Keeping Triggers updated maximizes the value your organization obtains from Artera Harmony Federal Edition (AHFE) and ensures that patients continue to be engaged with their care. As your organization evolves, it is important to regularly review, update, pause, and/or delete Triggers, as needed.

NOTE: Creating and editing Triggers requires the Triggers permission and turning a Trigger on or off requires the separate Triggers Activation permission. Editing a Trigger that is currently on requires both, because saving the edit stops the Trigger and starting it again is an activation action. Triggers access covers every Trigger in your Enterprise, not only the Triggers used by the Practices you are assigned to. Enterprise Content Managers cannot turn Triggers on or off, so they cannot edit a Trigger that is on. Click here to learn more about permissions.

Maintenance Recommendations

Regularly reviewing your Triggers is essential to ensure patients receive relevant and timely outreach. Please coordinate with an Enterprise User at your organization to review the Triggers configured for your Practice(s) and to determine if any adjustments are needed.

The review frequency will depend on the number of Triggers configured for your Practice as well as whether they are filtered by Events, Locations, and/or providers. As new Events, Locations, and providers are added to a Practice, it is crucial to verify that the relevant Triggers include these filters, where applicable.

NOTE: Most of the Triggers you review will be on. Changing one of them requires the Triggers Activation and Triggers permissions because saving the change stops the Trigger and starting it again is an activation action. Before you begin a review, confirm you have both permissions or agree with someone who has Triggers Activation that they will make the changes.

Review Triggers

The Triggers page provides an overview of what each Trigger is designed to achieve. Triggers are sent based on Practice specifications, like Events, providers, Locations, and lines, while preserving an Enterprise-wide cadence and message content. Click here to learn more about the Triggers Overview page. 

Avoid Duplicates

If your Practice is experiencing patients receiving duplicate Appointment Confirmation messages, it is possible that there are two running Triggers that are configured based on the same variables. Being mindful of the number of automated messages, and ensuring that the variables do not overlap, can prevent the patient from receiving multiple phone calls for the same appointment on the same day. 

Let's review some common mistakes users make when building Triggers:

1. Ensure your Events and Resources have unique names within AHFE. This will make it easier to ensure that you are adding the correct filters to the Trigger.

2. Ensure the Event or Provider is added to the Trigger if you filter Triggers by Event/Resource.  

We recommend minimizing the number of Triggers running per Practice to deliver your desired reminder cadence. If you only need to send a handful of automated messages infrequently, we suggest using Campaigns instead.