New Patient Onboarding Automation:

When a patient submits an intake or registration form in Jotform, the data is automatically transferred to Tebra to create a new patient profile. Automates the addition of patient demographics, insurance details, and health history into Tebra without manual entry. Reduces administrative burden and human error. Provides a smoother onboarding experience by eliminating redundant paperwork.

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Appointment Scheduling and Follow-Up Reminders:

When a patient submits an appointment request or selects a time slot via Jotform, it triggers an appointment booking in Tebra’s scheduling system. Tebra sends automated appointment confirmation and reminder notifications to the patient (via email or SMS). Improves patient attendance and reduces no-shows through automated reminders. Saves staff time by automating scheduling and confirmations.

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Billing and Payment Workflow:

After a patient fills out a form in Jotform (such as a consent or treatment form), the system can automatically update their financial profile in Tebra and trigger invoice creation if required. Automate sending patient payment reminders or receipts using data from both systems. Streamlines billing processes by reducing delays in invoicing. Ensures timely payments with automated reminders and receipts.