tebra

Tebra Practice Management

This skill provides guidance for using the Tebra MCP server tools effectively.

The server is an independent open-source project, not affiliated with or endorsed by Tebra. Every tool result contains protected health information; use these tools only under a Claude plan covered by a Business Associate Agreement with Anthropic, and request only the fields a task needs (most record-returning tools take a fields argument).

Available Tool Categories

Patient Management

• tebra_search_patients — Search by name, DOB, MRN, insurance, and 17 other filters
• tebra_get_patient — Full patient record with insurance and authorizations
• tebra_create_patient — Register new patient with demographics, insurance, guarantor
• tebra_update_patient — Update demographics, contact info, insurance
• tebra_get_all_patients — Bulk paginated retrieval (cursor-based)

Appointments

• tebra_get_appointments — Search with 13 filters (status, provider, location, reason, date ranges)
• tebra_get_appointment_detail — Full detail including recurrence rules and group data
• tebra_create_appointment — Requires provider ID, location ID, reason ID, patient ID, start time
• tebra_update_appointment — Reschedule, check-in, no-show, cancel
• tebra_delete_appointment — Permanent deletion (prefer update with status=Cancelled)
• tebra_get_appointment_reasons — List appointment types with durations and IDs

Encounters & Billing Workflow

• tebra_get_encounter — Encounter details with charges and procedures
• tebra_create_encounter — Create superbill with diagnoses (ICD-10) and procedures (CPT)
• tebra_update_encounter_status — Move through Draft -> Review -> Approved -> Rejected

Financial

• tebra_get_charges — Search with 17 filters (date, provider, code, status, payer)
• tebra_get_payments — Payment records with date, payer, batch filters
• tebra_create_payment — Post payment (cash, check, credit card, EFT)
• tebra_get_transactions — Granular transaction-level data