Artera Academy Course Catalog

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Artera Academy, Artera’s digital learning platform, contains a suite of on-demand training resources to help you get the most out of Artera. We find these courses are a great introduction to Artera for new hires and function as refresher training for those familiar with Artera.

Navigate directly to the Artera Academy site to get started or click on the course name below to be automatically enrolled. From the login page, enter your first name, last name, and company email address to register.

Course	Description	Duration	Recommended User Type
Artera Platform Overview	This course is designed for anyone who needs to understand product functionality, navigation, and communicating with patients via Conversational Messaging.	40 min	Staff Manager Enterprise
Enterprise & Practice Settings	This course provides a thorough review of system settings, including how to create Users and Groups, set up Phone Lines, and manage Resources.	40 min	Manager Enterprise
Introduction to Triggers	This introductory course covers everything you need to know about navigating Triggers in Artera.	30 min	Enterprise
Appointment Triggers	Appointment Triggers allow you to build automatic appointment reminders, appointment confirmations, and no-show/cancellation workflows. This course reviews our recommended Appointment Triggers and how to build them.	30 min	Enterprise
Inbound Message Triggers	Inbound Message Triggers empower Enterprises to automate repetitive, monotonous workflows, increasing operational efficiency. In this course, we'll review our recommended Inbound Message Triggers and how to build them.	30 min	Enterprise
Recall Triggers	Recalls are a call to action for a patient that generally do not have a set time and date for an action to be completed. In this course, we'll review our recommended Recall Triggers and how to build them.	30 min	Enterprise
Referral Triggers	In this course, we'll discuss how Referral configuration can vary depending on organizational needs, how to create your Referral Triggers, and provide sample workflows.	30 min	Enterprise
Campaigns	Learn how to create and send Campaigns, which are designed to message up to 30,000 patients at a time.	30 min	Manager Enterprise
Conversation Builder	Discover how to implement multi-step conversational Automations with Conversation Builder.	25 min	Manager Enterprise
Analytics Basic	Learn more about the Practice and Enterprise Analytics available to your organization within Artera.	25 min	Manager Enterprise
Analytics Plus	Better visualize your Artera data with Analytics Plus.	30 min	Manager Enterprise
Self Service Analytics	Learn everything you need to know when it comes to copying, creating new, or updating reports for your organization in Looker.	25 min	Manager Enterprise
Lines and Resources Requests	As your organization grows and changes, you’ll likely need to add new Practices, Locations, and Phone Lines to your Artera Enterprise. This course covers the required steps to complete any of the five types of Lines and Resources requests.	80 min	Manager Enterprise
Community Outreach: Sending Campaigns and Conversational Messaging	Learn how to send Campaigns as part of your Community Outreach programs. We will also review how to message with members to get them scheduled for a visit. Additionally, we will discuss how to configure your Artera Community Outreach Enterprise, including building Inbound Keyword Automations, adding users, and customizing your settings.	35 min	Staff Manager Enterprise
Appointment Automations Post-Implementation	Learn everything you need to know when it comes to updating, managing, and creating Appointment Automations in Artera.	60 min	Manager Enterprise
Inbound Message Automations Post-Implementation	Learn everything you need to know when it comes to updating, managing, and creating Inbound Message Automations in Artera	60 min	Manager Enterprise
Call-to-Text/Abandoned Calls Overview	This course is designed for Artera Users who need to communicate with unverified patients through the Artera Call Center Call-to-Text and Abandoned Calls functionality.	40 min	Staff Manager
Appointment Automations	Learn how to configure Appointment-specific Automations.	60 min	Manager Enterprise
Inbound Message Automations	Learn how to configure Inbound Message Automations, which are automatically triggered based on patient response keywords.	30 min	Manager Enterprise
Recall Automations	Learn how to configure Recall Automations, which are designed to get patients back into your clinic.	30 min	Manager Enterprise
Referral Automations	Learn how to configure Referral Automations, which allows you to quickly follow up on referrals received by your organization with automated patient outreach.	40 min	Manager Enterprise

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Artera Academy Course Catalog

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