Patients Area
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Accessing patient communication activity is essential for troubleshooting and can provide valuable insights into how to optimize your organization’s patient messaging strategy.
Quickly search for and view all Communication Activity for a patient across your Artera Enterprise with the Patients Area. This displays all prior communications with a patient across all of your Artera Practices, including any Outbound Messages sent to patients through third-party vendors.
How do we use the Patients Area view?
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There are two ways to access the Patients Area view.
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Option 1: Select View Patient on the Patient Facesheet. NOTE: This option will take you directly to the patient’s Communication History. Next, skip to Step 4.
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Option 2: In the Navigation Bar, select Patients and proceed to Step 2.
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Option 1: Select View Patient on the Patient Facesheet. NOTE: This option will take you directly to the patient’s Communication History. Next, skip to Step 4.
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Once in the Patient Search view, enter the first name, last name, full name, or the unique patient identifier for the patient you are searching for.
NOTE: As you type, suggested patients with their unique identifiers will appear in the drop-down. A null value next to a patient’s name indicates that the patient is an Unverified Patient in all Practices.
- Select the patient.
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You will be routed to the patient’s Communication Activity, displaying several key pieces of information:
- The patient’s full name and unique patient identifier.
- The date and time in which the message was sent in by the patient or out to the patient.
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The initials or logo of the sender of the message.
- Messages sent by the patient or an Artera User will display their initials. Messages sent automatically from Artera through Triggers, Broadcasts, or Campaigns will display the Artera logo. Messages sent by a third-party will display the vendor's name.
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This will display the message content, full name of the sender, and how the message was sent to the patient.
- Artera-Bot indicates automatic delivery of the message to the patient
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This will display the names of the Artera Practice and Line where the inbound message was received or outbound message was sent from.
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Available filters to show the patient's Communication Activity
- Start: The start date for which you would like Artera to begin the patient’s Communication Activity search
- End: The end date for which you would like Artera to conclude the patient’s Communication Activity search
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Sender: The sender of the message. Sender options include -
- Patient
- Staff
- Artera-Bot
- Vendor
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Message Type: The type of message you would like to search for in the Communication Activity. Message Type options include -
- Manual - Communication with individual patients directly through their Patient Channel.
- Inbound - Messages sent to Artera by a patient.
- Automation - Automated delivery of messages to patients through Artera’s Conversation Flows and Triggers functionality.
- Campaign - Used for sending large volume outreach to up to 30,000 patients at once.
- Broadcast - Used to quickly send up to 3,000 patients per Practice a message.
- Outbound via API - Used to deliver text messages generated from your EMR or a third-party vendor to patients.
- External -- Messages that are sent to patients outside of Artera (i.e. from your EMR).
- Practice: The Artera Practice in which messages were sent or received to or from the patient.
- The amount of rows of Communication Activity displayed per page. Up to 100 rows of Communication Activity can be displayed at a time.
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Click on a row of Communication Activity to be routed into the Patient’s Channel.
- Note:This will not route you directly to the message, only to the Patient Channel where the message was sent or received. Use the date header to jump to the date of the message. Click here to learn more
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To exit out of the current patient’s Communication Activity and begin a new patient search, select Patient Search in the upper-left corner of the page.
FAQs
Is this functionality available to all Artera User Types?
Yes, the Patients Area is viewable to all User Types. Staff and Managers can view messages for Lines they have access to. However, only Enterprise Users can view all message content across all Practices.
Can I search for more than one patient at a time?
No, only one patient can be searched for at a single time.
Can I search for a patient using their email address?
Searching by email is not supported. Please search for patients using their name and/or unique patient identifier.
Can I search for a patient using their phone number?
Searching by phone number is not supported. Please search for patients using their name and/or unique patient identifier.
Note: In some instances, a phone number search may yield the result of an Unverified Patient whose Patient Channel was created in Artera before the patient’s record was created in the EMR and sent to Artera.
Why am I unable to find a patient that I am searching for?
If you are having trouble locating a patient, be sure to:
Confirm you are entering the patient’s correct name or unique patient identifier
Clearing any previous search filters
If you are unable to locate a patient using their name or unique patient identifier and you have confirmed that the patient exists in your Artera Enterprise, please submit a Support Case with our Support Team for review. In your Support Case, include the following details:
Your name
Your organization
The full name and unique patient identifier of the patient you are attempting to search for
Does the ‘Allow Practices to Message and Search for Any Patient across Enterprise’ Default Setting impact patient search results?
No, search results are not impacted by this Default Setting.