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Automated (IVR) Phone Calls

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Table of Contents

Patient Call InteractionMessage Content DeliveredCall Event Messages in Patient ChannelCreating a Phone MessageAbbreviationsAppointment Confirmation MessagesLanguage Preferences and TranslationsPreview Phone Message

Automated phone calls can be used to reach patients with a landline on file. You can use Triggers, Bulk Messages, and Campaigns to make automated phone calls.


Interactive Voice Response (IVR)

You may see Artera's phone call functionality referred to as "IVR" or Interactive Voice Response. This is the technical term for the automated phone system technology Artera uses to deliver phone calls to patients. 

Patient Call Interaction

Greeting

When a patient receives an automated phone call, they must answer with "hello" or another greeting to prompt the message to start. 

What happens if the call goes to voicemail? 

Artera's system uses answering machine detection to listen to the call's greeting. Based on the length and sound patterns of the greeting, it determines whether or not to leave a voicemail.

Message Content Delivered

The message a patient hears can depends on whether the patient answers the call. For example, if a patient does not answer an automated appointment reminder call and it goes to voicemail, Artera will not play the {eventConfirmText} Smart Phrase message that prompts patients to confirm their appointment by pressing 1. Instead, it will simply leave the initial part of the response.


Message

Answered

Voicemail

"Hi {clientFirstNameProperCase}, your visit at {eventLocationName} is on {eventDateAtTimeShort}. Does this time still work? {eventConfirmText}"

"Hi James, your visit at Primary Care is on Fri Dec 29, 2023, 12:00pm. Does this time still work? To confirm your visit please press 1, to reschedule your visit please press 3, to cancel your visit please press 5, to repeat this message please press 9."

"Hi James, your visit at Primary Care is on Fri Dec 29, 2023, 12:00pm. Does this time still work?"


Delete

{eventConfirmText} in Patient Channel

You are not able to see the {eventConfirmText} Smart Phrase in the Patient’s Channel for calls, regardless of whether the call was answered or not. The “To confirm your visit please press 1, to reschedule your visit please press 3, to cancel your visit please press 5, to repeat this message please press 9” will play for the patient, but it is not visible in the Patient Channel.

Call Event Messages in Patient Channel

There are several Event Messages that appear in the Patient Channel which can help you determine if the patient has received the call. 


Check out the following table for a list of the call status in Artera and the related Event Message:


Artera Call Status

Channel Event Message

Answered

The call was answered. This status will display for patients who prompt the message to start by answering the call with a greeting and for those who do not. 

Voicemail

The call went to voicemail.

Failed

The call could not be completed as dialed. NOTE: If a call fails to deliver to a patient, Artera will not attempt to redeliver the call.

No-Answer

The call was not answered and no voicemail was left.

Busy

The line was busy so the call was not completed.

Complete

None. This status does not create a related Event Message in the Patient’s Channel. The call will be assigned a "complete" status once the call has been made successfully but the patient hung up before the script began.

Creating a Phone Message

When configuring your phone message, keep the following recommendations in mind:

Abbreviations

Always use the full word for any term in your call scripts, as the IVR system might mispronounce abbreviations. For example, instead of writing "appt," you should write out "appointment."

  • Avoid using "/" which will read as "slash."

  • Avoid the abbreviations Bldg, N, E, S, W. Instead, type the complete word.

  • Recognized abbreviations include: Ste. and Ste as "Suite" and Dr. and Dr as "Drive."

  • 101-B ignores the - and will be read as "101B."

Appointment Confirmation Messages

When creating appointment reminder messages (i.e. messages where you are asking the patient to confirm an upcoming appointment), ensure the {eventConfirmText} Smart Phrase is the last part of your message. Remember, while you will not be able to see the {eventConfirmText} Smart Phrase content (e.g. "To confirm your visit, please press 1") in the Patient’s Channel for calls, the patient will hear that part of the message if the call is answered.

Language Preferences and Translations

Calls can be configured and delivered in any of the supported translations when translations are added to the call message. However, not all Smart Phrases accommodate the translations supported by the message capability in Artera

Delete

Translation Limitation

Call messages can be delivered in all 23 languages above and are configured using the same process, however, there is a notable exception related to the {eventConfirmText} Smart Phrase. Currently, only English, Spanish, and Russian are supported by the Smart Phrase via Call. If the call message is configured in another language like Danish, the initial part of the message will be delivered in Danish, with the {eventConfirmText} part delivered in English.


Example

James, vil du venligst bekræfte dit besøg på 04/13/2022 12:05pm med Dr. James Corey? To confirm your visit please press 1, to cancel your visit please press 5, to repeat this message please press 9.

Preview Phone Message

To preview a Phone Message:

  1. When creating or editing a call message in Bulk Messages, Campaigns, or Triggers, select the Phone icon.

  2. Enter a valid 10-digit phone number and select Call Me. 

  3. Say “Hello” to activate the message. 


Delete

{eventConfirmText} Preview Limitation

When previewing a call message containing {eventConfirmText}, the message will use the default {eventConfirmText} call language ("To confirm your visit please press 1, to cancel your visit please press 5, to repeat this message please press 9.")

Even if you have included "reschedule" as an option by updating your Appointment Status Options and customizing the Smart Phrase in your Default Settings, it will not be included in the call preview. However, "reschedule" will be present when the call is delivered to patients.

****Learn more about how Artera provides smooth, secure, and scalable AI for healthcare communications. 

call status call completed voicemail ivr fallback reschedule press

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