2026 Releases: Artera Harmony Federal Edition
- 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
October 2026
October 1, 2026
Improvements:
NOTE: Some updates may require enablement. Connect with your Project Lead for details.
- Staff and Manager Users with the Recurring Campaigns permission now only see and manage Recurring Campaigns for their assigned Practices.
- Staff can now collapse the left sidebar to show icons only, for more room on smaller screens. Select the panel icon next to the logo to collapse it and select the tab on the sidebar's right edge to expand it. When collapsed, hovering over an icon shows the tab's name and notification badges still show. The choice is remembered in each browser.
- The Inbox now always offers both Close Channels and Open Channels as bulk actions. An action is grayed out only when it can't change anything and hovering over it explains why.
- Each organization can now have its own sender name on emails.
- Outbound automated calls can now use built-in answering machine detection to tell a live answer from voicemail. Live answers hear the greeting and voicemails get the voicemail message. A live answer may hear a short pause before the greeting.
- The minimum wait time for voicemail detection on outbound automated calls was lowered.
- Phone call statuses now update within seconds of the patient hanging up, instead of several minutes later.
- Reminder calls that hit a brief error while being placed are now retried over a longer window, so fewer reminders are missed during a short outage.
- Groundwork was added so organizations can define their own Campaign categories for reporting. There is no visible change yet.
- For one organization, a new AI agent now reminds patients of appointments by text and phone.
- For one organization, the text AI agent now has the latest fixes from its voice AI agent.
- For one organization, groundwork was added to connect its AI agents.
- Connecting an organization's cloud account for AI agents no longer requires an AI agent to be set up first.
- Staff account creation was made easier.
- Intake Hub: signed consent form PDFs are now created on the server from the patient's submission.
- Intake Hub now connects to the correct server in each environment.
- Work continues on a backup entry point that keeps incoming text messages arriving during a system outage. It is now built and deployed with scheduled releases.
- System monitoring costs were reviewed to plan future monitoring.
Fixes:
- When the Secure Message Portal is in Arabic or Persian, back arrows now point right to match the right-to-left layout, as expected.
- Smart Phrases and Campaign Variables now get spaces only where needed, so words no longer run together, as expected.
- Translate on a patient's message now detects the language the message is written in, instead of assuming the patient's preferred language. For messages that came back untranslated, select Translate again.
- With the sidebar collapsed and the Inbox open, a long list of saved views no longer pushes Help, Settings and My Profile off screen.
- Inbox conversation titles now show a patient's preferred first name only when it is different from their legal first name, as expected.
- More of the Staff Console now appears in the staff user's chosen language, including Settings messages, Holiday Hours errors and screen reader labels. Settings alerts now switch language right away, as expected.
- Intake Hub: staff sign-out now works as expected.
- Voice AI agents no longer split one caller answer into two turns and then ask again for something the caller already said.
- When a patient hangs up during a warm transfer briefing, the staff member no longer hears silence.
- When a patient hangs up before a warm transfer is answered, the person answering no longer hears only beeps.
- When a patient answers a decision tree voice call and then hangs up, the patient request now closes within about 15 minutes instead of staying open for days.
- Automated phone (IVR) messages in the patient conversation now show the phone number used for the call and are labeled Automation, as expected.
- Security improvements made to enhance the product.
September 2026
September 29, 2026
Improvements:
NOTE: Some updates may require enablement. Connect with your Project Lead for details.
- Patients can now use the Secure Message Portal in their own language, from sign-in through reading and replying to messages. Languages are English, Spanish, Portuguese, Vietnamese, Chinese (Mandarin and Cantonese), Russian, Haitian Creole, Korean, Arabic, French, Persian and Somali. A language selector with a globe icon appears on the sign-in screen and inside the portal.
- Saved views in My Views can now be deleted in bulk. From the ⋯ Actiions menu, select Delete many, choose your views, then confirm.
- Archiving a Recurring Campaign now turns it off and hides it from your list without deleting anything. Select Show archived to see archived Recurring Campaigns, and select Restore to bring one back.
- Outbound automated calls can now play a short greeting, such as "This is {practiceName}.", as soon as the patient answers and before voicemail detection. Wait times for voicemail detection and phone menus can also be set for each enterprise.
- For one organization, the inbound voice AI agent now confirms date of birth first on its third try at verifying a caller's identity.
- For one organization, a new AI agent now texts patients who missed an appointment, in English and Spanish.
- AI agent testing tools now show whether an appointment can be canceled or rescheduled, so the AI agent knows before it offers.
- Test coverage was added for choosing a Staff Console language.
- Intake Hub insurance prototype work was consolidated and documented.
- Routine system events are no longer logged as errors, so real issues are easier to spot.
- Work continues on a backup entry point that keeps incoming text messages arriving during a system outage.
- Removal of an unused Apple Messages for Business integration continues. Other messaging is not affected.
- The system now measures how long each web knowledge base sync takes.
- The first phase of manual regression testing was completed.
- Intake Hub: one organization's consent form was updated with the full legal text.
Fixes:
- Pharmacy dispense updates for prescriptions not in AHFE are now recorded as skipped instead of failed, as expected.
- Web knowledge bases no longer run together text from separate sections of a page.
- Intake Hub: images uploaded in forms now stay after the form is refreshed or reloaded, as expected.
- For one organization, the inbound voice AI Agent now transfers Spanish-speaking callers to the Spanish scheduling line. It also no longer forwards a call after the caller hangs up.
- Patients who sign out of the Secure Message Portal now see their healthcare organization's logo on the sign-in page instead of the Artera logo, as expected.
- A Location's Address Line 2 that comes from the EHR can now be hidden from patient-facing messages with the Hide Original EMR Value checkbox. A new Patient-Facing Location Details card shows what patients will see. Clearing a custom Address Line 2 now removes it, as expected.
- A staff user's saved Staff Console language now carries over when they sign in from a new browser or device, as expected.
- Security improvements made to enhance the product.
September 26, 2026
Improvements:
NOTE: Some updates may require enablement. Connect with your Project Lead for details.
- Behind-the-scenes work has started so AHFE Enterprises can create their own Campaign categories for reporting. There is no visible change yet.
- Upcoming Inbox updates were adjusted. The Match My Filters setting was removed and the Scheduled View now marks which filters are applied.
- Partners who offer AHFE under their own brand can now brand the Secure Message Portal chat. This includes message bubble colors, the chat background, the login screen logo and the AI agent avatar. Portals without custom branding stay the same.
- Numbers you've blocked that text or call your practice line now get updated wording reviewed by Legal. The reply tells them to call 911 in an emergency and to reach their care team another way.
- Automated (IVR) phone calls now record what the caller said when their answer isn't recognized, so it can be reviewed alongside text replies.
- For one organization, the inbound voice AI agent now confirms first name, last name and date of birth one at a time. It also says a short hold phrase during slower lookups and reads spelled-out names more slowly.
- For Athena customers with the setting turned on, AI agents can now tell when the provider isn't available on the day of an appointment. The AI agent explains what happened and offers to reschedule.
- On inbound AI agent calls, the agent now receives the caller's phone number when caller ID is available, so it doesn't ask for it again. The number is never used to verify identity.
- The Loop to Message action now has a Number of loops setting (1 to 20). It defaults to 20, so existing Flows work as before.
- Text in the Triggers app is now ready for translation, so it can display in French.
- Test coverage was improved for how time displays in the session activity window.
- A new report shows how many unrecognized patient responses are coming in to Conversation Flows.
- For one organization, the outbound voice AI agent now handles requests to stop automated calls. Callers are told they can say "stop calling," and clear requests are honored right away and flagged to staff.
- For one organization, AI agents now send symptom mentions to the staff teams the organization requested.
- Education content was created for the French language option in the Inbox.
- A service update reduces brief errors seen while the system is being updated.
- An unused Apple Messages for Business integration, never turned on for any customer, is being removed. Other messaging is not affected.
- The current message composer is now the only composer. There is no visible change. The Enterprise Settings and Self-Reschedule editors can no longer be edited while a save is in progress.
- Test coverage was added for cursor placement in the translations editor.
- An internal messaging system upgrade continues. There is no change to the product.
- Calls to a phone number that isn't assigned to an enterprise no longer set off false system alerts. Callers hear the same message as before.
- Internal cleanup was done on how Inbox filter counts update.
- French Inbox users now see translated filter labels and dates in their language format.
- Automated calls and text messaging were set up for one organization.
- Federal system alerts now reach the right AHFE engineers based on how urgent they are.
- Intake Hub: When staff assign forms, they now choose a line, and the patient gets a text with a link to the forms.
- Intake Hub consent forms can now collect signatures.
- Spacing next to checkbox and radio button descriptions was tightened.
- The shared design library was updated.
Fixes:
- Outbound appointment reminder calls are no longer delayed when many calls start at once. The call rate limit was raised and is being monitored.
- Typing quickly in the message editor no longer drops characters. This affected Conversation Flows, Triggers, Campaigns, Settings and Bulk Messages.
- The message editor now trims text over the maximum length and keeps the cursor in place, as expected.
- Incoming patient texts that were saved but didn't reach the Inbox during a brief database outage can now be recovered by Support.
- The Create Campaign button on an empty Campaigns page now works as expected.
- Automated phone calls that the patient answers and then hangs up on now close within about 15 minutes, instead of staying open for days.
- Inbound automated (IVR) calls now show the caller's menu choices in the Patient Channel, in order with the prompts. One unrecognized answer no longer hides the rest of the call's responses.
- Patient responses and call updates on automated phone calls are now retried after a temporary error instead of being lost.
- Message viewers now load in the Inbox in the federal environment, as expected.
- Prescription dispense updates with a decimal quantity no longer fail, as expected.
- Staff can now load the Conversation Flows list in the federal environment, as expected.
- Security improvements made to enhance the product.
September 25, 2026
Improvements:
NOTE: Some updates may require enablement. Connect with your Project Lead for details.
- Saved views in My Views can now be reordered from the ⋯ Actions menu. Select Rearrange, move your views, then select Done.
- Saved views in My Views now load through an updated, simpler process.
- When a message goes to more than one Practice, the Quick Response list displays only the responses every selected Practice can use. The Quick Response tooltip now explains this.
- The All Messages and Scheduled views in the Inbox now include a Modality filter. Use it to find and bulk message patients by appointment modality.
- Behind-the-scenes updates support the new Modality filter in the All Messages and Scheduled views.
- Patients can now text the same phone number used for automated (IVR) phone calls. Their messages arrive in the Inbox.
- A new backup entry point lets incoming text messages keep arriving during a system outage.
- An existing phone number was moved to the updated phone system, so incoming calls now go through automated call flows.
- A cloud provider limit on managing phone numbers in the federal environment is now being tracked. There is no change to the product.
- Work continues on Analytics Plus.
- The messaging services used to send text messages were reviewed for cost.
- The higher bulk selection limit in the Inbox is now a permanent part of the product.
- Exporting invalid data from a Campaign is now a permanent part of the product.
- Recurring Campaigns you no longer need can now be hidden from the Recurring Campaigns page. Hidden Recurring Campaigns keep their history.
- A new appearance setting lets users choose Light, System or Dark mode.
- Text on Triggers overview pages, grids and tables is now ready for translation.
- Intake Hub now matches forms to appointments using the EHR's event ID. Renaming an appointment type in the EHR no longer stops forms from being assigned.
- In Intake Hub forms, details from a patient's uploaded ID or insurance card now fill in the rest of the form automatically.
- The New Walk-In button has been removed from the Intake Hub list.
- The Insurance action in Intake Hub is now hidden.
- The patient form welcome screen has an updated design, with the Continue and Sign Out buttons at the bottom of the screen.
- Groundwork is in place to write patient form answers back to the EHR.
- AI agents can now listen for the voicemail beep and start speaking when recording begins. This is turned on per agent.
- Syncing a website to an AI agent knowledge base now runs in the background, so it no longer slows down live patient conversations.
- Groundwork is in place to share patient details with AI agents during phone calls.
- Background tasks that keep AI agent phone calls ready to answer quickly now have limits, so they don't overload the system.
- For one organization, the AI agent now names the appointment in its opening messages. It also stops when the patient says the appointment is already taken care of.
- Phone scripts were updated for AI agents at two organizations.
- New automated tests check an AI agent's responses before changes go live.
- An inbound AI agent was tested from start to finish.
- New system alerts for the federal environment were set up and tested from start to finish.
- More system alerts and dashboards were added for the federal environment.
- The system now tracks phone menu choices, rejected incoming texts, failed identity checks and patient replies it could not understand, so issues can be caught sooner.
- The team is now alerted when the nightly website sync for AI agent knowledge bases fails.
- The internal system that passes data between services was updated and now has better monitoring.
- Work is underway to upgrade the internal system that passes data between services.
Fixes:
- Apps now show the Federal Edition blue color instead of Artera purple, as expected.
- Setting descriptions on the Default Settings page are accurate again. The Do Not Contact setting now correctly states that only Enterprise users can change it.
- The error message on the Edit Enterprise page that appears when agent voice settings fail to load now displays in full, as expected.
- Filtering the Triggers page by Resource now shows every Trigger that uses the selected provider, location or device, as expected.
- Conversation Flow replies sent during a phone call now show Automation as the sender in the Patient Channel, matching text messages, as expected.
- Automated (IVR) phone calls blocked by the patient's phone carrier are no longer marked as completed. Staff can now see calls that never reached the patient and why they failed.
- Automated (IVR) phone calls that end because of an error now show a final call status in the Patient Channel. These calls no longer display a misleading "session has expired" message later, as expected.
- Selecting more than one event type when building a Campaign audience no longer duplicates or removes selections, as expected.
- AI agent phone calls that last longer than 30 minutes no longer end unexpectedly.
- AI agent knowledge bases built from a website no longer drop text, such as a phone number, that sits next to a heading.
- For one organization, the AI agent now handles a close-but-not-exact name match more carefully when it verifies a patient's identity.
- Services no longer return temporary connection errors while they restart during updates.
- System metrics now reach the monitoring service in the federal environment, as expected.
- The voice settings card now appears as expected in a testing environment.
- Security improvements made to enhance the product.