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

Automated Consent Forms and Patient Agreements:

When a patient books an appointment in Tebra, pre-filled consent forms or intake documents are automatically sent via Dropbox Sign for electronic signature. Once signed, the completed forms are automatically synced with the patient’s profile in Tebra, ensuring seamless access for staff. Accelerates patient onboarding by eliminating manual paperwork. Ensures legal compliance with securely stored, signed documents.

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Treatment Plans and Authorization Forms Workflow:

After a consultation, treatment plans, payment authorizations, or service agreements generated in Tebra are sent to patients through Dropbox Sign for e-signature. Once signed, the documents are automatically stored in Tebra and shared with relevant care teams. Reduces delays in treatment by automating document approval processes. Ensures consistency and accessibility by syncing signed agreements directly with patient records.

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Recurring Payment Authorization and Billing Agreements:

For patients enrolled in subscription services or recurring treatments, Tebra sends billing authorization forms via Dropbox Sign. Upon signature, Tebra updates the patient’s billing profile, triggering recurring invoices or automatic payments. Enhances cash flow by ensuring timely billing authorizations. Minimizes administrative workload with automated recurring billing setups.