AI Agents for Tebra EHR
Flexbone deploys AI voice and browser agents that work inside Tebra (formerly Kareo and PatientPop), the cloud practice management and EHR platform used by independent 1 to 10 physician practices. The agents run patient calls, insurance eligibility checks, and prior authorization around the clock, then write every outcome back to the Tebra chart so your front desk can focus on the practice.
AI Voice Agents for Independent Practice Calls
Inbound and outbound patient calls answered by AI in seconds: scheduling, rescheduling, new-patient intake from PatientPop web leads, refills, and result callbacks. Every transcript flows back into Tebra, linked to the correct patient and encounter.
Browser Agents That Operate Tebra EHR & Billing
AI browser agents log into Tebra the same way your staff does. They pull patient context, submit prior authorizations, verify eligibility through payer portals, and write structured notes back into the Tebra encounter. No custom API build required.
Prior Authorization Automation for Tebra Practices
For medications (behavioral health, specialty drugs), imaging, procedures, and DME, Flexbone's agents submit PA requests through payer portals, call payers when portals fail, track status, and post approvals back to the Tebra encounter.
Eligibility Verification & Denial Management for Tebra
Real-time eligibility checks across 25+ payer portals before every visit, with behavioral health carve-out and telehealth parity built in. Denial letters ingested via OCR, root cause classified against the Tebra encounter, and corrected claims pushed back to clearinghouses.
How Fast Can You Go Live with Tebra?
Forward-deployed engineers configure Flexbone to your practice's specific Tebra workflows, specialty mix, payer panel, and PatientPop lead flow, without pulling your physician off the floor.
Week 1: Discovery
We map your Tebra clinical and billing workflows, specialty details, payer panel, call patterns, and PatientPop lead volume.
Week 2: Build
Voice agents trained on your appointment types and intake scripts. Browser agents configured against Tebra EHR, Tebra Billing, and your payer portals. Phone system integration goes live.
Week 3: Supervised Go-Live
Real patient calls and PA submissions run through Flexbone under staff supervision. Edge cases escalate to humans during the ramp.
Week 4: Optimization
We tune routing accuracy, refine specialty call flows, and verify Tebra writebacks. Forward-deployed engineers stay engaged post-launch.
Which Workflows Does Flexbone Automate in Tebra?
AI agents configured for the specialties where Tebra is common, with call flows and PA logic tuned to each.
Solo Physician Practices
AI handles scheduling, refills, and intake 24/7, growing alongside PatientPop lead flow without adding headcount. Calls log cleanly to Tebra.
2-10 Provider Groups
Routing by physician, insurance, and appointment type. AI handles call spikes your front office can't, posting every interaction to the right provider's Tebra schedule.
Mental & Behavioral Health
High-volume intake from PatientPop web leads, behavioral health PA logic for medications and therapy units, and crisis-call escalation rules tied to Tebra.
Women's Health & OB-GYN
Annual wellness recalls, prenatal appointment cadence, well-woman vs problem-visit coverage checks, and fast PA turnaround for imaging and procedures in Tebra.
Pediatrics & Family Medicine
Well-child reminders, immunization recalls, school physical surges, and Medicaid eligibility re-verification. AI handles guardian-communication volume at scale.
Multi-Location Groups
Specialty call flows across every location in a single deployment. AI agents route by provider, site, and payer. One Flexbone tenant covers every site.
What AI Does Tebra Offer, and Where Does Flexbone Fit?
Tebra ships its own AI assistants, and a forward-deployed agent layer covers different ground. Here is how the two fit together.
Tebra's native suite, branded Tebra AI Smart Staff, focuses on work inside the platform: AI Note Assist drafts clinical documentation from the visit for the provider to review, AI Billing Assistant reviews claims before submission, AI Voice Assistant answers patient calls, and AI Review tools draft responses to patient reviews and summarize sentiment. For a practice on Tebra, these cover the documentation and front-desk baseline that comes with the subscription.
Flexbone covers the other side of the phone and the browser: the payer work. Benefits and eligibility calls that a portal cannot answer, prior authorization submitted and tracked in payer portals, denial follow-up driven by the CARC codes on the remittance, and outbound patient workflows tuned to your specialty mix rather than a platform default. Flexbone agents are built around your payer panel and call patterns by forward-deployed engineers, and every outcome is written back into the Tebra chart. Practices run both: Tebra's assistants for in-platform work, Flexbone for the tailored call and portal work around it.
HIPAA Compliant
AES-256 at rest, TLS 1.3 in transit. PHI never leaves your compliance boundary.
SOC 2 Type II
Independently audited. BAA signed before any production data flows.
Full Audit Trail
Every AI action logged with transcript, timestamp, and Tebra writeback record.
Human-in-the-Loop
Configurable escalation rules. Your staff stays in control of every edge case.
Frequently Asked Questions
Tebra is the cloud-based EHR, practice management, billing, and patient engagement platform formed in 2021 when Kareo and PatientPop merged (rebranded to Tebra in 2022). It serves small-to-medium independent practices across specialties like mental health, women's health, pediatrics, and family medicine.
Yes. Voice agents handle inbound and outbound patient calls: scheduling, reminders, new-patient intake, refills, and result callbacks. Browser agents log into Tebra EHR, billing, and payer portals to submit prior authorizations, verify eligibility, post charges, and write structured updates back into the Tebra encounter.
Yes. Kareo Clinical, Kareo Billing, and Kareo Engage customers have been migrated to the unified Tebra platform. Flexbone deploys against the Tebra UI your staff logs into today, whether the practice still refers to it as Kareo or has adopted Tebra branding.
Yes. Flexbone is HIPAA compliant with SOC 2 Type II controls, AES-256 encryption at rest, TLS 1.3 in transit, role-based access control, and complete audit trails for every AI action. Patient data never leaves your compliance boundary, a critical requirement for independent practices running Tebra without a dedicated IT team.
Four weeks from contract to first production calls. Week 1 is discovery, mapping your specialty mix, appointment types, payer panel, PatientPop lead flow, and Tebra workflows. Week 2 is build and integration. Week 3 is supervised go-live. Week 4 is optimization with forward-deployed engineers tuning the system to your independent practice's specific call patterns and edge cases.
Yes. Flexbone handles the full PA workflow for Tebra practices: medications, imaging, procedures, and DME. Agents submit PA requests through payer portals, call payers when portals fail, track status, and post approvals back to the Tebra encounter.
New-patient intake (often routed from PatientPop web leads), scheduling and rescheduling, no-show recovery, eligibility verification, PA status, refill requests, lab and imaging result callbacks, recall and reactivation outreach, and billing questions. All recordings, transcripts, and outcomes are written back to the Tebra chart.
Tebra's native suite, Tebra AI Smart Staff, includes AI Note Assist for drafting clinical documentation, AI Billing Assistant for reviewing claims before submission, AI Voice Assistant for answering patient calls, and AI Review tools for review responses and sentiment. These assistants work inside the Tebra platform itself.
No. They cover different work and practices run both. Tebra's assistants handle in-platform tasks such as note drafting and claim review. Flexbone adds forward-deployed voice and browser agents for the payer side: benefits calls, prior authorization in payer portals, denial follow-up, and specialty-tuned outbound workflows, with outcomes written back into the Tebra chart.
Add AI to Your Tebra (or Kareo) Practice
Forward-deployed engineers, four-week implementation, HIPAA compliant. See what AI voice and browser agents can do for your practice on Tebra.