Connect Tebra (Kareo) to Adobe Sign and create healthcare automations

Automated Consent and Intake Form Collection:

When a patient schedules an appointment in Tebra, Adobe Sign automatically sends pre-filled consent or intake forms to the patient for electronic signature. Once signed, the documents are automatically saved to the patient’s profile in Tebra, ensuring easy access for staff. Accelerates the onboarding process by eliminating manual paperwork. Ensures compliance by securely storing signed documents in Tebra.

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Treatment Plans and Authorization Workflows:

After a consultation, Tebra generates personalized treatment plans or payment authorization forms and sends them to the patient via Adobe Sign. Once the documents are signed, they are synced back to Tebra, ensuring providers and care teams have immediate access to approved plans. Reduces delays in treatment and authorization by automating the approval process. Improves coordination among care teams with real-time access to signed documents.

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Recurring Billing and Payment Authorization Forms:

For recurring services or subscription-based treatments, Tebra triggers Adobe Sign to send billing authorization forms to patients. Upon signature, Tebra updates the patient’s billing profile to enable recurring payments or generate invoices automatically. Streamlines revenue management by automating recurring billing authorization. Reduces administrative workload with automated payment setups.