp 98.6°F, throat erythema noted."

- Assessment: "Likely viral pharyngitis."

- Plan: "Rest, fluids, follow up if symptoms worsen."

• Mental Health:

- Subjective: "Patient endorses increased anxiety over past 2 weeks, triggered by work stress."

- Objective: "Affect: anxious. Speech: rapid."

- Assessment: "Generalized anxiety disorder, mild."

- Plan: "CBT techniques, follow up in 4 weeks."

Pro Tip: Use Tebra’s SOAP note macros to standardize formatting. AI Scribe will adapt to these.

C. Train the AI on Your Terminology

1. Upload 5–10 past SOAP notes (de-identified) to AI Scribe.
2. The AI learns your shorthand (e.g., "c/o" = "complains of").
3. Accuracy improves to 95%+ within 2 weeks.

Real-World Data:

A 10-provider urgent care in Texas reduced charting time from 18 minutes to 3 minutes per patient using AI Scribe. Their Tebra notes were 98% accurate after 1 month of use.

Pricing Context:

• AI Scribe: Bundled with MedSiteAI ($149–$799/mo) or MedReceptionist ($449/mo tier).
• Standalone: Custom pricing (typically $500–$1,200/mo for full-time use).

Step 4: Test the Full Workflow

Before going live, run these tests:

Test 1: Appointment Booking

1. Call your clinic line.
2. Voice Agent should:

- Greet the caller.

- Ask for name, DOB, and reason for visit.

- Check Tebra’s calendar and book an appointment.

- Send a Tebra automated confirmation text/email.

Expected Result: Appointment appears in Tebra’s schedule within <30 seconds.

Test 2: SOAP Note Generation

1. Simulate a patient visit:

- Record a 5-minute mock consultation (provider + "patient").

1. AI Scribe should:

- Transcribe the conversation.

- Generate a SOAP note with ICD-10 codes (if enabled).

- Push the note to Tebra’s patient chart.

Expected Result: Note is 90%+ accurate and formatted per your template.

Test 3: After-Hours Messaging

1. Call after business hours.
2. Voice Agent should:

- Take a message.

- Text/email the provider via Tebra’s secure messaging.

Expected Result: Provider receives the message in <2 minutes.

Step 5: Optimize for Maximum ROI

A. Reduce No-Shows with Automated Reminders

• Voice Agent calls patients 48 hours before their appointment.
• Tebra syncs confirmations/cancellations in real-time.
• Example: A med spa in California reduced no-shows from 15% to 3%, adding $8,000/month in recovered revenue.

B. Use AI Scribe for Telehealth

• Tebra + AI Scribe work seamlessly for telehealth visits.
• The AI listens to the call, generates notes, and files them in Tebra.
• Savings: $1,500/month in scribe costs (for a 5-provider practice).

C. Leverage Analytics

• AISS Dashboard shows:

- Call volume trends (peak hours, missed calls).

- SOAP note turnaround time (target: <5 minutes).

- Patient satisfaction scores (from post-visit surveys).

Example:

A dental clinic in New York used Voice Agent’s analytics to add a 3rd hygienist during peak hours (10 AM–2 PM), increasing revenue by $12,000/month.

Common Pitfalls & Fixes

Pricing Breakdown & ROI

Assumptions:

• 5-provider clinic.
• 20 patients/day (avg. $100/visit).
• $50/hr for staff time.

Next Steps: Get Started Today

For Tebra Users:

1. Sign up for a free AISS demo at medreceptionist.com (Voice Agent) or aiscansolutions.com (AI Scribe).
2. Schedule a 30-minute onboarding call to:

- Sync Tebra API.

- Customize scripts/SOAP templates.

- Train your team.

Not Using Tebra?

• Switching EHR? MedSiteAI offers Tebra migration support.
• Need a full-stack solution? Bundle MedSiteAI + MedReceptionist + AI Scribe for 20% off.

Final CTA: Automate Your Practice in 48 Hours

Stop losing $50,000+ annually to inefficiencies. AISS + Tebra integration is plug-and-play—no IT degree required.

👉 Book a demo now:

• MedReceptionist (AI Phone)
• AI Scribe (SOAP Notes)
• MedSiteAI (Websites + Full Integration)

Limited-time offer: First month free for Tebra users (mention code TEBRA-AISS2024). Note: Screenshots would ideally show:

1. Tebra API settings page.
2. AISS Voice Agent call flow builder.
3. AI Scribe’s SOAP note preview in Tebra.
4. Analytics dashboard (call volume, note accuracy).

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