AFI
Tebra
Tebra (Kareo) is a healthcare platform. Advanced Form Integration sends form submissions to Tebra (Kareo), so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Tebra (Kareo) account.
- An API key from Tebra (Kareo) (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Tebra (Kareo) API key
Tebra (Kareo) authenticates with an API key.
- Sign in to your Tebra (Kareo) account.
- Navigate to the API or integrations section in your account settings.
- Generate or copy your API Key.
- In WordPress, go to AFI → Settings → Tebra (Kareo), click Add New Account, and paste the key.
Connect Tebra (Kareo) to AFI
- In WordPress, go to AFI → Settings and open the Tebra (Kareo) tab.
- Click Add New Account and paste the API key or token.
- Give the account a name you will recognise.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Tebra (Kareo). - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Tebra (Kareo).
- In Task, choose Create Patient.
- Pick the saved account in the Tebra (Kareo) Account dropdown.
- Map your form fields onto the Tebra (Kareo) fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Patient
Creates a new patient record from the form submission.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | customerKey |
No | YYYY-MM-DD |
| Gender | gender |
No | M / F / U |
| SSN | ssn |
No | |
| Street | address |
No | |
| City | city |
No | |
| State | state |
No | |
| Zip | zip |
No | |
| Case Type ID | caseTypeId |
No | |
| Note | note |
No |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Tebra (Kareo) when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Tebra (Kareo)
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
API key rejected
Copy the key directly from Tebra (Kareo) with no leading or trailing spaces. If the key was revoked or regenerated, update it in AFI → Settings → Tebra (Kareo).