How to Use Tebra Like a Pro: Essential Tips and Productivity Hacks

Tebra is a game-changer for healthcare practices, helping streamline operations and make your daily workflow smoother. But are you really making the most of its features? Many users barely scratch the surface of what Tebra can do. This guide walks you through practical shortcuts, time-saving tricks, and AI-powered integrations that will help you work smarter, not harder—all while delivering top-notch patient care.

1. Speed Up Documentation with Text Shortcuts

Let’s be real—repeating the same phrases over and over is exhausting. Tebra’s Text Shortcuts allow you to create custom abbreviations that instantly expand into full sentences, paragraphs, or even templates.

How to Set Up Text Shortcuts:

1. Click on the User Icon and select "My Settings."
2. Navigate to "Text Shortcuts."
3. Select "+New" and name your shortcut (e.g., "Anxiety Symptoms" or "BillInsurance Consult").
4. Enter the full text you want to appear.
5. Click "Create" to save it.

Smart Ways to Use Text Shortcuts:

• Chart Faster: Quickly insert common diagnoses, patient instructions, or summaries.
• Keep Messages Consistent: Ensure every patient gets clear, standardized communication.
• Simplify Billing: Add frequently used codes in just a few keystrokes.
• Reduce Typos: Use shortcuts to prevent spelling errors in complex medical terms.
• Boost Team Productivity: Help your staff save time with predefined responses.

🔍 Pro Tip: Organize shortcuts by category (e.g., “/dx” for diagnoses, “/rx” for prescriptions) so they’re easier to remember.

2. Save Time with Custom Templates

Tebra’s templates take repetitive data entry out of the equation, ensuring faster, more standardized documentation. By using well-structured templates, you can significantly cut down the time spent on documentation while maintaining consistency in patient records. Custom templates also help ensure that critical information isn’t missed, keeping your documentation thorough and compliant with regulations.

How to Make the Most of Templates:

• Choose from pre-built templates or create your own.
• Save frequently used responses for quick access.
• Build specialty-specific templates for different providers or appointment types.
• Update templates regularly to stay compliant with best practices.

Why Templates Matter:

• Saves Time: Cut down documentation time by up to 70%.
• Consistency & Accuracy: Ensure all records follow the same structure.
• Reduces Errors: Minimize missing information.
• Great for Training: New team members can follow pre-set documentation styles.

3. Never Lose Your Work with AutoSave

Looking for an even smarter way to manage documentation? ScribeHealth integrates seamlessly with Tebra, using AI to transcribe conversations and generate structured notes automatically. This eliminates the need for manual data entry, reducing errors and ensuring that all critical details are captured effortlessly. By leveraging ScribeHealth, you can improve efficiency, minimize administrative burdens, and free up more time for patient care.

Few things are more frustrating than losing patient documentation. Tebra’s AutoSave ensures your work is always backed up, eliminating the risk of losing important records due to unexpected system failures. By automatically saving your work at regular intervals, you can focus on patient care without worrying about manual saving.

When Tebra AutoSaves Your Work:

✔ After 30 seconds of inactivity
✔ When switching between sections
✔ When a Text Shortcut is applied
✔ When submitting an order or completing a form
✔ During unexpected system interruptions

Best Practices for Data Security:

• Check the timestamp of your last AutoSave (at the bottom of the document).
• Regularly review auto-saved drafts.
• Manually save important changes.
• Enable cloud backup for extra protection.
• Use version history to restore previous versions if needed.

4. Maximize Scheduling Efficiency

Tebra’s scheduling tools go way beyond simple appointment booking. If you’re still manually adjusting your calendar, you’re missing out on some serious efficiency boosts. By leveraging automation, color coding, and scheduling analytics, you can optimize how appointments are managed, reduce no-shows, and ensure an even patient flow throughout the day.

Top Scheduling Features:

• Drag-and-Drop Rescheduling: Move appointments easily without clicking into menus.
• Color Coding: Instantly recognize appointment types, providers, or locations.
• Recurring Appointments: Automate follow-ups and long-term treatment plans.
• Quick View: Hover over appointments to see essential details.
• Multiple Viewing Options: Switch between daily, weekly, monthly, or provider-specific views.

Scheduling Hacks for a Smoother Workflow:

• Turn on automated reminders via text/email to cut no-shows by up to 30%.
• Enable the waitlist feature to automatically fill canceled slots.
• Use analytics to spot scheduling patterns and optimize time slots.
• Offer online booking with custom rules to streamline patient self-scheduling.
• Add buffer times between complex appointments to avoid back-to-back rushes.

5. Get Around Faster with Keyboard Shortcuts

Tired of clicking through menus? Use Tebra’s keyboard shortcuts to move through tasks quickly. Whether you're searching for patient records, navigating between sections, or saving progress, using keyboard shortcuts can significantly reduce time spent on repetitive actions.

Must-Know Shortcuts:

Ctrl + N: Create a new patient record

‍Ctrl + S: Save your progress

‍Ctrl + P: Print prescriptions or notes

‍Tab Key: Move between fields quickly

‍Ctrl + F: Search for patient records

‍Alt + H: Go to home dashboard

‍Ctrl + D: Open daily schedule

‍Ctrl + B: Open billing module

‍F5: Refresh page

‍Alt + Arrows: Navigate between tabs

More Time-Saving Tricks:

• Use the global search bar to find patient records instantly.
• Pin frequently accessed reports for one-click access.
• Customize your dashboard layout to match your workflow.
• Save browser bookmarks for direct access to key Tebra pages.

Final Thoughts: Work Smarter, Not Harder with Tebra

Tebra isn’t just another practice management platform—it’s a powerhouse of efficiency tools waiting to be explored. By implementing these strategies, you’ll be able to cut down on administrative headaches, save time, and focus more on patient care. But why stop there?

Take your productivity to the next level by integrating ScribeHealth, a powerful AI-driven tool designed to streamline your documentation process. ScribeHealth’s AI-powered scribe solution works seamlessly with Tebra, automating documentation, reducing errors, and saving you over 8+ hours every week. With automated transcriptions and intelligent summarization, your team can dedicate more time to patient care instead of paperwork.

Ready to experience a fully optimized workflow? Book a demo with ScribeHealth today and see how it can revolutionize your practice!