Home / Technical research / Tebra
Platform research
Tebra technical research.
Available source documents and verified published identifiers, with source-file and page citations. Product versions, components, release labels, and compatibility requirements retain their original context.
Sources reviewed
01 / Source documents
The materials behind the research.
Links open the publisher’s source. The document type and review status distinguish full files from web pages or landing pages.
Technical document · PDF
Kareo Clinical Template Editor Guide
Reviewed PDF
44-page legacy Clinical guide, updated May 2020, still linked by Tebra's public User Guides and Clinical pages. Covers template creation, sharing, key codes, macros, and note fields. Legacy guide date matters; it is not a 2026 release guide.
View original source : Kareo Clinical Template Editor Guide (opens in a new tab)Reviewed source file
11_Tebra/Technical_Documents/Kareo_Clinical_Template_Editor_Guide_b3f85178.pdf44 PDF pages. Citations use physical PDF pages.
Technical document · HTML
Web Platform and Mobile App System Requirements
Reviewed web snapshot
Technical client compatibility requirements for web platform and mobile apps; updated April 17, 2026. Explicitly distinguishes Desktop Application (PM) requirements.
View original source : Web Platform and Mobile App System Requirements (opens in a new tab)Reviewed source file
11_Tebra/Technical_Documents/Web_Platform_and_Mobile_App_System_Requirements_1044148b_web_snapshot.htmlTechnical document · HTML
Get Started: Tebra SOAP APIs
Reviewed web snapshot
Public integration documentation, last updated June 25, 2024, linked from Tebra Help Center. Located under Tebra PM; covers SOAP, customer-key authentication, data functions, polling, and integration patterns. Do not infer Clinical FHIR capabilities from these PM SOAP docs.
View original source : Get Started: Tebra SOAP APIs (opens in a new tab)Reviewed source file
11_Tebra/Technical_Documents/Get_Started_Tebra_SOAP_APIs_d988f29c_web_snapshot.htmlTechnical document · PDF
Get Started: Tebra SOAP APIs - API Integration Technical Guide
Reviewed PDF
Public file linked from https://helpme.tebra.com/Tebra_PM/12_API_and_Integration
View original source : Get Started: Tebra SOAP APIs - API Integration Technical Guide (opens in a new tab)Reviewed source file
11_Tebra/Technical_Documents/Get_Started_Tebra_SOAP_APIs_-_API_Integration_Technical_Guide_98c79b91.pdf129 PDF pages. Citations use physical PDF pages.
Release / certification document · HTML
Tebra CEHRT ID and attestation guidance
Reviewed web snapshot
Attestation guidance identifies Tebra (Kareo) EHR 5.1 for 2025 attestation. The support-page update date is January 7, 2026; no product release date is stated. Other listed products have separate version identities.
View original source : Tebra CEHRT ID and attestation guidance (opens in a new tab)Reviewed source file
11_Tebra/Release_and_Version_Documents/5.1_1c894443_web_snapshot.htmlRelease / certification document · HTML
Release Notes September 2026
Reviewed web snapshot
Dated account upgrade on September 23, 2026; article updated September 24, 2026. Includes Clinical resolved issues. Does not identify the dated upgrade as EHR version 5.1.
View original source : Release Notes September 2026 (opens in a new tab)Reviewed source file
11_Tebra/Release_and_Version_Documents/Release_Notes_September_2026_bfb5600f_web_snapshot.htmlSupporting resource · HTML
Tebra User Guides
Reviewed web snapshot
Official link provenance for legacy Kareo Clinical PDF.
View original source : Tebra User Guides (opens in a new tab)Reviewed source file
11_Tebra/Supporting_Resources/Tebra_User_Guides_07a7b2ae_web_snapshot.htmlSupporting resource · PDF
2023 Real World Testing Plan
Reviewed PDF
Historical interoperability test plan; attested December 12, 2022, names Kareo EHR 5.0. Regulatory testing plan, not a whitepaper or hotfix advisory.
View original source : 2023 Real World Testing Plan (opens in a new tab)Reviewed source file
11_Tebra/Supporting_Resources/2023_Real_World_Testing_Plan_4ff19450.pdf20 PDF pages. Citations use physical PDF pages.
02 / Verified identifiers
Published labels, with their source context.
These findings establish what appears in the reviewed documents. They do not establish the latest release or any organization’s installed version, build, or applicable hotfix.
Certified/attestation product version
5.1
Tebra (Kareo) EHR
EHR attestation product version. Does not establish a current tenant build or patch level.
Source citation
Tebra CEHRT ID and attestation guidance — Unpaginated (opens in a new tab)Section: CEHRT ID for 2025 Attestation
Date context: 2025 attestation context; support page updated January 7, 2026
Source file:
Source document details11_Tebra/Release_and_Version_Documents/5.1_1c894443_web_snapshot.htmlHistorical product version
5.0
Kareo EHR
Historical certified product version in a regulatory testing plan; not a 2026/current build.
Source citation
2023 Real World Testing Plan — PDF p. 4; printed 4 (opens in a new tab)Section: General Information - Product Name(s) and Version Numbers(s)
Date context: CY 2023 Real World Testing Plan; attestation dated December 12, 2022 on PDF page 2
Source file:
Source document details11_Tebra/Supporting_Resources/2023_Real_World_Testing_Plan_4ff19450.pdfAPI version
2.1
Tebra Web Services API / SOAP (PM integration)
API component version only. The guide is linked from Tebra PM API documentation; it is not Clinical/EHR build 2.1.
Source citation
Get Started: Tebra SOAP APIs - API Integration Technical Guide — PDF p. 1; printed Unnumbered cover (opens in a new tab)Section: Cover - API Integration Technical Guide
Date context: Guide updated April 2026
Source file:
Source document details11_Tebra/Technical_Documents/Get_Started_Tebra_SOAP_APIs_-_API_Integration_Technical_Guide_98c79b91.pdfDated SaaS upgrade/release
September 23, 2026
Tebra account/platform
Dated account upgrade; numeric version/build/hotfix is not given. Resolved-issues text does not name a hotfix.
Source citation
Release Notes September 2026 — Unpaginated (opens in a new tab)Section: Opening upgrade paragraph; Clinical Resolved Issues
Date context: Upgrade dated September 23, 2026; page updated September 24, 2026
Source file:
Source document details11_Tebra/Release_and_Version_Documents/Release_Notes_September_2026_bfb5600f_web_snapshot.html
03 / Research limits
What the documents do not establish.
- No Clinical/EHR build number or hotfix number verified from the downloaded files.
- 5.1 is an attestation version; the September 2026 release notes do not state that the dated upgrade is version 5.1.
- Desktop PM and mobile application version/build identities were not substituted for Clinical/EHR identifiers.
Page numbers refer to the physical pages in the reviewed PDF; printed page labels are shown where available. Web and JSON sources are unpaginated and cited by section. Publisher files and web pages may change after the review date. Research coverage reflects the available documents and does not imply vendor endorsement.
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Tell us the platform and the records available so we can discuss an assessment scope.
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