To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #AI Agents sub-folder. 

Appointment Reach Detail

Understand how many patients are receiving communication about their appointments and view various breakdowns of that data by time, provider, event, etc.

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Branded Messaging sub-folder. 

Campaign Effectiveness

Understand the impact of Campaigns and Recurring Campaigns through response rate, patient reach, booked appointments, and delivery metrics. Use this to compare Campaign methodologies and gauge patient interest.

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

This dashboard tracks Conversation Flow usage and identifies appointments completed by patients following their interaction with a Conversation Flow. 

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

Understand the total Conversation Flows initiated, count of appointments scheduled for patients within 72 hours of receiving a Conversation Flow, the appointment generation rate, and more. 

Conversation Flows Effectiveness Dashboard

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

Conversation Flows Patient Journey

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

Understand the patient journey through Conversation flows, identifying drop-off points and the specific reasons for step failures.

Conversation Flows Portal Enrollment

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

Identify the portal enrollments of patients who interacted with a given Conversation Flow.

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

This dashboard provides a chronological overview of patient responses to Conversation Flows by question asked in the Flow.

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

Understand the effectiveness of the "Two Step Cancellation Verification" Conversation Flow. 

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Conversation Flows sub-folder. 

Identify the different patients respones to a Conversation Flow and understand the most common responses patients send it to questions sent.

Deliverability Dashboard

Understand communication delivery by each communication method (text, call, and email) for Triggers, Campaigns, Bulk Messages, and manual messages.

Review Frequency: Quarterly 

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the Enterprise Analytics sub-folder.

Review Enterprise metrics that show the effectiveness of Artera, while helping you discover areas for opportunity.

Review Frequency: Regularly

Executive Dashboard

This dashboard contains data on patient reach, response rates, staff messaging, late cancellation rates, and patient response time for your chosen time frame compared to the past 12 months.

Review Frequency: Weekly 

Harmony Messaging Insights Dashboard

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Harmony Insights sub-folder.

Gain valuable insights with a unified view of key outbound communications. This dashboard includes high-level details that can help inform an organization’s communication strategy. 

Review Frequency: Monthly

This dashboard is built to provide reporting insights into your Internal Mentions functionality. The Internal Mentions dashboard indicates the cumulative Internal Mentions and percent of unresolved Internal Mentions in a given time period. 

Review Frequency: Monthly

Link Clickthrough Rate

Understand how patients interact with links shortened via Artera's link shortening service, including a breakdown of clicks by patient. This dashboard only includes the clickthrough rate for links sent via SMS.

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Harmony Insights sub-folder.

Gain insights on the value of following up with patients who do not show up for their appointments and the estimated revenue recovery as a result.

Review Frequency: Quarterly

No-Show Trends

Review no-show rates over time, including a breakdown of no-shows based on appointment reminder response (e.g. percentage of patients who did not attend their appointment after confirming their appointment).

Review Frequency: Quarterly

Patient Engagement Benchmark Report

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Harmony Insights sub-folder.

Understand how your performance compares to that of similar organizations in your cohort based on benchmarks related to important patient engagement metrics.  

Review Frequency: Quarterly

Patient Opt Out / Opt In

Review opt in and opt out trends by Patient Channel. Additionally, review how the patient opted out of SMS messaging (e.g. Patient, Artera user, etc.) and if the patient was requested to opt back into messaging by an Artera user via the Patients Area.

Review Frequency: Quarterly

Patient Response Time Dashboard

Understand how quickly you are responding to patients and see your metrics ranked against other customers.

Review Frequency: Monthly

Quick Response Dashboard

Understand how Quick Responses are being used across your Enterprise.

Review Frequency: Monthly

To access this dashboard, navigate to the #Artera Analytics Plus folder and select the #Staff AI Co-Pilot sub-folder. 

Understand how Staff AI Co-Pilot is being used across your organization and by whom. NOTE: This dashboard is only available to Harmony customers who have enabled Staff AI Co-Pilot.

Review Frequency: Monthly

User Activity

Understand which users are interacting with the platform most often and how many patients they are contacting.

Review Frequency: Quarterly

Look

Description

Trigger Link Tracking Report

This report tracks links sent via Triggers.

Bulk Messages Effectiveness Report

Understand who sent a Bulk Message, how many patients were reached, and the response volume.

Build Report

Understand your Enterprise's Practice, Line, and Location breakdown in a data table format for troubleshooting purposes or as a validation for configuration updates.

Campaign Deliverability

Understand how many of your Campaign messages are delivered successfully.

Campaign Patients with Undelivered Outreach

This gives you the ability to select a Campaign and see which patients did not receive the outreach for that Campaign.

Campaign Responses

This report shows inbound message content and details from patients who have responded to Campaigns. This can be filtered by Campaign, keywords, and date range.

Custom PRT Look

This offers the ability to choose custom time periods from the standard PRT framework. Please note that PRT data is updated on an hourly basis.

Deliverability by Trigger

This allows you to examine deliverability of messages by Trigger and Trigger message date.

Full Triggers Breakdown Report

This report shows all Triggers created for a Practice, along with a very granular view of associated fields, such as Trigger Modules, Events, IDs, verbiage in English and Spanish, etc. 

Inbound Keyword Triggers

Inbound Keyword Report

Understand what patients are saying and use this data to create Inbound Keyword Triggers, Quick Responses, and/or manual Messaging guidance.

Inbound Message Volume

This report displays information on the number of inbound messages and unique number of patients sending those messages. This excludes common responses, such as “Y," "N," "Confirm." This report helps gauge what patients are texting in to determine other questions, comments, and/or concerns they can resolve with an Inbound Message Trigger.

Manual Messaging

View the messages sent directly to patients by Artera users.

Opt-out/in via Short Codes or Mass Messaging Number

This report should only be used for opt-outs/ins regarding short codes.

Opt Outs

View the patient IDs of patients who opted out of receiving text messages from Artera.

Patient Message History

This report provides a comprehensive list of message details for a given patient over a specified time frame.

Campaign - Patient Opt Out

Understand which patients opt out of text messaging after receiving a Campaign.

Appointment Reminder Responses by Status

This report displays patient response rate to appointment reminders, by day and status, over a selected time frame. 

Patients that Exist in Artera (Verified and Unverified)

This report contains a complete list of Artera patients and their classification as "verified" or "unverified". This report does not display patients without a Patient ID/MRN.

Artera Form Results

Review Artera Form results.

Practice and Location Information

Review the Location Resource information for each Practice, including the location's name and address.

Response Rate by Trigger

This report displays patient response rates to appointment reminders by Trigger.

Response Rate by Trigger by Date

This report displays patient response rates to appointment reminders by Trigger and by date.

Undelivered Messages

Understand who has not received your SMS communication.

Undelivered Messages by Practice and Line

Understand who has not received your SMS communication by Practice and line. Results include message date, Practice and line name, MRN, patient phone number, and message class (Trigger, Campaign, manual message, etc).

"Wrong Number" Inbound Messages

This report shows any patient that has texted "wrong number" in the past 7 days.