Artera’s Smart Inbox serves as the primary workspace for users. It offers a centralized view of all Patient Channels, across every Practice a user has access to. This Enterprise-centric design streamlines the process of accessing patient communications, providing a comprehensive overview of all interactions between Artera and the patient.  

Inbox Views

The Inbox offers three views, the "All Messages", "Scheduled", and "Activity" views, to help manage patient communications effectively. 

You can create custom, saved views by applying specific filters. These personalized views will appear under the “My Views” section within your Inbox, providing quick access to the patient information most relevant to your needs. 

"All Messages" View

The "All Messages" view displays all of the Patient Channels that a user has access to across Artera. By default, Patient Channels are sorted by the time of the most recent activity. Users can sort Patient Channels by activity (newest or oldest) and filter by status: "Open", "Closed", "Needs Action", or any combination of these. Click here to learn more.

To access the "All Messages" view:

1. Select Inbox in the Navigation Bar.
   

2. By default, you will land on the "All Messages" view.
   

NOTE: The "All Messages" view displays Patient Channels, not patients. A patient only appears in this view if they have conversation history in Artera or an appointment that has synced from your EMR into Artera. If you searched for the patient and they exist in Artera but have no conversation history, select the Open Channel button beneath their name. Then, choose the Practice and line to begin messaging. 
Patients with no conversation history and who cannot be searched for in the "All Messages" view can be manually added to Artera if the "Add Patient" feature is enabled for your Enterprise. Connect with your Customer Success Representative to learn more.

"Scheduled" View

The "Scheduled" view provides a chronological list of appointments for a selected date. Click here to learn more.

To access the "Scheduled" view: 

1. Select Inbox in the Navigation Bar. 
   

2. Choose Scheduled. By default, you are routed to a view of today's appointments.
   

To access appointments for a different day, select a date by clicking the displayed date or use the arrows to navigate to the appropriate date. 

To select a range of days, select the date and choose the appropriate option:

• Today: Adjusts the date filter to only encompass appointments for the current day.
• This Week: Adjusts the date filter to encompass appointments for the full current week, defined by Artera as Sunday through Saturday.
• Next Week: Adjusts the date filter to encompass appointments for the upcoming full week, Sunday through Saturday.
• Custom Day: Adjusts the date filter to a single day chosen by the user. Primarily used to cancel a custom range selection and return to single-day picking.
• Custom Range: Adjusts the date filter to encompass appointments for a custom range, capped at 30 days from the initial date. The first and second dates selected define the start and end of the period.

NOTE: The "Scheduled" view displays appointments, not patients or Patient Channels. This means that every patient scheduled with an appointment on the selected date, within the Practices the user has access to, will appear regardless of whether they have conversation history. Additionally, if a patient has multiple appointments on the same day, they will be listed multiple times in this view. 

"Activity" View

The "Activity" view provides a complete overview of your Internal Mentions, both direct (@ Me) and User Group (@ Groups) mentions. It displays your unresolved and resolved Internal Mentions, including a total count of your unresolved Internal Mentions in the navigation bar. Click here to learn more.

To access the "Activity" view: 

1. Select Inbox in the Navigation Bar.
   

2. Choose Activity. By default, the "Activity" view displays your direct, unresolved Internal Mentions in the @ Me tab. This is your immediate to-do list for managing your direct Internal Mentions.
   

To view your unresolved User Group mentions, select the @ Groups tab from this view. This displays all Internal Mentions where a User Group you are a member of has been tagged.

My Views

Saved views offer a powerful way to quickly access your filtered lists of Patient Channels or appointments. Instead of reapplying the same filters repeatedly in the “All Messages” or “Scheduled” views, you can create and save a customized view, then reload it with 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. Click here to learn more about saved views.