Jotform to Tebra Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Tebra. It updates existing patient record or creates a new one - no manual entry required.
What this workflow does
This workflow connects Jotform submissions directly to your Tebra. Once a patient submits a Jotform, the workflow searches Tebra to see if the patient already exists. If a match is found, their existing record is updated with the latest information. If no match is found, a new patient profile is created in Tebra automatically. The entire process ensures real-time syncing of new and returning patient data with zero administrative overhead.
Why it matters
Manually entering or updating patient information in Tebra can lead to duplicate records, delays, and errors - especially during high-volume intake periods. This workflow ensures clean, consistent patient records from the start, helping your front desk team focus on care coordination instead of data cleanup.
Who this is for
This template is for practices using Jotform to collect patient intake forms and Tebra as their EHR. It’s designed for medical offices, admin teams, and clinical staff who want to automate intake syncing without relying on developers or IT support.
Key benefits
• Auto-create or update patients in Tebra from every Jotform submission
• Prevent duplicate records and improve data accuracy
• Speed up new patient onboarding and follow-up workflows
• Save staff hours on manual data entry and verification
• Fully HIPAA-compliant—no coding or technical setup required
