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

• 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 the available 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

Enable View All Patient Appointments

In AHFE, you have the option to disable Events and Resources (Providers, Locations, Devices, and General). Disabling an Event or Resource will automatically pause Triggers associated with those items and hide any associated patients from the Scheduled view. If you would like to see those patients on the Scheduled view, enable this setting.

If you choose to enable this setting, staff education is critical. It is common for users to report that a Trigger is not working as expected because they do not see the appointment reminder workflows in a Patient's Channel who is scheduled for an appointment. Additionally, there is no indicator on the Patient Facesheet that a Resource has been disabled. 

Allow Appointment Status Changes

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

NOTE: When a patient receives a call from AHFE’s automated phone system to confirm or cancel their appointment, the choice they make is final and they cannot change their mind through the call system once they have made a selection. However, in a very specific and unusual scenario, you might configure a separate Trigger that includes the {eventConfirmText} or {eventConfirmLink} Smart Phrase and that contacts the patient X days later about the same appointment. This new call would ask the patient, once again, to confirm or cancel the same appointment. If this is a Trigger you have enabled, the patient would receive this secondary call and they could change their previous decision. However, please be aware that receiving a second call for the same appointment is not AHFE’s standard process and is uncommon.

Appointment Status Options

Select which Appointment Statuses the patient can choose from when responding to an appointment reminder 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.

Channel Opening Appointment Statuses

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 Recent 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 selecting "none" for this setting. 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.

Allow Practices to Message and Search For Any Patient across Enterprise

This setting is relevant if your Enterprise consists of more than one Practice. Enable this setting to allow all users to search for any patient that exists within the Enterprise, regardless of the patient's appointment location. This is useful for organizations that have an administrative-specific Practice for functions like patient financial services, central scheduling, or registration.