Artera's Community Outreach solution helps organizations reach out to assigned member lists using Campaigns. 

Value of Campaigns for Community Outreach

With Campaigns, you can create and send large volume outreach, up to 30,000 members per Campaign, and stop building call and mailing lists. 

Community Outreach Setup

You will work with your Project Manager to complete your Community Outreach setup. The steps include:

1. Create a standalone Community Outreach Enterprise: Community Outreach Enterprises are separate from your standard Artera Enterprise and typically contain a single Practice. This ensures we are not populating non-patients into your existing Enterprise.

2. Complete the Member Import Template using a unique Member ID system (must be different from MRN/Patient ID system used in your standard Enterprise). Click here to download the extract template.

3. Determine Login Strategy: You cannot use the same email address used to log in to your other Artera Enterprise. Additionally, if you use SSO for your standard Enterprise, you cannot enable SSO for your Community Outreach Enterprise unless a different email domain is used.

4. Identify Phone Line Strategy: Artera can purchase a line for you or you can text-enable an existing landline.

5. Create SFTP Exchange: Artera or the customer can host the SFTP site. If Artera hosts the SFTP site, credentials will be sent to you upon creation. You will also determine how often you want the data to transfer to Artera, although we recommend daily. 

6. User Acceptance Testing: Test SFTP file exchange and Campaign messaging in your Artera Demo environment.

7. Settings and Users: Create users in Production and establish Enterprise and Practice Settings.

Settings and Users

Once you have completed the User Acceptance Testing process, you can complete the following in your Community Outreach Production environment. 

Default Settings

The following Default Settings should be considered. Default Settings can only be accessed by Enterprise Users: 

Reopen Patient Channel when SMS Delivery Fails

We recommend disabling this setting. When enabled, failed messages to a member will mark their Patient Channel as "open". With member lists, we recognize that the contact data provided may not be always be accurate and we do not want to clutter the "All Messages" view with failed messages. 

Automatic Logout due to Inactivity

This setting facilitates an automatic logout process for the user after the chosen number of inactive minutes. If enabled, the most common timeout is 60 minutes. Keeping users logged in helps maintain response times, as logged-out users do not receive message alerts. 

You may choose to disable this functionality if the user's computer automatically locks after an established inactive duration. If you disable the timeout setting, make sure to train users to log out of Artera when away from their workstations.

Practice Settings

Add Practice Hours if you would like to send an automatic After-Hours Auto-Response to members who message in outside of your standard business hours. 

Then, add your After-Hours Auto-Response. 

Add Users

Add Staff and Manager users to the Practice. Click here to learn more about adding Staff and Manager users.

Triggers and Quick Responses (Optional)

You can set up Inbound Message Triggers and/or Quick Responses for your Community Outreach needs.