This article provides an index of the various icons and color codes used throughout Artera as indicators.

Navigation Bar

The navigation bar is on the left-hand side of the platform. Each of the tabs in the bar links to a new view in Artera.

Homepage

The Homepage serves as a user’s command center, designed to boost staff efficiency and enhance the patient experience by utilizing your Artera data to identify opportunities for improvement. It offers key insights that help users stay on top of unresolved messages, prioritize critical conversations, and optimize performance. Click here to learn about the Homepage.

Inbox

The Artera Inbox is the primary workspace designed to centralize patient communication across every Practice you have access to. This enterprise-centric layout eliminates the need to toggle between different Practices by providing a comprehensive, single-pane view of all patient interactions. Within the Inbox, you can navigate between three specialized views to manage your workflow, the "All Messages", "Scheduled", and "Activity" views.

Campaigns

Select Campaigns to be directed to your Practice's Campaigns page. Click here to learn more.

Automations

Automations include Conversation Flows and Triggers.

Patients

The Patients Area provides visibility into patient communication history and communication preferences, allowing users to quickly troubleshoot issues and providing valuable insights into how to optimize an organization’s patient messaging strategy. 

Click here to learn more. 

Insights

Select Insights to access your Artera analytics from within the platform. Click here to learn more about the available reporting in Artera. 

Help

The Help option displayed on the lower half of the navigation bar links to Artera's Customer Resource Center. This site includes training guides, Knowledge Base articles, and our support case submission form. Help also linksout to the Knowledge Base or Artera Academy.

Settings

Settings contains configuration options for Artera. Depending on your access level, you may be able to access both Practice and Enterprise Settings. Learn more about Artera settings.

User Profile 

Select your profile icon to view your current login details, including your identify, the Artera Enterprise, and the environment you are accessing. This menu also allows you to manage your notification settings or securely log out of the platform.

Manual Messaging Tools

While in the Patient Channel, you will see icons below the communication box to send a manual message. These are all tools that can be used to enhance messages to patients. Click here to learn more about Manual Messaging.

Secure/Unsecure

Selecting the lock icon will toggle between a Secure and Unsecured message. A closed lock indicates that the message is secure, while an open lock indicates the message is unsecured. Users can also insert two exclamation marks, "!!," before their message to switch the message from secure to unsecured.

A secure message requires a patient to login to the Secure Messaging Portal view the message. This ensures that PHI and other sensitive information is protected. By default, all messages sent in Artera are secure. An unsecured message will appear as a plain text message to the patient.

Smart Phrases

The wand icon displays the Smart Phrase menu. Smart Phrases populate with patient, Event, or Practice information and dynamically updates once the message is sent.

Quick Responses

The lightning bolt icon opens the Quick Responses menu. Quick Responses are templated responses that can be used to answer frequently asked questions or other inbound messages. Each response can be customized before sending it to a patient, but provides starting text for generic responses.

Attach File

The paper clip icon allows users to attach a file to a message. Learn more about sending Rich Media Attachments.

Staff AI Co-Pilot

Use the AI button to create engaging messages to patients, translate messages, and improve overall communication efficiency. Click here to learn about Staff ai Co-Pilot.
NOTE: Staff AI Co-Pilot is a Harmony solution and this feature is only available to Harmony customers.

Patient Verification Icons

Within Artera, there are Verified and Unverified patients. There are a few limitations that exist with Unverified patients, which you can learn about here. 

How does a patient get verified?

There are a few ways that verified patients enter into your Artera Practice:

1. During implementation, the patient was part of a Future Appointment Upload to Artera as part of the go-live process. 

2. After go-live, an appointment is scheduled for the patient in the EMR and then sent to Artera through the HL7 interface.

Triggers Icons

In the Triggers section of the platform, accessible exclusively to Enterprise Users, icons displayed in each Trigger's row indicate the specific communication methods available for sending them and if the Trigger will be sent secured or unsecured (if being sent via text).

• If you include text for an SMS version of your Trigger, a message icon will be listed under the "Method" column of the Triggers table.
• If you include a script for a phone call version of your Trigger, a phone icon will be listed under the "Method" column of the Triggers table.
• If you include an email version of your Trigger, an envelope icon will be listed under the "Method" column of the Triggers table.