Connect Tebra (Kareo) to Microsoft Excel and create healthcare automations

Automated Patient Data Export and Tracking:

When new patient records or updates are entered in Tebra, the data is automatically exported to Microsoft Excel. Excel sheets are populated with patient demographics, visit histories, or treatment plans, enabling staff to track patient progress and trends. Reduces manual data entry and ensures accurate patient tracking. Facilitates better decision-making with real-time data exports.

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Appointment and Billing Analytics Dashboard:

Tebra exports appointment data (scheduled, canceled, completed) and billing records directly to Excel. Excel’s built-in features can be used to create dashboards that track patient attendance, no-show rates, revenue trends, and outstanding balances. Provides actionable insights into operational performance and financial health. Simplifies reporting with automated data feeds and visual dashboards.

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Payment Reconciliation and Overdue Balance Tracking:

Tebra sends payment and billing data to Excel, where formulas automatically calculate outstanding balances, payment histories, and overdue accounts. Staff receive alerts based on Excel logic when follow-ups are required, ensuring timely payment collection. Improves cash flow management by automating payment reconciliation. Reduces manual tracking errors and ensures timely follow-ups.