Skip to main content

EHR push for Tebra

Automatically transfer notes from Freed to Tebra with a single click

EHR push is a single, powerful button that automatically maps and transfers notes from Freed into Tebra/Kareo.


How does it work?

Just download and launch the Freed Chrome extension. Record your visit, then click Push to EHR. Freed will automatically transfer your note. The integration also features automatic field mapping, ensuring that Freed notes seamlessly align with Tebra's SOAP fields.

Before getting started, we highly recommend watching this 3-minute walkthrough to see the setup and workflow in action:


How to use EHR push

1. Install the Freed Chrome extension

To use EHR Push, install and pin the Freed Chrome extension. For the best experience, make sure to log in to your Freed account in the same Chrome profile where the extension is installed.

Once installed, pin the extension to your browser toolbar for quick access.

Click the Freed icon in your toolbar to open the extension and log in.

Using Microsoft Edge? The same extension works in Edge — see Freed Extension for Edge.

2. Open Tebra and launch the extension

Start by logging into Tebra in a Chrome browser tab. Navigate to the patient chart and start an encounter. From the same Chrome window, click the Freed extension icon. Freed will pop up on top of your Tebra EHR.

3. Record your visit and push

Record your visit, review, and confirm you have the correct patient's record open in Tebra. Then, click Push to EHR. Your note will transfer automatically!Notes are generated after you create a visit in Freed (desktop, mobile, or Chrome extension) and click "End Visit." Once the note processing is complete, it becomes eligible to push to your EHR.

Note: We’d love your feedback — please use the thumbs-up/thumbs-down widget or our regular support channels to share your thoughts.

Freed to Tebra Section Mapping

Your Freed note has three prebuilt sections: Subjective, Objective, and Assessment & Plan. Within each, you can add, edit, or remove subsection headers — things like "Medications and Supplements:", "Social History:", or "Chief Complaint:" — to organize your note. Freed reads these subsection headers when it pushes to Tebra. Most subsections are preserved as labels within the one Tebra field their parent section maps to; Chief Complaint is the only subsection that can be pulled out to its own dedicated Tebra field, and only when your note includes it.

Tebra Field

What Freed content lands there

Chief Complaint

Only if (a) your Tebra encounter has this field and (b) your note has a Chief Complaint subsection — for example "Chief Complaint:", "CC:", or "Reason for Visit:". If either is missing, this content isn't lost — it transfers as part of Subjective instead.

Subjective

Everything in your Subjective section that isn't pulled out as Chief Complaint — the History of Present Illness narrative and any subsections you've added, such as Medical History, Medications, Allergies, Social History, Family History, and Review of Systems. All of it lands in this one field, in note order. Tebra has no separate field for any of these subsections — if your Tebra template has one (for a Medications list or Review of Systems, for example), Freed won't fill it. Freed is instructed to add to existing text here rather than replace it — if this field already had content before your push, double check that your new content was added rather than overlapping with it.

Objective

Everything in your Objective section lands in this one field — physical exam findings, vital signs, labs, imaging, and, for behavioral health notes, Mental Status Exam content (including Mood and Affect subsections). Tebra has no specialty-specific exam destinations — everything lands here together. Freed is instructed to add to existing text here rather than replace it — if this field already had content before your push, double check that your new content was added rather than overlapping with it.

Assessment

Freed identifies the Assessment-related content for each diagnosis within your combined Assessment & Plan section and places it here, with diagnosis headers preserved. For behavioral health notes, evaluative content — risk assessment narrative, progress toward goals, clinical impressions — most likely lands here too.

Plan

Freed identifies the Plan-related content for each diagnosis within your combined Assessment & Plan section and places it here, separate from Assessment, with diagnosis headers preserved here as well. For behavioral health notes, action-oriented content — safety plans, homework, between-session assignments — most likely lands here. Patient instructions are not transferred to Tebra, even if your Tebra encounter has a Patient Instructions or similar field. Copy them over manually if you want them in your note.

Any subsection you add lands in whichever of Subjective, Objective, or the Assessment/Plan fields its parent top-level section maps to. Tebra doesn't have per-subsection destination fields of its own — Chief Complaint is the only exception — so there's no case where the same subsection could end up in two different Tebra fields depending on how it's phrased.

On the standard SOAP template, Freed fills five fields

On the standard SOAP template, the Tebra push fills at most these fields in your Tebra encounter: Chief Complaint (if your encounter shows one), Subjective, Objective, Assessment, and Plan. Everything in your Freed note is folded into those five.

In practice, that means:

  • Parts of your Subjective — History of Present Illness, Medical History, Medications, Allergies, Social History, Family History, and Review of Systems — all arrive inside the Subjective field, even if your Tebra template has separate fields for them. Freed won't fill those separate fields.

  • On the SOAP template, for behavioral health notes, Mental Status Exam content arrives inside Objective, and evaluative content (risk assessment, progress toward goals, clinical impressions) arrives inside Assessment. Safety plans and homework/between-session assignments arrive inside Plan as action-oriented content. Freed won't fill dedicated fields for these individually.

  • Patient instructions are never transferred — copy them manually.

If your Tebra template relies on dedicated custom fields (a separate Review of Systems, Medications, or history field, for example), plan to copy that content into place yourself after the push.

How Freed finds the right field in Tebra

Freed matches content based on the field labels already present in your Tebra encounter — not on how your sections are titled in your Freed note template. Renaming a section in your Freed template won't change where its content lands, since that custom title isn't part of what gets matched.

If your clinic uses a custom Tebra encounter template with unique field names, Freed still looks at the actual labels and layout on that page and matches them to the closest clinical category (Chief Complaint, Subjective, Objective, Assessment, Plan) based on the field's nearby text — it isn't limited to an exact match against standard Tebra wording. If a field's purpose can't be determined this way, Freed will skip it rather than guess.

For example, a custom template doesn't need to use Tebra's standard field names for Freed to find the right destination:

  • A psychiatry template with a field labeled "Mental Status Exam" instead of "Objective" — Freed recognizes this as exam/findings content and routes Objective-section content there.

  • A therapy/counseling template with a field labeled "Clinical Impression" instead of "Assessment" — Freed recognizes this as evaluative diagnostic content and routes Assessment-section content there.

  • A psychiatric intake template with a field labeled "Treatment & Safety Plan" instead of "Plan" — Freed recognizes this as action-oriented content and routes Plan-section content there.

  • A family medicine template with a field labeled "Physical Findings" instead of "Objective" — Freed recognizes this as exam/findings content and routes Objective-section content there, the same way it would for "Objective" or "Exam."

Freed fills at most one field for each of the five categories above. If your template has additional fields that don't correspond to one of those five — a separate Review of Systems or Patient Instructions field, for example — Freed leaves them empty rather than guessing where content belongs.

These are illustrations of how the matching works, not a guarantee for every possible custom label — unusually worded or highly specialized field names may not be recognized, in which case Freed will leave that field empty rather than place content in the wrong spot.

Psychiatric Tebra templates

If your Tebra encounter uses a psychiatric template (such as FB Psych Intake, Psych Initial Visit, or Psych Progress), Freed fills more than five fields. When your note has a clearly labeled block for it and the field exists in your encounter, Freed places that block in its own Tebra field: Psychiatric History, Family History, Social History, Review of Systems, Mental Status Exam, and Results/Tests. Psych Syndromes, Psych Impression, DSM-5, and Psych Intervention are filled only when your note has a block with that exact heading — Freed won't build them from general text. On Psych Progress, your main HPI goes into Psych Symptom/Follow Up. Any block without a matching field stays in HPI, Assessment, or Plan, so nothing is dropped. After pushing, check these dedicated fields before adding anything by hand, so content doesn't end up in your note twice.

4. Verify the note in Tebra

EHR Push is a beta feature, and you remain responsible for the accuracy of your chart. After the push finishes, switch to Tebra and confirm that:

  • The note is in the correct patient's chart and the correct encounter.

  • Every section you expected transferred, and the content landed in the right fields.

  • Patient instructions don't transfer to Tebra — add them manually if needed.

  • If a field already had content before you pushed, check that it was added to rather than overlapping or duplicating with your new content.

Review and correct anything that looks wrong before you sign the note. Freed places content into whichever chart you had open in Tebra — it cannot confirm for you that the note reached the right patient.


Troubleshooting

If the Push to EHR button is not appearing or functioning, follow these troubleshooting steps:

  1. Check your plan. EHR Push is included with Premier and Groups plans. If the Push to EHR button shows a padlock, see EHR Push for plan details.

  2. Check the Freed Chrome extension. Ensure that the Freed Chrome extension is installed and updated to the latest version.

  3. Restart Your Browser. Quitting and reopening your browser can fix temporary connection issues.

  4. Ensure you are logged into your Freed AI account. The "Push to EHR" feature requires the user to be logged in.

  5. Check browser profile alignment. Both Tebra and Freed AI should be accessed via the same Chrome profile.

  6. Remove and reinstall the Chrome Extension to ensure you’re on the latest version. If you don’t have access to EHR push, contact our customer support team.

  7. Check for partial transfers before pushing again. Freed adds to fields rather than overwriting them, so pushing the same note twice will duplicate the content. If a push goes wrong or transfers twice, undo or delete what landed in Tebra before pushing again.

  8. Make sure you're still logged in to Tebra. If Tebra logs you out during a push, Freed can lose access to the note fields and the push may stop partway or transfer nothing. Log back in, reopen the encounter, and try again — then check each field for partial content.

  9. Check your internet connection. An unstable connection can interrupt the push.

  10. Visits not appearing in the Freed extension. Open the patient encounter in Tebra, open the Freed extension, and select Visits at the bottom of the panel. Find and open the matching Freed visit. A note is only available to push after you end the visit and processing is complete.

  11. Shared visits not visible. Log out of Freed on all involved accounts, clear your browser's cached images and files, fully close and reopen your browser, and log back in. Then choose Group visits in the visit list filter.


Get Support

If you need further help or have questions, you can get in touch with our Clinician Support team in the method that works best for you:

Did this answer your question?