Artera Quick Start Guide: Staff Users
- Get Started
- Automations
- Patient Channel
- Patient Facesheet
- Collaborative Inbox
- Lines & Resources Requests
- Lines, Events, Resources
- Analytics
- Platform Settings and Configuration
- Users and Groups
- Campaigns
- SMS Basics
- Troubleshooting and FAQ
- Conversation Flows
- Add-Ons
- Release Notes
- Technical Specifications
- Referrals
- Self-Rescheduling
- Recalls
- Marketplace
- Triggers
Staff users are front-line individuals actively managing patient conversations. These users' access to Artera features can vary widely depending on your organization has configured user Permissions. Artera is a patient communication platform designed to help you facilitate more efficient and simpler patient messaging.
What is Artera?
Artera is a patient communication platform designed to help you facilitate more efficient and simpler patient messaging.
Comprehensive Coursework
We recommend all Staff Users complete the Artera Platform Overview course. In this 40-minute course, learn how to interact with patients and the features that make patient conversations more efficient. Topics covered include Navigation, Patient Channels, Messaging Patients, Patient Communication Settings, and Broadcasts.
This course is designed to be taken at your convenience. Complete as much as you would like and pick up right where you left off when you have time to continue learning.
Check out the complete Artera Academy Course Catalog for a list of all available courses.
Quick Reference Guides
The following articles and videos are designed to walk you through key activities you will complete within your Artera environment. This one-pager is handy to utilize throughout your Artera journey. If you have not logged into Artera yet, be sure to check out these instructions.
Collaborative Inbox
Navigation and Channel Statuses: Learn about the different views and what the different Channel Statuses mean
Recent Messages View: Manage Inbound Messages from patients
Scheduled View: Identify patients with appointments scheduled on a selected day and related appointment confirmation status
Starred Patients: Pin Patient Channels for easy reference, when necessary
Internal Mentions: Simplify collaboration by tagging a User or User Group in a Patient's Channel
Patients: View a patient's communication history specific to the Practice and Line(s) you have access to.
Patient Channel
Manual Messaging: Communicate with patients from within their Patient Channel
Event Messages: Actions occurring within Artera appear as Event Messages in the Patient Channel
Quick Responses: Send templated messages to patients for common requests and scenarios
Patient Facesheet
Patient Facesheet Overview: Discover the key information and features available on the Patient Facesheet
Patient Communication Settings: These settings impact how patients receive messages through Artera
SMS Status: Understand the impact of the Opted-In and Opted-Out status indicators
Key Workflows
- Broadcasts: Send the same message to multiple patients with a single action
- Appointment Confirmations: Understand how patients confirm, cancel, or reschedule an appointment from Artera.