The All Messages view displays all of the Patient Channels that a user has access to across the Artera Harmony Federal Edition (AHFE) Enterprise. The Patient Channels are sorted by the most recent call time to the patient.

Users can sort these Patient Channels by “newest,” “oldest" or “open,” “closed.” More information on sorting and filtering in this view can be found in the “Sorting and Filtering in the All Messages View” section below.

To access the All Messages view, follow the steps below: 

1. Select Inbox from the left Navigation Bar.

2. You will then be automatically routed to the All Messages view within the Inbox.

NOTE: The All Messages view displays Patient Channels, not patients. A patient will only appear in this view if they have a conversation history within AHFE. Patients with no previous conversation history can be located using the Patient Search tool in the Patients Area. 

Sorting and Filtering in the All Messages View

Sorting

In the All Messages view, “open” Patient Channels are displayed by default. To display “closed” Patient Channels, select the Closed option below the search bar. 

By default, both the “open” and “closed” views sort Patient Channels from newest to oldest, meaning the most recent activity displays first. If you want to see the oldest Patient Channels first, select the Newest button below the search bar to reverse the sorting order. 

Filtering

Narrow down the list of Patient Channels in this view using the search box and the filters panel. You can combine keyword searches with filters for a more precise search.

The search bar lets you find patients by their name, Medical Record Number (MRN), or phone number. To access additional filtering options, open the filters panel by selecting the button to the right of the search bar. Here, you can filter by Practice, line, Location, Provider, Device, or General. 

Users can also filter their view to only see Patient Channels that have unresolved Internal Mentions and/or that they have starred or that are marked as “Needs Action.” Once filters are selected, choose Apply Filters. A green “Filters applied” success message will appear and you will automatically return to the “All Messages” view, which will now display the list of Patient Channels that match your chosen criteria. 

It is very important to clear your filters when ready. To do this, select the filters panel, choose Clear All, then select Apply Filters. 

Learn more about Internal Mentions and Starred patients.

Bulk Actions in All Messages View

Use Bulk Actions to take action on up to 50 Patient Channels at once. The Bulk Actions menu is available beneath the search bar in the “All Messages” view. It is a three-dot menu with two available actions: "Close Channels" and "Bulk Message".

Close Channels

The "Close Channels" Bulk Action allows users to efficiently close up to 50 open Patient Channels at once. This feature is particularly useful when there are many open Patient Channels that no longer require further action.

To do this, follow the steps below:

1. Navigate to the All Messages view. 

2. Select the Bulk Actions menu (three-dot menu below the search bar). 

3. Select Close Channels.

4. Choose the Patient Channels that you want the bulk action to close. 
   NOTE: Up to 50 Patient Channels can be selected at once.

5. Select Close Channels. A green success message with the number of Patient Channels closed will display. 

To close a single Patient Channel, open that specific channel, click on the Actions menu located within the Patient Channel and select Close Channel. This only affects the individual Patient Channel you are viewing.

Bulk Message

The "Bulk Message” Bulk Action allows you to send the same call message to up to 50 patients with a single action. This is handy for sharing updates like overdue payment reminders, insurance information, and more.

To do this, follow the steps below:

1. Navigate to the All Messages view. 

2. Select the Bulk Actions menu (three-dot menu below the search bar). 

3. Select Bulk Message.

4. Choose the Patient Channels that you want to bulk message.
   NOTE: Up to 50 Patient Channels can be selected at once.

5. Craft your call message in the “Draft Message” box. If available, you can choose the most appropriate Quick Response instead. 

6. To add a Spanish translation, select the EN button in the lower right corner of the message composer. Then, choose Spanish and enter your Spanish translation. Always verify the translation with a proficient speaker. 

7. Choose “Send to X patients” where X is the amount of Patient Channels selected to send the bulk message. 

NOTE: The line that is used to send the message to the patient is the line that is associated with each selected Patient Channel. Therefore, the lines used may likely vary. 

FAQs:

• I want to send a message to patients who are scheduled for an appointment and need to be notified about a schedule change. How can I do this in bulk?
  • To reach out, in bulk, to patients scheduled for appointments, navigate to Campaigns and select the "Patients with Appointments" audience source method. This method allows you to filter patients by appointment date, provider, appointment status, and more. Selected patients can then be sent a message in bulk. 
    
    
• How do I initiate a manual phone call to a patient with no prior conversation history within AHFE as I cannot locate these patients in the “closed” tab of the All Messages view?

• You can easily open a new Patient Channel if a patient doesn't appear in your "All Messages" view. Here's how:

  1. Search for the Patient: In the "All Messages" view, use the search bar to look for the patient by their name, MRN, or phone number.

  2. Access the Patients Area: If the patient doesn't appear in the search results, click the searching for the patient hyperlink that pops up. This will take you to the Patients Area.

  3. Open a New Channel: In the Patients Area, select the Open a Channel button.

  4. Choose Practice and Line: Select the Practice and line you want to use for the new Patient Channel.

  5. Confirm and Route: After you confirm your selections, you'll be automatically directed to the newly created Patient Channel within your "All Messages" view.