The Inbox serves as the primary workspace for Artera Harmony Federal Edition (AHFE) users. It offers a centralized view of all Patient Channels across every Practice a user has access to. This Enterprise-centric design streamlines the process of locating and accessing patient communications, providing a comprehensive overview of all interactions between AHFE and the patient.  

Inbox Views

The Inbox offers flexible viewing options to help you manage patient communications effectively. You can easily switch between the All Messages and Scheduled views to see different information related to Patient Channels or appointments.

For more tailored access, you can create custom saved views by applying specific filters. These personalized views will appear under the “My Views” section within your Inbox, providing quick access to the patient information most relevant to your needs. 

All Messages

The All Messages view displays all of the Patient Channels that a user has access to across the AHFE Enterprise. The Patient Channels are sorted by the time of the most recent call time to the patient. Users can sort these Patient Channels by “newest,” “oldest" or “open,” “closed.” 

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. 

Click here to learn more about the All Messages view.

Scheduled

The Scheduled view provides a chronological list of appointments for a selected date. To access the Scheduled view, follow the steps below: 

1. Select Inbox from the left Navigation Bar. 

2. Choose Scheduled.

To access appointments for a specific day, simply select a date by clicking the calendar icon located in the Appointment Date field.

NOTE: The Scheduled view displays appointments, not patients or Patient Channels. This means that every patient scheduled with an appointment on the selected date, within the Practices the AHFE user has access to, will appear regardless of whether they have an existing conversation history. Additionally, if a patient has multiple appointments on the same day, they will be listed multiple times within this view. 

Click here to learn more about the Scheduled View.

Saved Views

Saved views offer a powerful way to quickly access your filtered lists of Patient Channels or appointments that you frequently use. Instead of reapplying the same filters repeatedly in the All Messages or Scheduled views, you can create and save a customized view, then reload it within a single click whenever needed. Your saved views are unique to you, so you can tailor them to your specific workflows without worrying about them appearing in your colleagues’ views.

To create a saved view, follow the steps below:

1. Navigate to the All Messages or Scheduled views.

2. Apply your desired filters using the filters panel.

3. Select Create View.

4. Name your saved view and select Save.

Your newly created view will appear under the “My Views” section in the left-hand Navigation Bar. To load a saved view, simply select it in the My Views list.

To delete a saved view, follow the steps below:

1. Select the saved view you want to delete.

2. Select the filters panel located at the top of the saved view.

3. Select the trash can icon.

4. A dialog box will appear asking you to verify that you want to delete the view. It also indicates that deleting a saved view will not delete any messages within that view.

5. Select Delete. A green success message will appear indicating that the view has been deleted.

NOTE: Saved Views store your filter criteria, not a static list of Patient Channels. This means that each time you load a saved view, you will likely see an updated list of Patient Channels that currently match your saved filter settings.