Initiate Your Conversation Flow | AHFE
- Get Started
- Troubleshooting and FAQ
- Release Notes
- AI Agents
- Patient Channel
- Triggers
- Technical Specifications
- Patient Facesheet
- Insights & Analytics
- Conversation Flows
- Campaigns
- SMS Basics
- Inbox
- Lines & Resources Requests
- Lines, Events, Resources
- Referrals
- Add-Ons
- Users and Groups
- Platform Settings and Configuration
- Self-Rescheduling
- Recalls
- Artera Harmony Federal Edition
- Marketplace
NOTE: This article is for only for Artera Harmony Federal Edition customers.
Use your Conversation Flow's Smart Phrase in any patient communication method including Triggers, Campaigns, Quick Responses, and/or manual messaging.
Locate the Smart Phrase
The Smart Phrase for your Conversation Flow is located on the Conversation Flows page.
Quick Responses
You can include your Conversation Flow's Smart Phrase in one or more Quick Response templates. Quick Responses can be used in Manual Messages.
Triggers
There are two ways to send a Conversation Flow from a Trigger.
The first is to connect the Trigger to the Conversation Flow directly. On the Trigger's message step (step four), set Connect Trigger to Conversation Flow to Yes, then choose your Conversation Flow from the drop-down menu. The Conversation Flow becomes the Trigger's message. When using the Connect Trigger to Conversation Flow drop-down, your English and Spanish versions of the Conversation Flow are automatically pulled in if the Conversation Flow was configured for both languages.
The second is to enter the Smart Phrase yourself. Leave Connect Trigger to Conversation Flow set to No and include your Conversation Flow's Smart Phrase within two curly brackets {} in place of a message. If you have included English and Spanish Translations within your Conversation Flow, ensure that you add the Smart Phrase into the Spanish Translation box as shown (within the Call sections).
Use the drop-down when the Conversation Flow is the whole message. Manually enter the Conversation Flow's Smart Phrase when you need message text around the Conversation Flow.
When the patient receives the message, it will be the first (root) message in the Conversation Flow. As the patient responds, the next message in the sequence will be sent until the Conversation Flow completes or is terminated.
Campaigns
Use Campaigns to send your Conversation Flow by including your Conversation Flow's Smart Phrase in place of a message.
If you have included English and Spanish Translations within your Conversation Flow, ensure that you add the Smart Phrase into the Spanish Translation box (within the Call sections).
Manual Messages
You can manually start a Conversation Flow from the Patient Channel by sending the Conversation Flow's Smart Phrase in place of a message directly to the patient.