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Tebra / Kareo

Connect Captiva with Tebra to align patient acquisition with independent practice operations.

Why It Matters

Tebra / Kareo sits close to the operational center of independent medical practices, bringing together EHR, scheduling, billing, patient engagement, and practice growth workflows. Those workflows show what happens after a patient clicks, calls, submits a form, or requests an appointment. When marketing and practice operations remain disconnected, teams can miss follow-up, promote services without available capacity, and struggle to understand which channels produce real patients rather than leads alone. A thoughtful connection with Tebra / Kareo helps close that gap and gives growth decisions more operational context.

What Captiva Manages

Captiva connects patient acquisition workflows with Tebra / Kareo where supported and authorized. It can coordinate lead and appointment context, recognize booking and cancellation outcomes, support follow-up triggers, and connect marketing sources to downstream patient actions without changing clinical documentation. Captiva uses the available operational signals to improve website conversion, advertising, CRM workflows, patient communication, and capacity-focused campaigns. The result is a more connected growth system built around what the practice can actually serve, not just surface-level traffic and lead volume.

Tebra / Kareo

Category

Practice Software

CRM

Scheduling

Patient Communication

Payments

Included in

Professional Plan

Turn patient demand into booked appointments