When an appointment is scheduled with a new Event in your EMR, that Event will automatically sync to Artera. Remember, Events represent appointment types and are unique to each Practice. Click here to learn about Events.

When a new Event is added, it can be important to review any Triggers that use Event filters to ensure the new Event is included or excluded correctly.

Update Triggers to Include New Event

If your Triggers use Event filters, update them to include or exclude your new Events as needed. If you don't use Event-based filtering, no changes are required.

1. Navigate to Automations > Triggers.
   

2. Select the Trigger's (...) Actions menu and choose Edit.
   

3. Navigate to step 3 of the Trigger, Filters, and add the new Event(s).
   
   

4. Select Continue to reach the final review page of the Trigger. When ready, select Save.

5. Making changes to a Trigger will automatically turn the Trigger off. To turn it back on, select the Trigger's (...) Actions menu and choose Turn On.
   
   

6. Repeat these steps for each Trigger, as necessary.

Prevent Triggers for the Event

Disable the Event to prevent Triggers for that Event from being sent and remove the Event from being used as a Trigger filter. 
NOTE: Disabling an Event does not automatically deactivate Triggers associated with it. If a Trigger is set up for a single Event and that Event is disabled, the Trigger may still send messages to all patients. You must manually turn off the Trigger to prevent unintended messaging.

Common reasons to disable an Event include:

1. Messaging related to the Event should not be sent.

2. The Event is an internal-only scheduling item.

Disable Event

1. Navigate to Settings > Practice Settings > Events.
   
2. Use the Event's (...) Actions menu to select Disable Event. 
   
3. The Event's status changes from "Enabled" to "Disabled" and a success message appears indicating that the Event was disabled.