Artera Harmony Federal Edition (AHFE) has two settings menus that allow you to configure your Practices and Enterprise to fit your needs. Enterprise Users can access the following:

• Practice Settings: These settings are located within the Practice Settings menu and only apply to the Practice indicated at the top of the page. Manager Users can also access Practice Settings. Click here to review Practice Settings.

• Default Settings: These settings are found in your Enterprise Settings menu and apply to all Practices within the Enterprise. These settings are covered below.

Accessing Default Settings 

1. Select Settings in the lower-left corner of the navigation bar.

2. From the Enterprise Settings menu, choose Default Settings.

Available Default Settings

Actions to Reopen Patient Channel

Choose which appointment responses will re-open the Patient Channel. This can also be dictated at the Practice-level using Practice Settings.
NOTE: The "Reschedule" status does not apply to AHFE.

• For customers who do not send the appointment status from AHFE to their EMR, we recommend choosing Confirmed and Cancelled from the drop-down. This ensures that the staff working the "All Messages" view can update the schedule in the EMR with the patient response.
• For customers who send the appointment status from AHFE to their EMR, we recommend leaving this setting set to "None". Since the appointment is automatically updated in the EMR based on the patient's response in Artera, there is no reason to alert staff of any appointment status updates.

Patient Appointment Status Options

Select which Appointment Statuses the patient can choose from when responding to an appointment reminder phone call. Most commonly, customers allow patients to confirm or cancel their appointments. Practices can be configured to offer different Appointment Status options that override the Enterprise configuration of this setting. Click here to learn more about how to update this setting for a Practice.
NOTE: The "reschedule" option does not apply to AHFE.

Allow Patients to Modify Appointment Status

This setting allows patients to alter their previous response to appointment confirmation phone calls they received that contain the {eventConfirmLink} or {eventConfirmText} Smart Phrases. 

NOTE: Once a patient confirms or cancels an appointment via AHFE's automated system, their selection is final and cannot be modified within that same call. The only exception occurs if you have configured a secondary Trigger using the {eventConfirmText} or {eventConfirmLink} Smart Phrases. If scheduled to contact the patient again after a specific interval, this secondary outreach allows them to override their original choice. Do note that sending multiple confirmation requests for a single appointment is not standard AHFE protocol. 

Show All Patient Appointments

In AHFE, you can disable Events and Resources (Providers, Locations, Devices, and General) to halt associated Triggers. By default, this also hides those appointments from the "Scheduled" view. Enable this setting if you want those appointments to remain visible when their Event or Resource is disabled.

If enabled, ensure Staff Users are aware that a disabled Resource or Event will not send reminders. As the Patient Facesheet does not show a "Disabled" indicator, users may mistake the lack of automated messages for a system error.

Enterprise-Wide Patient Search and Message

For Enterprises with multiple Practices, this setting enables a global patient search. When enabled, users can find any patient within the Enterprise, regardless of their appointment location. This is ideal for centralized teams such as Financial Services, Scheduling, or Registration. 
NOTE: We recommend reviewing this functionality with your compliance department prior to enablement to ensure you are correctly safeguarding any Protected Health Information (PHI).