Use this skill when working with Tebra/Kareo practice management, medical billing, patient records, appointment scheduling, encounter workflows, insurance authorizations, payment posting, or any healthcare PM integration. Also use when the user mentions Tebra, Kareo, superbills, CPT codes, ICD-10 codes in a billing context, or practice management operations.
This skill provides guidance for using the Tebra MCP server tools effectively.
tebra_search_patients — Search by name, DOB, MRN, insurance, and 17 other filterstebra_get_patient — Full patient record with insurance and authorizationstebra_create_patient — Register new patient with demographics, insurance, guarantortebra_update_patient — Update demographics, contact info, insurancetebra_get_all_patients — Bulk paginated retrieval (cursor-based)tebra_get_appointments — Search with 13 filters (status, provider, location, reason, date ranges)tebra_get_appointment_detail — Full detail including recurrence rules and group datatebra_create_appointmenttebra_update_appointment — Reschedule, check-in, no-show, canceltebra_delete_appointment — Permanent deletion (prefer update with status=Cancelled)tebra_get_appointment_reasons — List appointment types with durations and IDstebra_get_encounter — Encounter details with charges and procedurestebra_create_encounter — Create superbill with diagnoses (ICD-10) and procedures (CPT)tebra_update_encounter_status — Move through Draft -> Review -> Approved -> Rejectedtebra_get_charges — Search with 17 filters (date, provider, code, status, payer)tebra_get_payments — Payment records with date, payer, batch filterstebra_create_payment — Post payment (cash, check, credit card, EFT)tebra_get_transactions — Granular transaction-level datatebra_get_patient_authorizations — Auth numbers, approved/used/remaining visits, expirytebra_check_insurance_eligibility — Eligibility approximation from on-file datatebra_get_providers — Provider directory with IDs, NPI, specialtiestebra_get_service_locations — Office locations with addresses and NPItebra_get_practices — Practice metadata (NPI, TaxID, contacts)tebra_get_procedure_codes — CPT code catalog with feestebra_create_document — Upload PDF/image to patient chart (80+ label categories)tebra_delete_document — Remove documenttebra_validate_connection — Health check / credential validationtebra_get_throttles — Per-endpoint rate limit infoTools prefixed tebra_fhir_ provide allergies, medications, conditions, vitals, lab results, immunizations, procedures, care plans, care team, diagnostic reports, documents, and devices.
tebra_get_providers — resolve provider name to IDtebra_get_service_locations — resolve location to IDtebra_get_appointment_reasons — resolve appointment type to reason IDtebra_search_patients — find the patienttebra_create_appointment — create with all IDstebra_create_encounter — with patient ID, provider ID, diagnoses, procedurestebra_update_encounter_status — move to "Review"tebra_update_encounter_status — move to "Approved" (triggers billing)tebra_search_patients — find the patienttebra_create_payment — with amount, method, reference numbertebra_get_patient_authorizations — check remaining visits and expiryThe Tebra API enforces per-endpoint rate limits (e.g., GetPatient 250ms, GetPatients 1000ms). The MCP server handles this automatically with pre-emptive throttling. If you get a 429 error, wait and retry.