Artera’s Enterprise Enablement team is here to help your organization operate seamlessly within the platform. Our goal is to leverage our tooling and expertise to ensure all of Artera’s features and functionalities are performing optimally, allowing your team to focus on what matters most.

For details on how Artera’s Enterprise Enablement team can support your organization, please see below.

How to Submit Requests

To submit an Enterprise Enablement request, log into Artera’s Customer Resource Center and select Enterprise Enablement Request beneath the Support section. For information on how to log in, click here. 

When submitting your request, please select the appropriate request category and include a due date, if possible. Keep in mind that all submitted requests will undergo review and additional discussions may be required before final approval.

NOTE: Requests may take up to two weeks to complete, so ensure you allow sufficient time for processing. For urgent requests requiring prioritization, please connect with your Customer Success Representative to discuss escalation options.

Communication Management

Artera’s Enterprise Enablement team can help your team configure automated communication to improve how your organization connects with your patients. This includes:

• Building Triggers: Set up automated messages to patients and auto-responses that fit your communication needs. Click here to learn more about Triggers.

• Editing Triggers: Improve Triggers to ensure they achieve what is intended.

• Building New Automations: Set up automated messages to patients and auto-responses that fit your communication needs. Click here to learn more about Automations.

• Updating Automations: Maintain your Artera environment by making necessary Automation updates (including new targeted patient populations, new providers or Events to filter by, etc.).

• Updating Text or Instructions: Keep message content up-to-date and easy to understand for patients.

• Adding New Languages: Expand your reach by adding new languages to Automations, Triggers, and Quick Responses. Click here to learn more about Artera’s supported languages.

• Editing Existing Languages: Fine-tune translations in existing outreach to improve clarity.

• Setting up After-Hours Messaging: Ensure patients know when they can reach you. Click here to learn more about After-Hours Auto-Responses.

• Adding Enterprise Branding (logos, secure previews, etc.): Make your organization’s brand stand out to increase brand awareness amongst patients.

Conversation & Workflow Management

Artera’s Enterprise Enablement team can make it easier for your organization to use messaging workflows and have engaging conversations with your patients. This includes: 

• Setting Up Conversation Flows: Create clear and simple flows for smoother patient interactions. Click here to learn about Conversation Flows.

• Creating Conversation Flow Templates: Create reusable templates for common conversations. Click here to learn about Conversation Flows templates.

• Improving Conversation Flow Templates: Update templates to make them more effective to suit patient outreach needs.

• Troubleshooting Conversation Flow Problems: Troubleshoot issues with Conversation Flows.

• Updating Conversation Flow Workflows: Adjust existing Conversation Flows to meet your patient outreach goals.

• Deploying Conversation Flows: Ensure new Conversation Flows are added without issues.

• Testing and Reviewing Conversation Flows: Review Conversation Flows to maintain functionality. 

Platform Operations

Artera’s Enterprise Enablement team can ensure that your Artera platform works the way you need it to. This includes: 

• Merging, Splitting, or Moving Practices: Organize Practices to suit business changes.

• Uploading Events: Add Events to Artera for enhanced organization and tracking.

• Editing Events: Update Event details to keep them accurate and useful.

• Adding Instructions for Events: Provide clear instructions for certain Events.

• Disabling Events: Remove Events that are no longer needed.

• Uploading New Resources: Add Locations or providers before they begin scheduling.

• Editing Resources: Keep resources updated.

• Disabling Resources: Remove outdated Locations or providers no longer scheduling.

• Building Surveys: Create surveys to collect useful feedback.

• Updating Surveys: Keep your survey questions relevant.

• Support Demo Build (up to 10 Practices): Maintain your Artera Demo environment to match your Production environment.

• Changing Practice Settings: Update settings for better efficiency.

• Hiding Practices: Remove Practices that are not in use.

• Expanding Existing Use Cases: Identify new ways to use Artera.

• Growing Enterprise Practices: Scale up your operations effectively.

User Management

Artera’s Enterprise Enablement team can make it simple to manage your team’s resources and users. This includes:

• Creating New Users: Add new team members to Artera in bulk.

• Editing User Details: Update Artera user information in bulk.

• Removing Users: Remove Artera users who no longer need access.

• Updating Users, including Resources: Make sure Artera users have the filters they need to work efficiently in the platform.

Platform Support & Analytics

Artera’s Enterprise Enablement team can help your organization leverage data to optimize your utilization of the platform. This includes: 

• Organizing Optimization Requests: We sort and prioritize requests for improvements.

• Help with Analytics Questions: We partner with Artera’s Analytics Team to get answers fast.