Connect Tebra (Kareo) to Asana and create healthcare automations

Task Creation for Patient Follow-Ups and Appointments:

When an appointment is booked or completed in Tebra, Asana automatically creates follow-up tasks for staff (e.g., scheduling the next appointment, sending follow-up instructions, or conducting post-visit surveys). Tasks are assigned to specific team members with due dates to ensure timely follow-through. Ensures that no patient follow-up or critical task is missed. Improves coordination among staff by assigning clear responsibilities.

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Care Plan and Treatment Task Management:

After a patient visit or diagnosis is entered into Tebra, a care plan can trigger a series of tasks in Asana (e.g., medication reminders, physical therapy sessions, or lab tests). Tasks can be grouped under projects for specific patients or care plans to track progress systematically. Enhances care coordination by organizing tasks related to treatment plans. Provides visibility into patient care progress through Asana’s dashboards and task tracking features.

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Administrative Task Automation and Notifications:

When key administrative events occur in Tebra (e.g., overdue payments, insurance verification required), corresponding tasks are automatically created in Asana. Notifications ensure that the appropriate team members are alerted to handle the task, and Asana tracks progress until completion. Improves efficiency by automating routine administrative tasks. Reduces delays by ensuring staff is notified and accountable for critical tasks.