Connect Tebra (Kareo) to Calendly and create healthcare automations

Automated Appointment Scheduling and Sync:

When a patient books an appointment via Calendly, the event is automatically synced with Tebra’s scheduling system, updating the provider’s calendar and patient profile. Tebra can trigger confirmation emails to patients with pre-visit instructions or forms. Eliminates double-booking and manual calendar updates. Saves staff time by automating booking workflows and improving schedule accuracy.

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Appointment Reminders and No-Show Management:

When an appointment is booked through Calendly, Tebra sends automated reminders via SMS or email leading up to the appointment. If a patient cancels or no-shows, Tebra triggers rescheduling prompts or follow-up reminders directly from Calendly. Reduces no-show rates with timely reminders. Simplifies rescheduling, ensuring fewer missed appointments and better patient engagement.

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Patient Onboarding and Intake Form Automation:

When an appointment is booked through Calendly, Tebra sends a link to intake or consent forms to the patient (or uses a connected platform like Jotform or Typeform). Submitted forms are automatically saved to the patient’s profile in Tebra, keeping everything organized before the visit. Improves patient onboarding with automated pre-visit forms. Reduces wait times at the clinic by having all patient data ready in advance.