Tebra tips, tricks, and shortcuts can feel like unlocking secret levels in a video game. We know there’s a faster, more efficient way to manage patient information, streamline billing, and keep your practice running smoothly, but where are these mystical cheat codes hidden?
Grab your metaphorical cheat sheet because, in this article, we're diving into some Tebra tips, tricks, and shortcuts. We’ll uncover some hidden gems and handy shortcuts to help save you time and make your workday a whole lot smoother. Whether you’re a seasoned Tebra pro or just starting out, you might discover a few new tricks up your sleeve.
Harnessing the Power of Text Shortcuts
Imagine this: You’re writing patient notes and find yourself typing the same phrases repeatedly.
Every time you type “patient reports feeling anxious,” you could copy and paste a pre-written paragraph detailing symptoms and observations. Or, you could utilize Tebra’s handy text-expanding feature. No need to install Tebra again to get this working.
With text shortcuts, you can create shorthand codes for frequently used phrases, entire paragraphs, or even commonly billed procedures. No more tedious typing—just a few keystrokes, and voila.
Tebra magically expands your shortcut into the full text, saving you precious minutes on every note, treatment plan, or patient interaction. There is no need to search the site, as it's already at your fingertips.
Editor's Note: If you're serious about saving time by doing more in less time, try the tool that healthcare companies like Nuance and WebPT have turned to, Magical.
Magical is a productivity tool that eliminates repetitive tasks like data entry, auto-filling forms, setting up keyboard shortcuts, and transferring data between systems securely. You can integrate Magical with Tebra and set up automations between any two systems.
Creating Your Shortcut Arsenal
Ready to work smarter, not harder? Follow these simple steps to unlock this time-saving feature and start creating shortcuts:
- Hover over the “User” icon in your Tebra interface and select “My Settings.”
- Click “Text Shortcuts”—this is your command center for efficiency.
- Click “+New” to open the “Define New Shortcut” window, where the magic happens.
- Get creative and name your shortcut. Something easy to remember works best, like “AnxietySymptoms” or “BillInsuranceConsult.”
- Now, enter the full text you want to be associated with this shortcut. This is where you paste that long paragraph about anxiety symptoms or a standard insurance consult note.
- Click “Create,” and there you have it – your personalized shortcut, ready to be deployed.
Unlocking Efficiency: How Text Shortcuts Can Revolutionize Your Workflow
From speeding up charting to streamlining billing processes, these shortcuts can truly level up your daily Tebra experience:
- Faster Charting: Input common diagnoses, patient instructions, or even entire consultation summaries with a few keystrokes, freeing up more time to focus on patient care.
- Consistent Communication: Ensure all patient communication is uniform and adheres to your practice standards. Create shortcuts for commonly asked questions or appointment reminders to ensure everyone on your team sends consistent messaging.
- Streamlined Billing: Quickly add frequently billed codes, procedure descriptions, or insurance plan details with pre-set shortcuts, reducing errors and speeding up the billing process.
- Improved Accuracy: Reduce the risk of typos and inconsistencies. No more second-guessing yourself over a misspelled medical term.
- Enhanced Accessibility: Empower your entire team, regardless of tech-savviness, to work efficiently and effectively. No more struggling with complex interfaces—just a simple shortcut does the trick.
Exploring Tebra’s Hidden Features
Text shortcuts are just the tip of the Tebra iceberg. Delve deeper, and you’ll discover a treasure trove of hidden features and powerful tools waiting to be explored.
Custom Reports: Unveiling Key Insights
Need a bird’s-eye view of your practice’s financial health or patient demographics? Tebra allows you to build custom reports with the Microsoft Excel Add-in.
This feature gives you the flexibility to slice and dice data, analyzing practice performance, and identifying areas for improvement. Track your most important metrics and gain valuable insights to make more informed decisions about your practice.
To get started creating custom reports, you will want to first go to the Help Center for more information.
Navigating the Dashboard: Your Personalized Command Center
Tebra’s dashboard is the launchpad to streamlined workflows, offering a centralized hub for managing your daily tasks and keeping track of crucial information. Based on your role within the practice, your dashboard can be customized to showcase the most important information relevant to your tasks.
Access everything from appointment schedules and patient charts to billing reports and communication logs.
Tebra: Your Partner in Practice Success
The healthcare industry is constantly changing, and keeping up with everything can feel overwhelming. Tebra’s suite of tools, combined with smart use of time-saving Tebra tips, tricks, and shortcuts can empower your practice to work smarter. From streamlining administrative tasks to enhancing patient care, Tebra can help you stay organized, efficient, and focused on what matters most – delivering exceptional patient care.
Complete List of Tebra Tips, Tricks, and Shortcuts
Here's a complete list of the most helpful Tebra tips, tricks, and shortcuts for easy reference:
General Navigation
Quick Patient Lookup:
Use the global search bar at the top of the screen to quickly find patient records, claims, and appointments without navigating through different sections.
Keyboard Shortcuts for Saving:
Press `Ctrl` + `S` to save progress on forms, notes, or patient records. This is a faster alternative to using the on-screen buttons.
Multiple Tabs:
Open different parts of the platform in separate browser tabs (e.g., one tab for patient records and another for scheduling) to multitask efficiently.
Appointment Scheduling
Appointment Drag-and-Drop:
In the calendar view, simply drag and drop appointments to quickly reschedule or adjust time slots without going through the full appointment window.
Recurring Appointments:
Set up recurring appointments by using the "Recurring" option when scheduling, which is perfect for follow-up visits or regular check-ins with patients.
Quick Appointment View:
Hover over an appointment to quickly view essential details such as patient information and the reason for the visit, saving you the time of opening each appointment.
Clinical Documentation
Use of Smart Text:
Utilize the smart text functionality when writing clinical notes. This feature allows you to create templates with fillable fields, reducing the time spent on repetitive documentation.
Autofill for Progress Notes:
Set up autofill for progress notes to automatically pull in data from previous visits, which is especially helpful for patients with ongoing treatments.
Custom Note Templates:
Create and save custom note templates for common visit types, allowing for faster and more consistent documentation across patient records.
Electronic Signature Shortcut:
Use the electronic signature option in clinical notes and documents to streamline patient consent and record-keeping. You can access this from within the patient’s profile under “Documents.”
Billing and Claims
Claims Templates:
Use claims templates for repetitive billing tasks. These templates pre-fill information for routine procedures, minimizing manual data entry.
Batch Claims Submission:
Submit claims in bulk by selecting multiple claims in the billing module, then processing them simultaneously, saving time for large patient loads.
Track Outstanding Balances:
Use the “Billing” tab in the patient profile to quickly see and manage any outstanding balances, ensuring efficient follow-up on payments and claims.
Task and Workflow Management
Task Assignment:
Assign tasks to different team members directly from the dashboard. Go to "Tasks" and assign due dates, notes, and priorities, helping you manage administrative workflows.
Task Reminders:
Set reminders for important tasks or follow-ups by configuring alerts in the “Tasks” module. This ensures that deadlines are met without needing manual tracking.
Daily Dashboard Overview:
The daily dashboard provides a comprehensive overview of all outstanding tasks, overdue items, and patient appointments. This helps prioritize your day and manage work efficiently.
Patient Communication and Engagement
Client Portal Access:
Use the "Patient Portal" feature to give patients easy access to their health information, appointment scheduling, and secure messaging. This reduces administrative load while improving patient satisfaction.
Automated Reminders:
Set up automated appointment reminders via text or email to minimize no-shows. Go to “Settings” → “Reminders” to customize these notifications.
Secure Messaging:
Utilize the secure messaging feature to communicate directly with patients about their health, test results, or appointment updates in a HIPAA-compliant manner.
Reporting and Analytics
Customizable Reports:
Generate custom reports based on clinical, financial, or operational data. Access this by navigating to "Reports" and using the filter options to create detailed performance insights.
Financial Overview Dashboard:
Use the financial dashboard to get a real-time overview of practice performance, billing, and collections. This helps track revenue trends and identify areas for improvement.
Patient Satisfaction Analytics:
Review patient satisfaction surveys and responses via the "Reports" section to gain insights into the patient experience and identify areas for service improvement.
A Final Word
Mastering Tebra tips, tricks, and shortcuts empowers you to provide efficient, effective patient care, manage your practice, and streamline workflows. With practice, the intuitive shortcuts, powerful tools, and streamlined workflows of Tebra become second nature, freeing up your time to focus on your patients.
If you're part of a healthcare admin team and want to know how to manage patient data and other administrative tasks more efficiently, try Magical. Magical is used at more than 50,000 companies like Dignity Health, Optum, and Zoomcare to save 7 hours a week on their repetitive tasks.
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