Search for patients in Tebra with flexible filters. Use query/fullName for name search, or combine specific filters like firstName, lastName, DOB, MRN, insurance, etc. Returns demographics and insurance policies.

Get full patient record from Tebra by patient ID, including insurance policies, cases, and authorizations.

Get encounter details from Tebra by encounter ID, including linked charges, diagnoses, and procedures.

Create a new encounter (superbill) in Tebra with diagnoses and procedures. Returns the created encounter ID.

Get all authorizations for a Tebra patient across all cases. Returns auth number, approved/used/remaining visits, expiry dates, and covered CPT codes.

Get appointments from Tebra within a date range. Filter by provider, patient, confirmation status, service location, reason, type, and more.

Check insurance eligibility for a Tebra patient. Examines active insurance policies and authorization history. Note: this is an approximation based on on-file data, not a real-time payer eligibility check.

Get charges from Tebra with flexible filters: date range, patient, provider, procedure/diagnosis codes, billing status, encounter status, and more. Returns charge details with payment status, amounts, and balances.

Get procedure codes configured in the Tebra practice. Optionally filter by CPT code or search term. Returns codes with descriptions and default fees.

Get all providers with IDs, names, specialties, NPI, and active status. Used to resolve provider names to IDs for appointments and encounters.

Get all service locations (offices/facilities). Required for creating appointments and encounters.

Get all appointment reasons configured in the practice. Returns reason IDs, names, default durations, and color codes.

Create a new appointment in Tebra. Requires patient, provider, service location, appointment reason, and start date.

Update an existing appointment in Tebra. Only provided fields will be changed.

Delete an appointment from Tebra by appointment ID.

Get full detail for a single appointment by ID, including recurrence rules, group data, and all resource slots.

Create a new patient in Tebra with demographics, address, insurance, and guarantor information.

Update an existing patient in Tebra. Only provided fields will be changed.

Update the status of an encounter in Tebra. Use to move encounters through the workflow (Draft, Review, Approved, Rejected).

Get payments from Tebra with optional date range and patient filters. Returns payment details with amounts, methods, and payer info.

Create a new payment in Tebra for a patient. Supports Cash, Check, CreditCard, ElectronicFundsTransfer, and Other payment methods.

Get transactions from Tebra with optional date range, type, and payer filters. Returns financial transaction details.

Get all practices associated with the Tebra account. Returns practice IDs, names, NPI, tax ID, and contact info.

Upload a document to a patient record in Tebra. Supports PDF, JPG, PNG, and TIFF files via base64 content.

Delete a document from Tebra by document ID.

Get all patients in bulk with pagination. Returns a page of patients and a continuation key for the next page. Use startKey from the previous response to get the next batch.

Set or update a patient external ID in Tebra, linking the patient to an external system.

Register a new external vendor in Tebra for external ID mapping.

Get all registered external vendors in Tebra.

Get current API rate limit (throttle) data for each endpoint. Useful for monitoring API usage.

Validate the Tebra API connection by retrieving the customer ID. Use as a health check.

Update the primary patient case in Tebra. Used to set case name and payer scenario.

Create a new appointment reason in Tebra with name, default duration, and optional color/category.