Artera Automations Overview
- Get Started
- Release Notes
- Triggers
- Patient Channel
- Troubleshooting and FAQ
- Patient Facesheet
- Technical Specifications
- Insights & Analytics
- Collaborative Inbox
- Conversation Flows
- Campaigns
- Lines & Resources Requests
- Lines, Events, Resources
- SMS Basics
- Automations
- Referrals
- Add-Ons
- Users and Groups
- Platform Settings and Configuration
- Self-Rescheduling
- Recalls
- Marketplace
ATTENTION: Triggers is now available to all customers. Triggers offer a streamlined process for building, configuring, and managing automated messages. All Automations over the coming months will migrate to the new Triggers tool. For more information, click here.
Drive efficiency with Artera Automations. By automating routine staff activities (such as appointment reminders or sending the location address), you can reduce the amount of manual tasks your staff needs to complete, allowing them to tackle more complex tasks.
Enterprise Users can set up Automations that can be used across Practices. This functionality allows you to set a standard for your organization by controlling when messages are sent and creating a consistent brand voice. Additionally, creating Automations at the Enterprise and enabling at each Practice drives efficiency and consistency. There are multiple types of Automations that can be created within Artera. Some require specific integration efforts and may require an additional project to implement if you decide to expand your use of Artera.
Automation Modules
- Appointment
- Inbound Message
- Recalls
- Referrals
- General Automation Topics
FAQs
What happens when an Automation is paused?
When an Automation is paused, it stops sending messages. Once the Automation is restarted, it will not attempt to catch up on any messages missed during its paused period.
What is the number represented in the "Msgs Sent" column on the Practice Automations page?
This is the number of messages sent by the Automation. This value resets within a 24-hour period of the last automated message that was triggered. The message counts displayed are based on activity from the prior 168 hours.