Quick Responses | AHFE
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Table of Contents
Using Quick Responses Manual Calls CampaignsCreating Quick ResponsesEdit or Delete Quick ResponsesCommon Quick ResponsesNOTE: This article is for only for Artera Harmony Federal Edition customers.
With Quick Responses, you can create and share templated responses to common patient questions or initiate outbound patient communication. Over time, your organization can build a personalized library of responses that meet most patient needs.
Using Quick Responses
When communicating with patients, Artera Harmony Federal Edition (AHFE) enables you to use Quick Response templates to provide quick, consistent messages, without the need to type the same sentences day after day when creating messages to initiate automated calls to patients.
Where can I use Quick Responses?
Quick responses can be used in Manual Messaging, Triggers, and Campaigns. You will be able to select any Default Quick Responses or Quick Responses created for the individual Practice.
Adding a Quick Response
Manual Calls
- When initiating a call to the patient from their Patient Channel, select the Lightning Bolt icon to open the Quick Responses menu.
- Quick Responses are listed in alphabetical order. Select the desired Quick Response to insert the templated message.
- The message will load, allowing you to review it and make necessary changes.
NOTE: Quick Responses are automatically translated into Spanish if the Spanish translation was added during the Quick Response's creation. This translation occurs when the call is made to the patient.
Event Smart Phrases
When using Quick Responses containing Event Smart Phrases (i.e. {eventProviderName}), ensure the patient has an upcoming appointment scheduled. If they do not, the call initiated through the Patient's Channel will not be made.
Additionally, if the patient has multiple upcoming appointments, the Event Smart Phrases will pull in the information for the patient's first upcoming appointment.
Campaigns
- When creating a Campaign, select the Lightning Bolt icon to open the Quick Responses menu.
- Quick Responses are listed in alphabetical order. Select the desired Quick Response.
- The message loads allowing you to review and make updates, as needed.
- Add a Spanish translation, as needed. To do this, select the + Add Translation button, click the Languages drop-down menu, choose Spanish. Then, insert the Spanish text and verify the translation with a proficient speaker.
NOTE: When using Quick Responses with Campaigns, it is important to confirm that you do not include any Event (i.e {eventDate}) Smart Phrases. Use the Smart Phrase wand to identify which Smart Phrases are supported by Campaigns.
Creating Quick Responses
Quick Responses can be created at the Enterprise-level for use in all Practices (Default Quick Responses) or at the Practice-level to suit Practice-specific needs (Quick Responses). Only Manager and Enterprise Admin users can create or modify Quick Responses in AHFE.
Creating a Quick Response Template
- Navigate to Settings > Enterprise Settings > Default QRs to create Quick Responses that will be available across your Enterprise. Alternatively, navigate to Settings > Practice Settings > Quick Responses to create a Quick Response specific to the Practice.
- In the upper-right corner of the screen, select + Create a Quick Response.
- Add a Display Name. This is what users will see when choosing a Quick Response, so be descriptive.
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Craft your message.
- We recommend using Smart Phrases to add some personalization.
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Select the + Add Translation link if you would like to include a Spanish translation for the Quick Response. Then, enter in the Spanish text.
- If used, this Quick Response will send in the patient's preferred language as long as the language preference on their Patient Facesheet is Spanish. Verify the translation with a proficient speaker.
- Select Save.
Edit/Delete Quick Responses
When viewing Quick Responses in Practice Settings, you will see both your Default Quick Responses and Practice-specific Quick Responses.
- Default Quick Responses: You can tell a Quick Response is built at the Enterprise Level if you only have the Edit Quick Response option when you click on the (...) menu. Note: You can only edit Default Quick Responses from your Enterprise Settings.
- Practice Quick Responses: You can tell a Quick Response is built at the Practice Level if you have the option to Edit Quick Response or Delete Quick Response when you click on the (...) menu. Here, you can either edit or delete the Practice Quick Response.
Common Quick Responses
Here is a list of the most popular Quick Responses: