The Smart Inbox, known as the "Inbox" in Artera Harmony Federal Edition (AHFE), serves as the primary workspace for users. It offers a centralized view of all Patient Channels across every Practice a user has access to. This Enterprise-centric design streamlines the process of accessing patient communications, providing a comprehensive overview of all interactions between AHFE and the patient.  

Inbox Views

The Inbox offers two views, the All Messages and Scheduled views, to help you manage patient communications effectively. 

Additionally, you can create custom, saved views by applying specific filters. These personalized views will appear under the “My Views” section within your Inbox, providing quick access to the patient information most relevant to your needs. 

All Messages

The All Messages view displays all of the Patient Channels that a user has access to across the AHFE Enterprise. Patient Channels are sorted by the time of the most recent activity in a Patient's Channel. Users can sort these Patient Channels by “newest” or “oldest" and by Patient Channel status, “open” or “closed.” 

To access the All Messages view: 

1. Select Inbox from the left Navigation Bar

2. By default, You will land on the All Messages view within the Inbox

NOTE: The All Messages view displays Patient Channels, not patients. A patient will only appear in this view if they have a conversation history within AHFE. Patients with no previous conversation history can be located using the Patient Search tool in the Patients Area. From there, a new conversation can be started by opening a new Patient Channel.

Click here to learn more about the All Messages view.

Scheduled

The Scheduled view provides a chronological list of appointments for a selected date. To access the Scheduled view:

1. Select Inbox in the Navigation Bar. 

2. Choose Scheduled. By default, you are then routed to a view of today's appointments.

To access appointments for a different day, select a date by clicking the calendar icon located in the Appointment Date field.

NOTE: The Scheduled view displays appointments, not patients or Patient Channels. This means that every patient scheduled with an appointment on the selected date, within the Practices the AHFE user has access to, will appear regardless of whether they have an existing conversation history. Additionally, if a patient has multiple appointments on the same day, they will be listed multiple times within this view. 

Click here to learn more about the Scheduled View.

Saved Views

Saved views offer a powerful way to quickly access your filtered lists of Patient Channels or appointments. Instead of reapplying the same filters repeatedly in the "All Messages" or "Scheduled" views, you can create and save a customized view, then reload it within a single click whenever needed. Your saved views are unique to you, so you can tailor them to your specific workflows without worrying about them appearing in your colleagues’ views.

To create a saved view, follow the steps below:

1. Navigate to the All Messages or Scheduled views.

2. Apply your desired filters using the filters panel.

3. Select Create View.

4. Name your saved view and select Save.

Your newly created view will appear under the “My Views” section in the left-hand Navigation Bar. To load a saved view, select it in the My Views list. Open Patient Channels that match your saved view criteria will display first, by default. 
NOTE: The "My Views" section will not appear until a saved view is created.

To delete a saved view, follow the steps below:

1. Select the saved view you want to delete.

2. Select the filters panel located at the top of the saved view.

3. Select the trash can icon.

4. A dialog box will appear asking you to verify that you want to delete the view. It also indicates that deleting a saved view will not delete any messages within that view.

5. Select Delete. A green success message will appear indicating that the view has been deleted.

NOTE: Saved views store your filter criteria, not a static list of Patient Channels. This means that each time you load a saved view, you will likely see an updated list of Patient Channels that currently match your saved filter settings.