Patient Facesheet Overview
- Get Started
- Patient Channel
- Patient Facesheet
- Collaborative Inbox
- Lines & Resources Requests
- Lines, Events, Resources
- Platform Settings and Configuration
- Users and Groups
- SMS Basics
- Troubleshooting and FAQ
- Conversation Builder
- Release Notes
- Technical Specifications
Table of ContentsOverviewPatient InfoPatient VerificationEvents and AttachmentsWorking with the Patient FacesheetPreferred Phone NumberManaging CommunicationPrevent Email and Call AutomationsUpcoming Appointment
The Patient Facesheet allows you to view patient information synced from your EMR directly into Artera.
This information allows Artera users to efficiently communicate with patients about their upcoming appointments and quickly verify any Protected Health Information (PHI) prior to sending messages.
The Patient Facesheet is visible on the right-hand side of the Artera environment and is made up of two sections: Patient Info and Events/Attachments.
This section displays all basic patient information synced from your Electronic Medical Record (EMR) in addition to Artera-specific settings.
*Note: Portal Enrollment Status will only display on the Patient Facesheet if that value is mapped from your EMR to Artera and you have enabled the Portal Enrollment Default Setting.
Within Artera, there are Verified and Unverified Patients. Unverified Patients will not display a unique patient identifier. Learn about the limitations that exist with Unverified Patients here.
How does a patient get Verified?
There are a few ways that Verified Patients enter your Artera Practice:
During implementation, the patient was part of a Future Appointment Upload to Artera as part of the Go-Live process.
After Go-Live, an appointment is scheduled for the patient in the EMR and then sent to Artera through the HL7 interface
Events and Attachments
Below the Patient Info section, you will see a patient's upcoming Events and any Attachments shared between the patient and the Practice. Important: The Events and Attachments displayed within the Patient's Facesheet are Practice-specific and will display information based on the Practice the user is currently navigated to.
The Events section displays the patient's future appointments within that Practice, as well as any other Events supported by your Artera configuration. For example, Recalls and/or Referrals.
There are several Events types displayed within the Patient Facesheet, depending on which Artera functionality your organization has implemented:
Note: Even if your organization does not use an Event (i.e. Referrals), the header will still appear in this section.
Under Attachments, you will see any photos, videos, files, or Patient Satisfaction Forms that have been exchanged between the patient and that Practice. Note: The Attachments tab is Phone Line-specific and will only display Attachments for the Phone Line the user is accessing.
There are five categories of Attachments:
Working with the Patient Facesheet
Preferred Phone Number
Patients may have more than one phone number which can complicate contacting them. Within Artera, you can switch between the available phone numbers synced from your EMR when patient contact preferences are not synced. Note: Email is not supported as a preferred contact. Click here to learn more.
There are a few ways to stop outgoing text messages to a patient who asks to no longer receive messaging.
Automatically: If a patient replies with “stop,” “cancel,” unsubscribe” or another protected keyword, the patient will automatically be opted out of receiving text messages by the phone carrier and their SMS Status will change to Opted Out. Note: This functionality is specific to the individual phone number. If the patient wants to unsubscribe from multiple Phone Lines tied to your Practice, this will need to be done for each Phone Line.
Manually: If a patient requests to stop texts in another way (for example, they call you and ask to stop texting them), please disable texting. You can do this by toggling the Texting Allowed setting to No on the Patient's Facesheet. Note: This functionality is Practice-specific.
Prevent Email and Call Automations
Important: These statuses do not impact Call or Email Automations. If the patient has requested all communication to cease, please set them to Do Not Contact in your EMR or use the Do Not Contact toggle in Artera if contact preferences are not being synced from your EMR.
In situations where the patient responds to a confirmation message but does not follow the prompts (i.e. responds “Yes, I can make it. Do I need to bring my insurance?” instead of “Y”), you can manually confirm the appointment for them directly from the Event within the Patient Facesheet.
To do this, click the (...) menu for the upcoming appointment and select Mark as Confirmed.
Shortcut: Use SHIFT + CLICK to confirm one or multiple appointments.