Let’s review which patients can receive campaigns and how those campaigns will be delivered to the patient based on their available contact methods and how the campaign messages were configured. To learn more about how to send campaigns, click here. 

Eligible Patients

Artera can only send Campaigns to patients that have been added to your Artera Enterprise. These patients can be:

• Verified: Meaning that they have had a past or future appointment in Artera.
• Unverified: Meaning they were either uploaded to Artera through a future appointment load or initial patient load, created in your EMR but do not have a future appointment scheduled, or have an appointment in another Artera Practice.

Note: Patients manually added to Artera will not be eligible to receive a Campaign because they do not have a unique patient ID/MRN. Click here to learn more about Unverified Patients. Only patients who exist somewhere in the Artera Enterprise (not necessarily the Practice from which the Campaign is being sent from) will qualify to receive a Campaign.

If you need to send a Campaign to patients who are not in Artera, complete a Lines & Resources request and follow instructions for Patient Lists for Campaigns. Click here for instructions.

Unverified Patient Considerations

• If you send email Campaigns to patients who are unverified, your staff will not be able to manually email back to respond to any inbound questions.
• If the Campaign was set up to go out securely through text or email, your staff will not be able to respond to the patients using secure messaging.
• The Allow Practices to Message and Search For Any Patient across Enterprise Default Setting must be enabled to use a designated Campaign Practice within your Artera Enterprise. Otherwise, you will not be able to search for patients who received the Campaign but are not verified in the Campaign Practice.  

Campaigns Message Delivery Method

Patient Contact Preferences

Campaigns do not respect contact preferences, including do not contact. When preparing your CSV file, be sure to exclude patients who are listed as "do not contact" in your EMR. Campaigns do respect a patient's SMS Consent Status.

Just like Triggers (Automations), a patient will never receive more than one message per Campaign. If you opt to create a Campaign message for each delivery method, Artera will follow the below hierarchy to deliver your message:

1. Text
2. Call
3. Email

Patients only receive a call if Artera determines that the phone number cannot receive text messages (i.e. if the number is a landline or has opted out of SMS.) Additionally, patients will only receive an email if their phone number is invalid.

Campaigns Message Delivery

The following tables indicate how the Campaign will be delivered to a patient based on the Campaign's message setup (i.e. does the Campaign include messages for text, call, or email) and the patient’s contact details.

Patient has a cell phone

Patient has a cell phone and email

Patient has cell phone, landline, and email

Patient has landline

Patient has landline and email

Patient has email