For Tebra (Kareo + PatientPop) Independent Practices

AI Agents for Tebra EHR

Voice and browser agents that work inside Tebra (formerly Kareo and PatientPop). Patient calls, prior auth, and eligibility handled around the clock, so your front desk can focus on the practice.

24/7
Inbound coverage, so no patient call rolls to voicemail during lunch or after hours.
Off your desk
Front-desk phone burden on independent practices running Tebra or Kareo.
4 week
Implementation timeline alongside Tebra, with forward-deployed engineers tuning to your practice.
01

AI Voice Agents for Independent Practice Calls

Inbound and outbound patient calls answered by AI in seconds: scheduling, rescheduling, new-patient intake from PatientPop web leads, refills, and result callbacks. Every transcript flows back into Tebra, linked to the correct patient and encounter.

SchedulingIntakeRemindersRefillsResultsRecalls
NEW PATIENT INTAKE AI: Calling the PatientPop web lead Patient: Do you take Aetna PPO? AI: Yes. Booked Tuesday 10 AM in Tebra.
02

Browser Agents That Operate Tebra EHR & Billing

AI browser agents log into Tebra the same way your staff does. They pull patient context, submit prior authorizations, verify eligibility through payer portals, and write structured notes back into the Tebra encounter. No custom API build required.

Tebra EHRTebra BillingAvailityWaystarPayer Portals
BROWSER AGENT → Login to Tebra (Kareo Clinical) → Open tomorrow's schedule → Submit PA for MRI #2190 ✓ Approval logged to Tebra chart
03

Prior Authorization Automation for Tebra Practices

For medications (behavioral health, specialty drugs), imaging, procedures, and DME, Flexbone's agents submit PA requests through payer portals, call payers when portals fail, track status, and post approvals back to the Tebra encounter.

PA TRACKER MRI Lumbar #2190 Approved PA submitted via Aetna portal Status check call placed Approval # received Posted to Tebra encounter
04

Eligibility Verification & Denial Management for Tebra

Real-time eligibility checks across 25+ payer portals before every visit, with behavioral health carve-out and telehealth parity built in. Denial letters ingested via OCR, root cause classified against the Tebra encounter, and corrected claims pushed back to clearinghouses.

270/271AetnaUHCBCBSCignaMedicare
DENIAL WORKFLOW Flexbone Tebra Waystar Availity
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Operations

Why Independent Practices Run on Tebra

Solo physicians and small groups run their whole clinical and billing stack on Tebra. The pain sits at the edges of the chart: phones rolling to voicemail during lunch, prior auth calls eating hours of front-desk time, and denials that never get appealed because nobody has the bandwidth.

Flexbone sits alongside Tebra instead of replacing it. Voice agents answer patients around the clock. Browser agents log into Tebra and payer portals the way your staff does to verify eligibility, submit PAs, and write back to the encounter. See the healthcare calls page for the voice deployment pattern.

Implementation

Live in Four Weeks Alongside Tebra

Forward-deployed engineers configure Flexbone to your practice's specific Tebra workflows, specialty mix, payer panel, and PatientPop lead flow, without pulling your physician off the floor.

Week 1 — Discovery

We map your Tebra clinical and billing workflows, specialty details, payer panel, call patterns, and PatientPop lead volume.

Week 2 — Build

Voice agents trained on your appointment types and intake scripts. Browser agents configured against Tebra EHR, Tebra Billing, and your payer portals. Phone system integration goes live.

Week 3 — Supervised Go-Live

Real patient calls and PA submissions run through Flexbone under staff supervision. Edge cases escalate to humans during the ramp.

Week 4 — Optimization

We tune routing accuracy, refine specialty call flows, and verify Tebra writebacks. Forward-deployed engineers stay engaged post-launch.

Use Cases

Built for Independent 1-10 Physician Practices

AI agents configured for the specialties where Tebra is common, with call flows and PA logic tuned to each.

Solo Physician Practices

AI handles scheduling, refills, and intake 24/7, growing alongside PatientPop lead flow without adding headcount. Every call logs cleanly to Tebra.

2-10 Provider Groups

Routing by physician, insurance, and appointment type. AI handles call spikes your front office can't, posting every interaction to the right provider's Tebra schedule.

Mental & Behavioral Health

High-volume intake from PatientPop web leads, behavioral health PA logic for medications and therapy units, and crisis-call escalation rules tied to Tebra.

Women's Health & OB-GYN

Annual wellness recalls, prenatal appointment cadence, well-woman vs problem-visit coverage checks, and fast PA turnaround for imaging and procedures in Tebra.

Pediatrics & Family Medicine

Well-child reminders, immunization recalls, school physical surges, and Medicaid eligibility re-verification. AI handles guardian-communication volume at scale.

Multi-Location Groups

Specialty call flows across every location in a single deployment. AI agents route by provider, site, and payer. One Flexbone tenant covers every site.

HIPAA Compliant

AES-256 at rest, TLS 1.3 in transit. PHI never leaves your compliance boundary.

SOC 2 Type II

Independently audited. BAA signed before any production data flows.

Full Audit Trail

Every AI action logged with transcript, timestamp, and Tebra writeback record.

Human-in-the-Loop

Configurable escalation rules. Your staff stays in control of every edge case.

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FAQ

Frequently Asked Questions

Tebra is the cloud-based EHR, practice management, billing, and patient engagement platform formed in 2021 when Kareo and PatientPop merged (rebranded to Tebra in 2022). It serves small-to-medium independent practices across specialties like mental health, women's health, pediatrics, and family medicine.

Yes. Voice agents handle inbound and outbound patient calls: scheduling, reminders, new-patient intake, refills, and result callbacks. Browser agents log into Tebra EHR, billing, and payer portals to submit prior authorizations, verify eligibility, post charges, and write structured updates back into the Tebra encounter.

Yes. Kareo Clinical, Kareo Billing, and Kareo Engage customers have been migrated to the unified Tebra platform. Flexbone deploys against the Tebra UI your staff logs into today, whether the practice still refers to it as Kareo or has adopted Tebra branding.

Yes. Flexbone is HIPAA compliant with SOC 2 Type II controls, AES-256 encryption at rest, TLS 1.3 in transit, role-based access control, and complete audit trails for every AI action. Patient data never leaves your compliance boundary, a critical requirement for independent practices running Tebra without a dedicated IT team.

Four weeks from contract to first production calls. Week 1 is discovery, mapping your specialty mix, appointment types, payer panel, PatientPop lead flow, and Tebra workflows. Week 2 is build and integration. Week 3 is supervised go-live. Week 4 is optimization with forward-deployed engineers tuning the system to your independent practice's specific call patterns and edge cases.

Yes. Flexbone handles the full PA workflow for Tebra practices: medications, imaging, procedures, and DME. Agents submit PA requests through payer portals, call payers when portals fail, track status, and post approvals back to the Tebra encounter.

New-patient intake (often routed from PatientPop web leads), scheduling and rescheduling, no-show recovery, eligibility verification, PA status, refill requests, lab and imaging result callbacks, recall and reactivation outreach, and billing questions. All recordings, transcripts, and outcomes are written back to the Tebra chart.

Get Started

Add AI to Your Tebra (or Kareo) Practice

Forward-deployed engineers, four-week implementation, HIPAA compliant. See what AI voice and browser agents can do for your practice on Tebra.

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