Artera users can star or “pin” Patient Channels to keep Patient Channels easily accessible while awaiting a response, curating a list of patients for bulk messaging, or letting other Artera users know that the patient is already being handled.

For ease of accessibility, users can filter their “All Messages” or “Scheduled” views to include starred Patient Channels. 

Star a Patient

You can star or unstar a patient from the "All Messages," "Scheduled," or any of your saved views. Simply hover over the Patient Channel card in the "All Messages" view or your saved view(s) and select the star to the right of the patient's name. 

Across these views, you can also star or unstar a patient by selecting the three-dot Actions menu located in the top-right corner of the Patient's Channel and choosing Star Channel.

Starred Patient Channels have a shaded star that displays on their Patient Channel across all views. Unstarred Patient Channels do not display a shaded star.

Who has Starred the Patient?

In some multi-disciplinary teams, multiple staff members may be in communication with the same patient. You can view which Artera users have a Patient Channel starred from the Patient’s Facesheet. 

The Pinned By section on the Patient Facesheet displays the initials of other Artera users who currently have starred that Patient's Channel. Hover over the initials to display the user’s full name.  

Filtering for Starred Patient Channels

Narrow your view of Patient Channels or appointments by filtering for patients with starred Patient Channels from the "All Messages" or "Scheduled" views. 

1. Navigate to the "All Messages" or "Scheduled" view in the Inbox.
   

2. Select the filters panel to the right of the search bar. 
   

3. Select the only show starred channels (if in the "All Messages" view) or only show appointments with starred channels (if in the "Scheduled" view) filter option. 
   NOTE: You can apply additional filters, but if you select the “only show starred channels” or "only show appointments with starred channels" option, then your view will only display Patient Channels that meet both your filter criteria and are starred.

4. Select Apply Filters. A green “Filters applied” success message will appear and you will automatically return to the "All Messages" or the "Scheduled" view, which will now display the list of Patient Channels that match your chosen criteria. 
   
   NOTE: In the "All Messages" view, you will need to toggle between the "open" and "closed" tabs to see all relevant Patient Channels that meet your filtering criteria. 

Saved Views - Starred

Saved views offer a powerful way to quickly access your filtered lists of Patient Channels or appointments that you frequently use. Instead of reapplying the same filters repeatedly in the “All Messages” or “Scheduled” views, you can create a customized view, then reload it within a single click whenever needed. Your saved views are unique to you, so you can tailor them to your specific workflows without worrying about them appearing in your colleagues’ views. Starred Patient Channels can be included in your saved views for even quicker access to your most important communications. 

To create a saved view that includes your Starred Patient Channels, follow the steps below:

1. Navigate to the "All Messages" or "Scheduled" views, depending on where you are creating the saved view from.

2. Apply your desired filters using the filters panel.

3. To include Starred Patient Channels in this view, select the only show starred channels option if creating the saved view the from "All Messages" view or the only show appointments with starred channels option if creating the saved view from the "Scheduled" view.
   

4. Select Create View.
   
   

5. Name your saved view and select Create View again.
   
   

Your newly created view will appear under the My Views section in the left-hand Navigation Bar. To load a saved view, select it in the My Views list. This saved view will always display the Patient Channels or appointments that match your filter criteria. 

To delete a saved view, follow the steps below:

1. Select the saved view you want to delete.

2. Select the filters panel located at the top of the saved view.

3. Select the trash can icon.
   

4. A dialog box will appear asking you to verify that you want to delete the view. It also indicates that deleting a saved view will not delete any messages within that view.
   

5. Select Delete. A green success message will appear indicating that the view has been deleted.

NOTE: Saved views store your filter criteria, not a static list of Patient Channels nor appointments. This means that each time you load a saved view, you will likely see an updated list of Patient Channels or appointments that currently match your saved filter settings.