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KemiA's avatar
KemiA
New Member
5 months ago

Power BI integration with Tebra (Kareo) API

Hello, Our clinic uses Tebra (formerly Kareo) as our practice management system. We are exploring connecting Power BI to the Tebra API to build internal dashboards. Could anyone confirm whether Pow...
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V-yubandi-msft's avatar
V-yubandi-msft
Community Support
5 months ago

Hi KemiA ,

Thank you for reaching out to the Microsoft Fabric Community. Power BI doesn’t offer a native connector for Tebra, but you can connect using the API. Typically, you’ll use Power BI’s Web connector or a custom connector to access the API endpoints, handle authentication, and convert the JSON or XML responses into tables. It’s a good idea to review Tebra’s API documentation to identify available endpoints and test some calls in Power BI Desktop. After that, you can determine whether a direct connection or a middleware layer is better for your dashboards.

 

I hope this clarifies the situation. If I’ve misunderstood any part of your situation, please let us know.

  • KemiA's avatar
    KemiA
    New Member
    4 months ago

    Hello V-yubandi-msft,

    Thank you for your response, and kindly pardon my delayed reply.

    Following your guidance, I reached out to Tebra. They confirmed that while there is no direct integration with Microsoft Power BI, data can be exported using their Excel Add-in and then imported into Power BI.

    However, my concern with this approach is that it is manual and does not support automated or near real-time data refresh, which is important for our operational and revenue cycle dashboards.

    Given this, we are exploring connecting directly via the Tebra API as a more scalable, long-term solution.

    Tebra has provided their API integration guide below, which outlines the authentication process and integration framework:
    https://helpme.tebra.com/Tebra_PM/12_API_and_Integration/01_Get_Started_with_Tebra_API_Integration/Tebra_API_Integration_User_Guide

    Based on this, I would appreciate your guidance on the following:

    • Best practices for connecting REST APIs to Power BI (Web connector vs. custom connector)
    • Handling authentication within Power BI (API key vs. OAuth)
    • Recommended approaches for enabling automated data refresh
    • Whether using Azure Data Factory or another Microsoft tool as middleware would be advisable

    Our goal is to build automated dashboards to effectively monitor operational performance and revenue cycle metrics.

     

    I appreciate your guidance and look forward to your response.

     

    Best regards,
    Kemi

    • KemiA's avatar
      KemiA
      New Member
      4 months ago

      Hello V-yubandi-msft,

       

      Thank you again for your guidance.

       

      We have decided to temporarily proceed with exporting data from Tebra to Excel and connecting it to Microsoft Power BI to begin building our dashboards.

       

      That said, our long-term goal remains API integration for automation, so I would still appreciate your guidance on the questions shared earlier when you have a moment.

       

      Thank you again,
      Kemi

      • V-yubandi-msft's avatar
        V-yubandi-msft
        Community Support
        4 months ago

        Thanks for sharing the update and the details here. Please stay connected with the community for any further discussions or clarifications on this topic.