Staff Users are front-line individuals actively managing patient conversations. These users' access to Artera features can vary widely depending on how your organization has configured user Permissions.

What is Artera?

Artera is a patient communication platform that leverages AI to streamline interactions between providers and patients. Our AI-powered virtual agents assist with scheduling, intake, billing, and other tasks, reducing staff workload and improving patient engagement.

Comprehensive Coursework

We recommend all Staff Users complete the Artera Platform Overview course. In this course, users 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. 

Our courses are 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.

• Homepage: View key insights that help you stay on top of unresolved messages, prioritize critical conversations, and optimize performance.

• 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 out status indicator.

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.