Artera Analytics Explores serve as a starting point for data exploration. To customize a report to meet your organization's data needs, use an Explore as a starting point. 

Video Demo

How to Access Explores

• Log in to Looker

• Select the Explores tab located on the left sidebar of the screen:

• Choose a Self Service Explore. See Artera Explores below for information on each Explore.

• From the All Fields tab, select the fields (data categories) you wish to include in the report

• Once all fields have been selected and included in the report, Run the report to explore the data you wish to report on

• If the report meets your organization's data needs, save the report for future use:

• Select the settings gear in the top-right corner of the page
• Choose Save > As a New Dashboard, To an Existing Dashboard, or As a Look 
• Provide the new Dashboard or Look with a Title
• Select the Shared tab and choose Artera Self Service Analytics
• Select your Enterprise
• Choose Custom Reporting and click Save
  
  

Artera Explores

Review the available Explores below to better understand the various data points available in Self Service Analytics.

Appointment Details

The Appointment Details Explore contains data relating to appointments. Examples of data categories included in the Appointment Details Explore are:

• Metrics related to Automated or Manual Appointment Messages such as message text, reach, engagement, response-time, and effectiveness, confirmations, message type (sms vs. email), delivery status, and sent time

• Appointment Category

• Appointment Status History

• Appointment Time Converted

• Appt Request data for appointment reminders that solicit appointment response options from the patient (confirm, cancel, view, unconfirm, reschedule).

• Automation Current: Appointment Automation Data that reflects configurations in the app such as smart-phrases, descriptions, Email vs. sms, filters, and status.

• Practice Hours

• Clientpii (Appointment general patient information)

• Location (Location appointment scheduled in)

• Practice (Practice appointment scheduled in)

• Provider (Provider of appointment)

• Appointment ID Mapping Between Artera and EMR System

• NoShow Standouts

Example reports and Dashboards that use the Appointment Details Explore can be found in the Artera Analytics Plus folder:

• Appointment Reach Detail

• No Show Trends

• Executive Dashboard V2

Message Details

The Message Details Explore contains data relating to all messages. Some examples of data categories that can be found in the Message Details Explore are:

• Metrics related to Automated Messages such as the automation that triggered a message and the app configurations associated with the message automation.

• Metrics related to Manual Messages such as the user who sent the message, details regarding the last automated message that was sent before a manual message, and the message text.

• Campaign

• Carriers - Destination

• Carriers - Origin

• Message Type

• User (Both Patient and Agent Details)

• Language of Message

• Message Errors (Inbound SMS, Outbound Delivery Status)

• Message Time

• Line (Phone Line used to send message)

• MessageMetaData Recall IDs

• Message Inbound vs Outbound, and relationships to specific Recalls, \Appointments, Campaigns, Channels, Practices and links

• Message Responses (about Inbound, to Outbound)

Example reports and Dashboards that use the Message Details Explore can be found in the Artera Analytics Plus folder:

• Deliverability Dashboard V1.1

• Executive Dashboard v2

• Inbound Message Volume

• Manual Messaging

• Patient Message History

• Undelivered Messages

• Undelivered Messages by Practice and Line

• Wrong Number Inbound Messages

• Inbound Keyword Automation

• Inbound Keyword Report

Automations

The Automations Explore contains data relating to all Automations, particularly the metadata associated with an Automation. This comes from the content and configuration of the Automation within Artera. Some examples of the data categories that can be found in the Automation Explore include:

• Automation Status (including status changes)

• Automation Description

• Automation History & Versions including created date, updated date, and specific changes to an existing Automation.

• Automation configuration metadata pertaining to the Automation Module (Referral, Appointment, Recall, etc.)

• Automation Media and Links

• Templates

• Automation Patient Demographic and General Data

• Automation Events - for reporting on Event Types that are configured to trigger specific Automations within your current settings (e.g. telehealth visit, new patient, procedure, etc.)

• Message Text

• Mmd Delivery Status

• Automation by Practice

• Response - Keyword Trigger

Example reports and Dashboards that use the Automations Explore can be found in the Artera Analytics Plus folder:

• Full Automations Breakdown

• Deliverability by Automation

Campaigns

The Campaigns Explore contains data relating to Campaigns. Some examples of data categories that can be found in the Campaigns Explore are:

• Users

• Appointments

• Patients

• Status

• Campaign metadata like history, description, start times, end times, and created date

• Campaign Opt-Outs

• Clientpii Reached (patients reached)

• Response (Inbound responses from patients)

• Outbound Delivery Status

• Message Text

• Carrier IDs Destination and Line Details

• Campaign Practice Details

Example reports and Dashboards that use the Campaigns Explore can be found in the Artera Analytics Plus folder:

• Campaign Effectiveness v2

• Campaign Delivery

• Campaign Responses

• Campaign Patients with Undelivered Outreach

• Patient Opt Outs To Campaigns

Channel State History

The Channel State History Explore contains data relating to Patient Channel status changes over time. Some examples of data categories that can be found in the Channel State Explore are:

• Channel metadata such as links, current state, previous state, and updated date

• Channel Link

• User (Artera users in Patient Channel)

• Patient Details

• Pinned Patient

• Patient Response Time

• Channel Open Time

• Channel State History

• Practice

• Practice Hours 

• Line (Phone Lines used to communicate in Patient Channel)

• Location

Example reports and Dashboards that use the Channel State History Explore can be found in the Artera Analytics Plus folder:

• User Activity

• Build Report

• Patient Response Time Dashboard v2.3

ChatAssist AI

The ChatAssist AI Explore contains data relating to ChatAssist AI performance and KPIs over time. Examples of data categories that can be found in the ChatAssist AI Explore are:

• Appointment Conversations

• Conversation Context

• Patients

• ChatAssist AI First Message Context

• Decision Tree Logic

• Expiration Messages

• Practice

• Inbound Messages

There are no reports or Dashboards currently in the Artera Analytics Plus folder that use the ChatAssist AI Explore. 

Encounter

The Encounter Explore contains data relating to Encounters like Post-Discharge, Admissions, and Transfers. Some examples of data categories that can be found in the Encounter Explore are:

• Encounter Patient Info (Clientpii)

• Encounter Type Details

• Encounter Diagnosis

• Encounter Procedure

• Practice

There are no reports or Dashboards currently in the Artera Analytics Plus folder that use the ChatAssist AI Explore.

Link Tracking

The Link Tracking Explore contains data relating to Secure Link-Related metrics. Examples of data categories that can be found in the Link Tracking Explore are:

• Link Engagement like Click Count and Clickthrough Rates

• Automation (Link engagement by Automation)

• Campaign (Link engagement by Campaign)

• Practice (Link engagement by associated Practice)

• Type (Link engagement by Type)

• Location (Link engagement by associated Location)

• Link Message Context

• Responses

• Link Sent Status

Example reports and Dashboards that use the Channel State History Explore can be found in the Artera Analytics Plus folder:

• Link Clickthrough Rate

• Automation Link Tracking Report

Mentions

The Mentions Explore contains data relating to Mentions. Some examples of data categories that can be found in the Encounters Explore are:

• User - Creator

• User - Receiver

• User - Resolver

• Mentions as they relate to patients within a conversation

• Mentions Messages

• Group (Mention by User Group)

• Line (Mentions by Phone Line)

• Practice (Mentions by Practice)

Example reports and Dashboards that use the Mentions Explore can be found in the Artera Analytics Plus folder:

• Mentions Dashboard

Opt-Outs and Opt-Ins

The Opt-Outs and Opt-Ins Explore contains data relating to Opt-Out/Opt-Ins to SMS. Some examples of data categories that can be found in the Opt-Outs and Opt-Ins Explore are:

• Clientpii (Opt-Out/Opt-In Details for patients who opted out/in to texts)

• Practice (Opt-Out/Opt-In Details by Practice)

• Opt-Out/Opt-In following specific messages

• Line (Opt-Out/Opt-In by Phone Line)

• Opt-Out Short Code 

Example reports and Dashboards that use the Opt-Outs and Opt-Ins Explore can be found in the Artera Analytics Plus folder:

• Opt Outs

• Patient Opt Out

Recall

The Recalls Explore contains data relating to Recalls. Some examples of data categories that can be found in the Recalls Explore are:

• Recall Matching to Rule

• Recall Messages

• Automations Current (Recall Automations)

• Outbound Delivery Statuses

• Recall Events

• Recall metadata like created and updated dates, statuses, schedule dates etc.

There are no reports or Dashboards currently available in Artera Analytics Plus that use the Recall Explore.

Referral

The Referral Explore contains data relating to Referrals. Some examples of data categories that can be found in the Referral Explore are:

• Referrals Diagnosis

• Referral Types

• Referral Responses (Accept, Decline, No Response)

• Referral by Location

• Referral by Provider

• Referral to Provider

• Referral Authorization

• Specialty

• Practice 

There are no reports or Dashboards currently available in Artera Analytics Plus that use the Referral Explore.

Users

The User Explore contains data relating to users in Artera. Examples of data categories that can be found in the Users Explore are:

• Practice (User by Practice)

• User Activity

• Resource

• User Group Details

Examples reports and Dashboards that use the User Explore can be found in the Artera Analytics Plus folder:

• User Activity

Artera Patients

The Artera Patients Explore contains data relating to Artera patients who have been successfully loaded into Artera. Examples of data categories that can be found in the Artera Patients Explore are:

• Patient Contact Info Updates

• Clientpii (General patient information)

• Bad Patient Numbers by Enterprise

There are no reports or Dashboards currently in Artera Analytics Plus that use the Artera Patient Explore.