2026 Releases

+ More

October 2026

October 22, 2026

Fixes:

When users choose Include for Locations or Providers in a Trigger, saving the Trigger now keeps Include, as expected.

October 21, 2026

Fixes:

The Inbox sidebar search bar no longer displays a duplicate clear (x) button, as expected.

October 20, 2026

Improvements:

Users can connect an outbound Trigger to an AI agent by choosing it from a dropdown, instead of entering the agent's ID in the message field. On the Trigger's Message step, choose an agent from the AI Agent dropdown. This dropdown does not appear for organizations not using Artera AI Agents. Click here to learn more.

Fixes:

Scheduled Campaigns for your other Practices now continue to send when one Practice is hidden, as expected. The hidden Practice's own running and scheduled Campaigns are paused automatically and they cannot be restarted while the Practice remains hidden.
The message composer now recognizes the {eventPreCheckInLink}, {clientExId}, {eventSelfScheduleAppt} and {eventSelfScheduleLink} Smart Phrases and displays them in green, as expected.

October 19, 2026

Fixes:

Campaign attachments are no longer lost when an edit fails to save. The attachment is now updated only after the rest of the Campaign changes save successfully. If that step does not finish, users see an error and can save again.
The message composer no longer displays the shared-number Smart Phrase warning on secure messages, where it does not apply. For unsecure messages to a number tied to multiple patients, the warning now reads: “This number is tied to multiple patients. Add a patient identification Smart Phrase so they know who the message is for.”
Patient search in the Inbox now returns results when the search is filtered to a Practice where the patient has a conversation, as expected.
Campaign audiences built from appointment dates now accept an end date exactly six months from the current date, as expected.

October 16, 2026

Fixes:

In Dark mode, the Next Best Action alerts on the Homepage and their View Patient link are now legible.
In Dark mode, the Staff AI Co-Pilot “Will be translated to…” banner in the message composer is now legible.
In Dark mode, the selected Patient Channel in the Inbox and the selected item in the Scheduled and Activity views now stand out clearly.
In Dark mode, Conversation Flows Response Options, connection labels, and Action steps no longer appear as bright white boxes. In the Actions window, action cards, the Add @Mention and Message and Notify staff fields, and the @mention suggestion list now match the dark theme.

October 15, 2026

Fixes:

In Dark mode, the Text, Call, and Email icons in the Method column of the Outbound and Inbound Triggers overview pages now match the color of the table text, so they are easier to see and no longer fade when a user hovers over a row.

October 14, 2026

Fixes:

Location map links generated by the {eventMapLink} Smart Phrase now include Address Line 2 and the state, so patients are directed to the correct building or suite of their appointment. Location links that were already saved are not updated. To refresh one, select Settings > Resources, edit the location's address, then save it again.

October 13, 2026

Improvements:

Enterprise Users can now block spam numbers themselves, without a Support Case. Block from Settings > Enterprise Settings > Blocked Numbers or from a Patient Channel's (...) Actions menu. A block covers every line in the Enterprise. Click here to learn more.
Users can now switch Artera to a dark theme. Select My Profile from the navigation bar, then choose Light, System, or Dark under Appearance. Click here to learn more.
Enterprise Users can now apply a Default Quick Response to a chosen set of Practices, instead of only one or all of them. When a Bulk Message or Trigger. covers several Practices, the Quick Response menu displays only those that every selected Practice can use. Click here to learn more.
Users can now send one Bulk Message to appointments across several Practices from the Scheduled view. Click here to learn more.
Patients now see a red dot in the Secure Messaging Portal next to any Practice line with a message they have not opened and message rows are sorted newest first. Click here to learn more.
Users can now archive a Recurring Campaign to hide it from the Recurring Campaigns overview page. Archiving a Recurring Campaign that is on turns it off, so it stops processing SFTP files. Click here to learn more.

October 9, 2026

Fixes:

The Referrals Triggers Queue no longer shows a second, outdated navigation bar, as expected.
Recurring Campaign IDs are now generated using only letters, numbers, underscores, and hyphens. Special characters like apostrophes in a Campaign name no longer prevent SFTP files from being picked up for new Recurring Campaigns. Existing Campaigns are unaffected.

October 7, 2026

Improvements:

The Patient Facesheet remembers which sections of it a user left open or closed. This applies to the Appointments, Recalls, Referrals, Discharges, Photos, Videos and Files sections, and is remembered per browser.

Fixes:

Manual messages now send in the patient's language, as expected, including messages built only from Smart Phrases.
Manual calls no longer use a Spanish voice when the message is made up of Smart Phrases placed side by side with no space between them, as expected.
Manual calls that are too short to identify a language, for example, a message made up of only Smart Phrases, now use the patient's preferred language to choose the voice. These calls previously always used English. If the patient has no language preference on file, Artera uses English.
Searches in the Scheduled View now only return appointments for the filtered Practice, as expected.

October 5, 2026

Fixes:

Patient search across the Inbox now finds patients, as expected, when a patient ID or name includes a hyphen or period (for example, "Smith-Jones" or "St. Clair").

October 1, 2026

Fixes:

The Translate feature in Staff AI Co-Pilot now detects the language of a patient's inbound message again, instead of using the patient's preferred language on file. A message written in another language, like a Spanish message from a patient whose preferred language is English, now translates to English as expected.
When a Smart Phrase or Campaign Variable is inserted into a message template or Campaign message, spaces are now added only where they are needed. Words no longer run together and no extra space is saved at the end of the template, as expected.

Delete

Staff and Manager Users now only see, open, edit, and create Recurring Campaigns for the Practices they are assigned to. This only affects Enterprises that have given the Recurring Campaigns permission to Staff or Manager Users. If your Enterprise sends Recurring Campaigns from a Shell Practice, assign those users to the Shell Practice to give them access to the Recurring Campaigns. Click here to learn more.
Users can now collapse the navigation bar so it shows only its icons, providing more room for users on smaller screens. Select the Collapse sidebar icon near the Artera logo to collapse it. To expand it again, select the Expand sidebar tab on the right edge of the collapsed bar. Click here to learn more.

A phone number that has been blocked from your lines now receives updated wording in its auto-reply. The text reply says the line is not accepting messages from the sender's number and the spoken message for calls says the line is not accepting calls from the caller's number. Both still tell the sender to call 911 in an emergency. This applies to numbers already on your blocked list, including numbers blocked through an Artera Support case. Toll-free numbers are not affected. Click here to learn more.

A phone number that has been blocked from your lines now receives a clearer auto-reply. When a blocked number sends a text, the reply tells the sender to call 911 if they have an emergency, states that the number is blocked from texting the line, and points them to your organization's phone number or website when Artera has one on file. A blocked number that calls one of your lines hears a spoken message telling the caller to hang up and dial 911 in an emergency and otherwise to contact their care team directly. This applies to numbers already on your blocked list, including numbers blocked through an Artera Support case. Click here to learn more.

Inbound Message Triggers accepts keywords that contain non-English punctuation, such as a phrase pasted from a translation tool, as expected.
Practice Settings now shows the selected Practice's settings, including its After-Hours Auto-Response, right after a user switches Practices, instead of the previous Practice's values or a blank form. Saving shortly after a switch no longer updates the Practice you moved away from, as expected.

Outbound Triggers can now be connected to a Conversation Flow by choosing the Conversation Flow from a drop-down menu instead of typing the Conversation Flow's Smart Phrase into the message composer. On the Message step of a Trigger build, set "Connect to Conversation Flow" to "Yes," then choose the Conversation Flow to run on the "Text" and "Call" tabs. Click here to learn more.
Outbound access to Conversation Flows can now be set by user role. The Permissions page in Enterprise Settings has two new rows: "Conversation Flows" for creating and editing and "Conversation Flows Activation" for turning Flows on and off. Editing a Flow that is enabled requires both permissions. Click here to learn more.
Access to Triggers can now be set by user role. The Permissions page in Enterprise Settings has two new rows: "Triggers" for creating and editing and "Triggers Activation" for turning Triggers on and off. Editing a Trigger that is enabled requires both permissions. Click here to learn more.
Access to the Inbox and the Patients Area can now be set by user role. The Permissions page in Enterprise Settings has two new rows: "Inbox" and "Patients Area". Click here to learn more.
Locations now include an optional "Instructions" field for arrival details, such as where to park or check in. These instructions can be included in an appointment message to the patient by using the new {eventLocationInstructions} Smart Phrase. Click here to learn more.
Invalid data from several Campaigns can now be exported at once. Choose "Export Invalid Data" on the Campaigns or Recurring Campaigns page and select a date range of up to 90 days. Artera builds one CSV of the invalid rows from each Campaign sent in that date range within the Practice. Click here to learn more.

Campaigns now display a "Queued" status while they are scheduled and waiting to send, rather than displaying "Running" before any messages have gone out. "Running" indicates that a Campaign has begun sending and is working through its audience, as expected. Related labels have been renamed to match: "Send Date" is now "Scheduled Start Date and Time," "Last Sent On" is now "Last Scheduled Start Date and Time" and the "Sending History" card is now "Campaign History." The action offered also reflects the Campaign's status, as expected. "Cancel" for a Queued Campaign and "Resume" for a Paused one.
When adding a translation to a Campaign or Trigger, the cursor remains in the field being edited instead of jumping to another language and a Smart Phrase is added to the field you are working in, as expected.
Selecting an appointment in the Scheduled View now opens the patient's conversation in that appointment's Practice, as expected. If the patient does not have conversation history in Artera yet, the New Channel window opens with the appointment's Practice selected.

Artera now recognizes the full set of standard language names sent from your EHR to Artera. Previously, only a limited set of names was matched, so any other name (Vietnamese, for example) left the patient defaulted to English. Click here to learn more about Language Preferences and Translations.
The Translate feature in Staff AI Co-Pilot now uses a patient's preferred language, when they have one in Artera, to translate a patient's inbound message rather than detecting the language from the message they sent in. This corrects inaccurate translations of very short patient messages. Click here to learn about Staff AI Co-Pilot.

Landline detection has been updated to correct itself. When a carrier reports that a patient's number cannot receive texts, Artera marks the number as a landline. From then on, if a message to that patient includes a call, it is sent as a phone call instead of a text. If the message is text-only, it is not sent. The Patient Facesheet label near the patient's phone number also changes from TEXT to CALL. Click here to learn more.
The "SMS Timeout" field on the Conversation Flow Setup page is now called "Response Timeout". The new name reflects that the setting applies to both SMS and voice Conversation Flows. Click here to learn more.

The appointment location map now loads on the patient confirmation page after a patient confirms, as expected. Previously an error message appeared in place of the map. This affects enterprises that have "Display Map of Appointment Location to Patients" turned on.
The Triggers list now shows "ALL" for the Event, Provider, and Location filters when every option is selected, instead of "0", as expected. This applies to both the Inbound and Outbound Triggers tables.

Searching Triggers by message text now returns only Triggers that contain your search term, as expected. Triggers using email templates no longer match on hidden field names instead of the actual message content.
Date and time Smart Phrases sent to Tagalog-speaking patients now show 12-hour AM/PM time, as expected. Times display as "Lunes, Hulyo 27, 2026 2:00PM" instead of "Lunes, Hulyo 27, 2026 14:00." This affects the {eventDateAtTime}, {eventCreatedAtDateAtTime}, {referralCreatedAtDateAtTime}, {dispenseCreatedAtDateAtTime}, and {prescriptionCreatedAtDateAtTime} Smart Phrases.

Conversation Flows can end on an Action, like Set Patient Channel Status or Add @Mention and Message. The Action runs, the Flow completes, and no message is sent to the patient. Click here to learn more.
When several login codes are requested in a row, users now see a "Too many attempts" message with a countdown timer showing how long to wait. The sign-in button is temporarily disabled until the wait period ends.

The message composer in a Patient Channel now only shows the send options available to your organization. For organizations without email messaging enabled, the Email option no longer appears.
Users can access the Smart Phrase {} selector directly from the message composer field in Conversation Flows, making it faster to insert content as decision trees are configured. A character counter is also displayed beneath each message. Click here to learn more about Conversation Flows.

Disabling a Resource or Event no longer removes it from a Trigger's filter. The selection stays saved and is simply paused at send time, so a Trigger's audience stays exactly as set. Previously, disabling the only Resource or Event in a filter could cause the Trigger to send to a broader audience than intended. The Trigger builder now marks disabled selections with a indicator so they are easy to spot and manage, and re-enabling resumes messaging automatically. Click here to learn more.

Inbound patient attachments can be blocked. When enabled for your Enterprise, all incoming MMS from patients (photos, videos, and PDFs) is declined, and patients receive an automatic reply asking them to remove the attachment and resend their message. Standard text messaging is unaffected in both directions. This setting must be enabled by submitting an Artera Support Case. Click here to learn more.

Referring-only providers and locations from the sending Practice no longer appear in the destination Practice's Resource lists. Only actual, bookable Resources at the Practice are displayed. This reduces clutter and prevents accidental selection of non-applicable records. Click here to learn more about Referral Triggers.
The Campaign Schedule step now displays visible labels above the Earliest Send Time and Latest Send Time pickers. Errors messages have also been updated to reference their specific fields for improved clarity. Click here to learn about Campaigns.

When composing a message for a patient whose preferred language is not English, the message composer now displays an info banner showing the patient's preferred language. The banner appears only for non-English patients, updates automatically as users switch Patient Channels, and can be dismissed. Click here to learn about patient language preferences.
The Patient Age filter unit in Triggers now defaults to blank. Users must explicitly select Months or Years before saving to ensure the correct audience is targeted.

The Quick Response dropdown menu now responds reliably when selecting items, even when background notifications arrive while the menu is open, as expected.
An unexpected white visual artifact has been removed from Artera's navigation bar when accessing the platform on smaller screens.
The Message Translate alert no longer incorrectly appears when using the Message Shortening feature with Staff AI Co-Pilot, as expected.

For customers with Staff AI Co-Pilot enabled, outbound messages sent to patients can be translated from the three-dot menu to the right of the outbound message in the Patient Channel. This makes it easy to read messages sent to patients in languages other than English. Click here to learn more.
Recurring Campaigns now support Variables, allowing Enterprise Users to include custom data, like prescription names or balances, into Recurring Campaign messages. Click here to learn more.

Campaigns now support Variables, allowing users to include custom data, like prescription names or balances, into Campaign messages. Upload a CSV file with your patient list and custom fields (Variables), insert the Variables into your message, and each patient receives personalized communication. Click here to learn more.
The Artera login flow has been streamlined to direct users to the standard login page, regardless of the email entered, for a simpler and more consistent authentication experience.

As part of a phased rollout, the Smart Inbox has been updated with several enhancements, including the abilities to:
- Search for patients by date of birth
- Locate Patient Channels across all statuses in the "All Messages" view
- Isolate "Needs Action" Patient Channels from "Open" Patient Channels
- Identify current Patient Channel status based on a color-coded icon
- Filter by date range in the "Scheduled" view

When a patient sends an opt-out keyword (e.g., 'STOP') and shares a phone number with others in the Practice, the automated response to them now reads: "You texted the word [Opt Out Word] which opts you out of all messages from this number at [Enterprise Name]. This includes messages for the following patients:
Patient A First Name, Last Name Initial
Patient B First Name, Last Name Initial

Patient C First Name, Last Name Initial"

The Filters page within a Trigger's setup has been redesigned to improve clarity. Resource filters are now organized into dedicated tabs, allowing Enterprise Users to navigate filter categories efficiently. The filter tabs include "Audience", "Event", "Provider", and "Location". "Other" will display only if your Enterprise uses Device and/or General Resources.
The Triggers overview page has been updated to include a new Resource Filters column. This column displays the count of Provider and Location filters added to a Trigger. The standard Filters column displays the count of Audience and Event filters added to a Trigger.

When selecting an action to associate with an Inbound Trigger, the action of "Pend Channel" has been renamed to "Mark as Needs Action." Click here to learn about Inbound Triggers.
When selecting an action to associate with a Conversation Flow, the description of the action of "Add @Mention and Message" has been updated to read as: "Sends an Internal Message alerting any Artera Enterprise User or Enterprise User Group. Will mark the Patient Channel Status as Needs Action." Click here to learn more about adding Response Actions to Conversation Flows.

debuts upcoming premieres launches arrivals releases release notes

2026 Releases

October 2026

September 2026

August 2026

July 2026

May 2026

April 2026

March 2026

February 2026

Contact Us

2026 Releases

Contact Us

September 2026

August 2026

July 2026

May 2026

April 2026

March 2026

February 2026

Related Articles