Automate Referral outreach to patients using Artera Triggers or Conversation Flows. To help you determine the best fit for your workflow, we've included configuration examples for both methods below.

Referral Trigger Cadence Example

Referral triggering criteria can be based on the following events: "Referral Created", "Referral Authorization Status Change", or "Referral Scheduling Status Change". Click here to learn more about Artera's Referral Event criteria.

Conversation Flows & Referrals

Some organizations have opted to deliver referral scheduling workflows using Conversation Flows. This allows a multi-step automated workflow, guiding the patient through the scheduling process with little staff intervention. 

When using Conversation Flows, it is important to note that English and Spanish are the only supported languages, so if you need to support additional languages, consider using standard Triggers. Click here to learn how to build this conversation in Conversation Flows.

Example: Initial Referral Outreach based on Referral Creation

Trigger Resource: Specialty

Triggering Event: Referral Created

Trigger Filters: No Patient Response, Pending Authorization, Ready for Scheduling

Conversation Build in Conversation Flows

Standard Referral Triggers

Customers can deliver single message workflows using the "Referral" module in Triggers.

Example: Initial Referral Outreach

Trigger Resource: Specialty

Triggering Event: Referral Created

Trigger Filters: Pending Authorization to Ready for Scheduling

Trigger Messaging