Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • WEBINARS
  • ARTERA ACADEMY
  • SUPPORT
  • RELEASES
  • STATUS PAGE
  • Home
  • Artera Harmony Federal Editon
  • Platform Settings & Configuration | AHFE
  • Settings | AHFE

Practice Settings | AHFE

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Get Started
    Getting Help Post-Implementation
  • Release Notes
    Release Notes: Artera Harmony Federal Edition
  • Triggers
  • Patient Channel
    Managing Appointments
  • Troubleshooting and FAQ
  • Patient Facesheet
  • Technical Specifications
    Artera Foundation Artera-Specific Features EMR Specifications
  • Insights & Analytics
    Insights Analytics Plus Self Service Analytics
  • Collaborative Inbox
  • Conversation Flows
  • Campaigns
  • Lines & Resources Requests
  • Lines, Events, Resources
  • SMS Basics
  • Automations
    Appointment Automations Inbound Message Automations Recall Automations Referral Automations
  • Referrals
  • Add-Ons
    Call-To-Text/Abandoned Calls Community Outreach
  • Users and Groups
  • Platform Settings and Configuration
    Settings Forms
  • Self-Rescheduling
  • Recalls
  • Marketplace
  • Artera Harmony Federal Editon
    Conversation Flows | AHFE Triggers | AHFE Platform Settings & Configuration | AHFE Users and Groups | AHFE
+ More

Table of Contents

Accessing Practice SettingsInboxAppointmentsSmart PhrasesPrescriptionsPractice Hours
Delete

NOTE: This article is for only for Artera Harmony Federal Edition customers.

AFHE 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. These settings are covered in this article.
  • Default Settings: These settings are found in your Enterprise Settings menu and apply to all Practices within the Enterprise. Click here to review the Default Settings. 

Accessing Practice Settings

  1. Select Settings in the Navigation Bar.
  2. From the Practice Settings menu, choose Practice Settings.

Practice Setting Explanations

Inbox

Choose actions will re-open the Patient Channel for staff to address. The recommended settings are different depending on how your scheduling integration is configured. Selections here will override the Default Setting. You do not need to make any selection here and can use the default, if desired.

  • For customers who do not send the Appointment Status from AHFE to their EMR, we recommend choosing at least "Confirmed" and "Cancelled" from the drop-down. This ensures the staff working the Collaborative Inbox 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 at the Default-level. Since the appointment is automatically updated in the EMR based on the patient's response in AHFE, there is no reason to alert your staff. 
    NOTE: Selecting "None" for this setting at the Practice-level does not mean that no appointment statuses will open Patient Channels. Instead, it means this Practice-level setting will follow what is configured for this setting at the Default-level. Click here to learn more about Default Settings.

Appointments

Select which Patient Appointment Statuses the patient can choose from. Most commonly, customers allow patients to cancel or confirm their appointments. However, you can also allow patients to choose reschedule, depending on your clinic needs. 
NOTE: This can also be set at the Default-level using Default Settings. If this setting is left blank for your Practice, then the Practice will default to the configuration used for this setting at the Default-level. 

Smart Phrases

When enabled, this setting will incorporate your Practice's timezone within any outbound message that includes a Smart Phrase that references time. Those Smart Phrases are: {eventDateAtTime}, {eventDateAtTimeShort}, {eventArrivalTime}, {eventArrivalTime15}, {eventArrivalTimeXX}, {eventCreatedAtDateAtTime}, {apptDateAtTimeShort}, {eventStartTime30}, and {eventStartTime60}. Click here to learn more about Smart Phrases.

Prescriptions

Enter the estimated number of days to process a patient's refill request. This is used to inform the patient when their prescription should be ready.

Practice Hours

Establish your office hours in AHFE to reflect when your Practice is open, meaning when a patient can expect a response. This is helpful when all phone lines within the practice have the same hours. You can also automatically send After-Hours Auto-Responses to any messages received from patients outside of your business hours. Click here to learn more about how business days can impact Triggers. 

  1. Use the check boxes to select the days your Practice is open.
  2. Next use the drop-down menus to enter the start and end time for each day you are open.
workplace clinical environment

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

© 2025 Artera. All Rights Reserved.
Artera.io | Privacy Policy | Terms of Service | Cookie Policy | Do Not Sell My Personal Information

Knowledge Base Software powered by Helpjuice

Expand