2024 Releases
- Get Started
- Automations
- Patient Channel
- Patient Facesheet
- Collaborative Inbox
- Lines & Resources Requests
- Lines, Events, Resources
- Analytics
- Platform Settings and Configuration
- Users and Groups
- Campaigns
- SMS Basics
- Troubleshooting and FAQ
- Conversation Flows
- Add-Ons
- Release Notes
- Technical Specifications
- Referrals
- Self-Rescheduling
- Recalls
- Marketplace
- Triggers
The Artera team is hard at work improving our platform for all users. With each release, you can expect improvements and/or bug fixes.
July 2024
July 25, 2024
Fixes:
- The External ID filter available on the Events tab when filtering Triggers now allows for partial match. Click here to learn more about Triggers.
July 24, 2024
Fixes:
- Users can now filter by 1-day intervals in the Patients Area, as expected. Click here to learn more about the Patients Area.
July 22, 2024
Improvements:
- Updated the Artera Analytics Plus data model and the reporting backend for an enhanced customer experience. To learn more about Artera Analytics Plus, click here.
July 18, 2024
Improvements:
- A user's column sorting and filter selections set on the Oubound and Inbound Triggers overview pages are now maintained when a user's view is reloaded. Do note that all the sorting and filters will be restored to the default upon user logout. Click here to learn more about Triggers.
July 17, 2024
Improvements:
- Clickable hyperlinks beneath 'Audience Filters,' 'Event Filters,' and 'Resource Filters' are now available in the Details side panel when creating a Trigger. Selecting these links allows users to identify which filters they have applied to the Trigger. Click here to learn more about Triggers.
July 16, 2024
Improvements:
- "Conversation Manager" has been relabeled to "Triggers" and is now available to all Artera customers. Click here to learn more about "Triggers".
- "Conversation Builder" has been relabeled to "Conversation Flows." Click here to learn more about "Conversation Flows".
- When configuring Time Offset Intervals for Triggers, minutes offset can either be 0 or a minimum of 10 minutes. Then, you can offset the delivery of these messages in 5-minute increments. Click here for more information.
Fixes:
- To maintain a high quality experience, Artera has paused the roll out of the new navigation in Production environments. The new navigation experience is now available in all Demo environments. Watch this video for a brief overview of these changes.
July 10, 2024
Improvements:
- A clickable link beneath 'Practices' is now available in the Details side panel when creating a Trigger. Selecting this allows users to identify which Practices they selected to use the Trigger. Click here to learn more about Triggers.
July 2, 2024
Improvements:
- When a patient who shares a phone number with another patient messages into a Line indicating who they are within their first message, they will bypass the Multiple Patient Message and can continue to message under the patient they indicated themselves to be for the next 24 hours. Click here for information on the Multiple Patients with One Phone Number workflow.
July 1, 2024
Improvements:
- The Type, Timing, and Status columns for Outbound Triggers on the Triggers Overview page can now be sorted, as needed. The Status column can now be sorted for Inbound Triggers. Click here for more information on Triggers.
June Release Video
June 24, 2024
Fixes:
- After-Hours Auto-Responses will now correctly start a Conversation Builder session if the After-Hours Auto-Response includes a Conversation Smart Phrase.
June 21, 2024
Improvements:
- "Conversation Manager" is now referred to as "Triggers" in Artera.
June 12, 2024
Improvements:
- Upon duplicating a Campaign that includes translation(s), the 'I have verified this translation with a proficient speaker' dialog box now remains checked for the duplicated Campaign. Click here for information on Campaigns.
June 10, 2024
Fixes:
- The Estimated Referral Revenue tile in the Referral Performance Report now includes data for Referrals with a scheduling status of 'Scheduled.' Click here to learn more.
June 7, 2024
Improvements:
- Duplicate MRNs included in a Campaign's uploaded .CSV file are now automatically removed by Artera in order to prevent patients from receiving repeated, identical Campaign messages. Click here to learn more.
May 2024
May Release Video
May 31, 2024
Fixes:
- The styling of the 'Create New' button in Conversation Builder has been reverted. Click here to learn more about Conversation Builder.
May 24, 2024
Fixes:
- Manager Users can now successfully search for patients that they have access to from within the Patients Area, as expected.
May 22, 2024
Fixes:
- Triggers configured to send to patients based off a No Show system status are now firing, as expected, when built from within Conversation Manager.
May 21, 2024
Improvements:
- Accessing patient communication activity is essential for troubleshooting and can provide valuable insights into how to optimize your organization's patient messaging strategy. Use the new Unified Patients Area to search for and view communication activity for a patient across your Practice or Enterprise. Click here for more information. NOTE: Access to patient communication activity varies based on User Type.
- When editing a patient's preferred number on the Patient Facesheet, a new dialog box appears where the user must select the patient's new preferred phone number and save changes. Click here for more information.
May 20, 2024
Fixes:
- Age ranges included in an Automation are no longer changed when anything else in the Automation, such as the Automation's message content, is modified.
May 13, 2024
Improvements:
- Campaign Categories are now available. This allows users to categorize a Campaign by topic, such as Appointments, Referrals, Scheduling, and more. Categories will also be available in reporting. Click here to learn more about how to use Campaign Categories.
Fixes:
- Duplicating a Trigger in Conversation Manager with a Patient Age Range Filter will now copy over the same Patient Age Filter instead of increasing the Patient Age Range by one.
May 10, 2024
Fixes:
- The Conversation Manager Outbound Overview page will now display an accurate count of Filters applied to a Trigger.
May 07, 2024
Fixes:
- When users send a Manual Message, the Multiple Patient Same Phone Number warning will only appear to the user if the patient's primary phone number is shared with another patient's primary phone number.
April 2024
April Release Video
April 30, 2024
Improvements:
- An updated error message displays when crafting a Campaign message with translations that have not been verified by a proficient speaker. The error message identifies which translations must be verified prior to moving forward in the Campaign build process.
April 29, 2024
Improvements:
- Emails sent to patients via Artera are now delivered through a patient-friendly email address of messages@artera-email.io. Click here to learn about sending emails through Artera.
April 24, 2024
Improvements:
- The Referrals Performance Report, available to Artera Referrals customers, has been enhanced. The logic to qualify a Referral as "scheduled" and/or "completed" has been expanded to leverage the Scheduling Status field or a linked appointment ID rather than solely a linked appointment ID. Click here for more information on this report.
Fixes:
- Users will now see the Broadcast floating action button in the correct place.
- Users will no longer see the Artera logout button extending past the Collaborative Inbox view.
April 23, 2024
Fixes:
- Event Messages remain visible within a Patient's Channel, even upon browser refresh.
- When a user leverages the "Send Appointment Confirmation" action, the entire message is now sent in English to patients, regardless of the patient's language preference displayed in the Patient Facesheet.
April 22, 2024
Fixes:
- When patients send a message to an Enterprise's high-volume toll-free number and their message cannot be routed back to a Practice's Line, an error message is now sent back to the patient, as expected.
April 18, 2024
Fixes:
- When hovering over patients in the MPSP selector, the highlight color of the patient hovered over is now a light lavender. This makes it easier for users to read the name of the patient.
April 17, 2024
Improvements:
- The Campaigns creation flow has been updated to be more user friendly. Click here to learn more about how to build Campaigns.
- If a patient shares a phone number with another patient in the Practice, an X Patients with Same Phone box will appear beneath the Patient Info section on the Patient Facesheet (where X is a number). This allows users to access a list of other patients who share the same phone number in the Practice. Click here to learn more.
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Fixes:
- IVR (phone) messages made to patients are now delivered without a delay on the patient's end.
April 16, 2024
Fixes:
- A Practice's Inactive Phone Lines no longer display in the Lines drop-down menu when creating Broadcasts or Campaigns.
- Customers leveraging Artera on mobile devices will now see the send button and toolbar, as expected.
- Conversation Builder automated responses back to patients now work, as expected.
- Users can scroll on the Patient Facesheet, as expected.
April 12, 2024
Fixes:
- An error message no longer appears when users attempt to access Practice-level Automations.
April 11, 2024
Improvements:
- Warnings are now displayed to users who craft unsecure text Campaign or Broadcast Messages that exceed 1,600 characters in length. If Smart Phrases are included in the Campaign or Broadcast message, the warning message is then displayed once the message reaches 1,000 characters. The initial warning message is displayed in yellow. If a user attempts to proceed with the long message, a red error message with the same verbiage will display. Learn more about Broadcasts and Campaigns.
Fixes:
- Users will be presented with a new error message when attempting to access a Campaign that exists in Practice A but not practice B. The error message now reads: "We cannot find this Campaign in your current Practice."
April 10, 2024
Improvements:
- The embedded Practice Analytics Dashboard can now be interacted with directly from within Artera and a Practice's data can be filtered by a specified time frame. For more details on Practice Analytics, click here.
April 2, 2024
Improvements:
- A Location's ID now displays in Artera. To view this information, navigate to the Practice Settings menu > Resources > Locations tab. The Fax column, which previously displayed the fax number associated with a Location (if applicable) on this page has been removed. However, fax continues to be a modifiable field when editing a Location Resource. Click here to learn more about Resources in Artera.
Fixes:
- When a patient responds 'No' to the MPSP (Multiple Patients Same Phone) prompt, the patient's upcoming appointment is no longer cancelled.
April 1, 2024
Fixes:
- Events and any associated Event History now display appropriately within a Practice.
March 2024
March Release Review
March 28, 2024
Improvements:
- Two new Dashboards are available: Patient Engagement Benchmark Report and No-Show Recovery Dashboard. NOTE: These Dashboards are part of our Artera Harmony offering. Click here to learn more. Please connect with your Customer Success Representative for more information.
March 27, 2024
Fixes:
- When copying and pasting Spanish messages into a Conversation Builder Decision Tree, the pasted content is now formatted appropriately in the Spanish text box.
March 20, 2024
Improvements:
- A survey completion text message will no longer be sent to patients who complete a survey via Typeform. Click here to learn more about sending Satisfaction Forms to patients.
Fixes:
- Automated messages are delivered to patients only via the communication methods that the Automation was configured with. For example, patients will no longer receive the verbiage associated with a call message as a text.
- The Line and Resource filters associated with a Staff User's profile are now correctly displayed to the Staff User when attempting to filter.
- The Method filter now works as expected in the Conversation Builder Template Library view. This filter allows Enterprise Users to filter Conversation Builder Templates by method of delivery (SMS or Voice).
March 19, 2024
Fixes:
- An error message that reads "Server Error: 413 Payload Too Large" no longer appears for users when creating a Broadcast message to send to less than 3,000 patients.
March 18, 2024
Fixes:
- Text that is entered into the Description field of a Conversation within Conversation Builder now wraps rather than overflows out of the Description field. Click here to learn more about Conversation Builder.
March 15, 2024
Improvements:
- For security purposes, users must now wait 60 seconds before requesting a new login code when logging into Artera's Demo environment.
March 14, 2024
Fixes:
- If an After-Hours Auto-Response is configured for your Practice, it will be sent to all individuals who message into your Practice outside of the Practice's business hours, regardless of what type of message is sent in (text, images, video).
March 12, 2024
Fixes:
- When modifying an existing Automation, an "Automation was created" record is no longer added to that Automation's Edit History.
March 5, 2024
Improvements:
- Conversation Builder customers can now search and filter for existing Conversations or Templates with the new search and filter functionality. Click here to learn more.
February Release Review
February 29, 2024
Improvements:
- For enhanced security, Secure Message login codes are now valid for 30-minutes rather than 24-hours. Click here to learn more about the Secure Messaging Portal for patients.
February 27, 2024
Fixes:
- Patients that are selected for a Broadcast Message from within the Recent Messages or the Scheduled View will now remain selected, even as users search for other patients to select. Click here to learn more about Broadcasts.
February 21, 2024
Improvements:
- Links sent to patients with an .ai Top-Level Domain (TLD) will now be automatically shortened using Artera's Link Shortening service. Click here to learn more about Link Shortening.
February 20, 2024
Improvements:
- Improved back-end functionality to support the deliverability of Campaigns and Inbound Message Automations. These updates are not visible in the UI and will not impact users.
February 15, 2024
Fixes:
- Inbound Message Automations that are configured to send an auto-reply to patients and that auto-reply includes Event Smart Phrases, will now trigger based on keywords in any message that was initially received from a patient. The Event Smart Phrases in the auto-response will populate with information associated with the patient's most upcoming appointment in the Practice. Click here to learn more about Artera's Inbound Message Automations.
- The Load Closed Channels button now appears at the bottom of the Collaborative Inbox, as expected.
February 14, 2024
Improvements:
- Users can now search for patients in Artera using a phone number format that includes parentheses and/or dashes. For example, (123) 456-7890.
February 8, 2024
Improvements:
- Referral message throttling is now available with Artera's Referral Automations Queues. This allows your organization to control the rate at which automated Referral messages are delivered to patients. Click here to learn more.
- The 'Apply Filters' button is now visible to users when selecting filters to use within the Recent Messages or Scheduled views.
February 5, 2024
Fixes:
- Users are now able to successfully upload Attachments with a file size of up to 10 mb when sending a Secure Message to a patient. Click here to learn more about Rich Media Attachments.
February 1, 2024
Fixes:
- Synced patient contact preferences are now respected when conducting automated outreach to patients, as expected. Click here to learn more about how Artera uses a patient's contact preference for outreach purposes.
January 2024
January 30, 2024
Improvements:
- A Practice's entire name, regardless of its length, now displays within the Practice menu. Previously, if a Practice name was considerably long, it would get cut off and make it difficult for users to navigate to the appropriate Practice.
January 25, 2024
Fixes:
- The Action to "Set Patient Channel Status" in a Conversation Builder workflow now reads, "Updates the status of the Patient Channel to Open or Closed." Previously, the "Pending" status was inadvertently included in the Action's description. Click here to learn more about Conversation Builder Response Actions.
January 24, 2024
Fixes:
- The Settings sidebar no longer displays for users when navigated to a Campaign Details page. Click here to learn about the Campaigns Details page.
- App Sounds and App Notification User Settings are now respected for Internal Mentions. Click here to learn more about these User Settings.
January 23, 2024
Fixes:
- The option to update a Campaign's start date or time after the Campaign has already been launched is no longer available. Once a Campaign has started, it will continue to run unless paused. Click here for information on managing Campaigns.
January 22, 2024
Fixes:
- Attachments added to an Automation will no longer be removed from the Automation when that Automation is modified by a user. Click here to learn about sending Attachments.
January 19, 2024
Fixes:
- An error message no longer appears for users when attempting to modify the Action associated with an existing Inbound Message Automation. Click here to learn more about Inbound Message Automations.
January 16, 2024
Fixes:
- When adding translations to messages by using Artera's language drop-down menu, an error message now displays if Google Translate is down and therefore, unable to auto-translate messages from English into the chosen language. In the event that this occurs, users can now manually input the translated message into the appropriate message field. Click here to learn about language translations.
January 15, 2024
Fixes:
- Appointment confirmations received in Vietnamese no longer inadvertently cancel a patient's appointment.
January 2, 2024
Fixes:
- Previously, some Enterprise Users were unable to see the Data Consent page in Enterprise Settings. This fix will ensure that all customers who have access can now view it. Click here to learn more about Data Privacy and Consent.