Tebra Co-Pay Management Support
Budget: $15 – $25 USD
I am a solo psychotherapist who sees enough clients each week to generate roughly 12 – 25 co-pays. Until now I have been logging every payment by hand, but I want to hand the task over completely. What I need is full management of these co-pays directly inside the Tebra platform.
Your work will include entering each co-pay at the time it is received—or at latest within 24 hours—making sure it is matched to the correct appointment, reconciling the running balance, and flagging any discrepancies so I can follow up with the client or their insurer. Accuracy and HIPAA-compliant handling of data are non-negotiable.
Key deliverables
• Timely posting of 12-25 co-pays per week in Tebra
• Ongoing reconciliation so patient ledgers always match deposits
• End-of-week summary that highlights outstanding or uncollected amounts
I have Tebra billing access ready for you along with read-only visibility to the practice bank feed for reference. If you have previous experience with Tebra, Kareo, or similar EHR billing modules, let me know. A short onboarding Zoom will get us started, after which the workflow should be largely autonomous.
Looking forward to keeping my focus on clinical work while you keep the numbers straight.
Your work will include entering each co-pay at the time it is received—or at latest within 24 hours—making sure it is matched to the correct appointment, reconciling the running balance, and flagging any discrepancies so I can follow up with the client or their insurer. Accuracy and HIPAA-compliant handling of data are non-negotiable.
Key deliverables
• Timely posting of 12-25 co-pays per week in Tebra
• Ongoing reconciliation so patient ledgers always match deposits
• End-of-week summary that highlights outstanding or uncollected amounts
I have Tebra billing access ready for you along with read-only visibility to the practice bank feed for reference. If you have previous experience with Tebra, Kareo, or similar EHR billing modules, let me know. A short onboarding Zoom will get us started, after which the workflow should be largely autonomous.
Looking forward to keeping my focus on clinical work while you keep the numbers straight.