Artera can help you drive Patient Portal enrollment and engagement in a simple and automated way.

• Unenrolled Patients: Use automated messages or Quick Responses to target new patients or existing patients who have not yet enrolled in your Patient Portal.

• Enrolled Patients: For patients who are enrolled, drive usage with automated text reminders to download your proprietary mobile application or use the Patient Portal to check lab results and other clinical information they have received from your Practice

Sample Automation Messages for Portal Enrollment 

Message	Example
Hi {clientFirstNameProperCase}, please click [INSERT CLIENT PORTAL URL] to log into your portal for information regarding prescriptions.
[Epic customers only] In preparation for your visit, please sign up for MyChart: https://mychart.ochin.org/mychart/accesscheck.asp?actcode={clientPortalToken}&mobile=1. With MyChart, you can communicate with your doctor, manage appts and view your health record.

Portal Enrollment in Artera

You can display the patient's Portal Status directly in the Artera Patient Facesheet. 

To enable this field:

1. Navigate to Settings > Enterprise Settings > Default Settings.

2. Toggle the setting for Portal Enrollment Status in Facesheet to on (purple).
   

3. Select Save in the upper right-corner.