Connect Tebra (Kareo) to Docusign and create healthcare automations

Automated Patient Consent and Intake Forms:

When a new patient books an appointment in Tebra, the system automatically sends pre-filled consent or intake forms via DocuSign. Once signed, the completed forms are automatically saved in the patient’s profile within Tebra for easy access. Speeds up patient onboarding by eliminating manual paperwork. Ensures compliance with HIPAA by securely storing signed documents.

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Seamless Treatment Plan and Agreement Management:

After a consultation, treatment plans or payment agreements generated in Tebra are automatically sent to patients for e-signature through DocuSign. Once signed, the documents are synced back into Tebra to maintain complete patient records. Simplifies patient agreement processes with secure, paperless workflows. Reduces delays by enabling instant document completion and storage.

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Automated Billing Authorization and Payment Agreements:

For patients with recurring services, billing authorization forms are sent via DocuSign for signature. Once signed, Tebra updates the patient’s billing profile, triggering automated payment processes or recurring invoices. Ensures accurate and timely collection of payments with automated authorization processes. Reduces administrative burden by automating recurring payment agreements.