Wait — do I need a separate “Kareo (Tebra) integration” in RevSquared?

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Kareo (Tebra) part lives entirely inside the Zap you build in Zapier.

Do I need a Zapier or n8n account?

Yes — RevSquared sends a webhook, you need a tool to catch it and route it to Kareo (Tebra). Zapier (free tier covers ~100 tasks/mo) or self-hosted n8n both work.

What does the webhook payload look like?

Full call JSON: caller name, phone, email, transcript, AI summary, sentiment, outcome, captured custom fields, recording URL.

Can I customize what data goes where?

Yes — inside Zapier you map any field from the webhook payload to any Kareo (Tebra) field with point-and-click.

Webhook payloads can contain PHI — use a HIPAA-compliant Zapier plan (or n8n self-hosted) and a BAA with whoever stores the data. RevSquared signs a BAA where required.

Does Kareo / Tebra have a Zapier app?

Tebra (formerly Kareo) has limited native Zapier coverage; many teams send the webhook to a middleware step or use the Tebra API directly from n8n.

Home›Integrations›Kareo (Tebra)

Connected via Zapier

RevSquared + Kareo (Tebra). Calls become patient intakes.

Every call your AI agent takes flows into Kareo (Tebra) with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.

Start free trial See how it works

Webhook-based
Works with any Zap
Full call payload
Setup in ~5 minutes

Connected via

Kareo (Tebra)

Webhooks by Zapier
Full JSON payload per call
Fires within seconds of call end

Common workflows

Build the Zaps your front desk needs.

One webhook out of RevSquared, then any number of Zaps that route it to Kareo (Tebra). Here's what teams build.

New patient call

Kareo intake task

Demographics, insurance, and reason for visit land as an intake task ready for your front desk.

Appointment request

Scheduling queue

Preferred date and provider preference route to the scheduler with one click to confirm.

Insurance question

Billing coordinator alert

Captured plan + ID gets verified before the visit so claims clean up faster.

Prescription refill

MA workflow

Refill requests with med name and pharmacy land in the medical-assistant queue with patient context.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.

01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
02
Paste it into RevSquared once
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
03
Fire a test call
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
04
Add Kareo (Tebra) as the action
In the same Zap, add Kareo (Tebra) as the next step. Pick an action, map the webhook fields into Kareo (Tebra), and turn it on.

What you get

What you can build.

Auto-create intake tasks

Build a Zap that drops new-patient calls into your Kareo intake workflow.

Log insurance + plan ID

Capture provider, member, and plan details so billing files clean.

Track scheduling preferences

Keep date/provider preferences attached to the patient record.

Categorize by visit type

Tag follow-ups, new patients, and acute visits so dashboards stay clean.

Flag urgent symptoms

Same-day or urgent symptom calls page triage immediately.

Sync recurring patients

Repeat callers update existing records instead of duplicating.

Why teams pick RevSquared for Kareo

The honest way to wire RevSquared into your patient intake.

1 hookup

Connect once

One Zapier integration in RevSquared. Paste your Catch Hook URL and every patient call routes to it.

Many Zaps

Route however

Different Zaps for intake, scheduling, billing, and clinical tasks — all from the same call payload.

Real-time

Not batched

Posts within seconds of call end so the next-step workflow doesn't wait on a morning batch.

Common questions

Everything else you'd want to know.

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Kareo (Tebra) part lives entirely inside the Zap you build in Zapier.