Report

Description

Audience

Usage Frequency

Appointment Reach Detail

Understand how many patients are receiving communication about their appointments and view various breakdowns of that data by time, provider, event, etc.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Campaign Effectiveness

Understand the impact of your Campaigns through response rate, patient reach, booked appointments, and delivery metrics. Use this Dashboard to compare different Campaign methodologies and gauge patient interest.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Deliverability Dashboard

Understand communication delivery by each communication method (text, call, and email) for Automations, Campaigns, Broadcasts, and Manual Messages.

Practice Managers

Quarterly

Executive Dashboard

Understand your Artera usage through the ‘at a glance’ section. This dashboard contains data on patient reach, response rates, staff messaging, and patient response time for the past month and 12 month periods.

Executives and Practice Managers

Regularly

Link Clickthrough Rate

Understand how patients interact with links shortened through Artera's link shortening service, including a breakdown of clicks by patient.

IT Team

Rarely reviewed

Mentions Dashboard

This dashboard is built to give reporting insights into your Internal Mentions functionality. The Mentions Dashboard shows the cumulative mentions and percent of unresolved mentions in a given time period. It also breaks down mentions by user, practice user, group, and enterprise user groups with resolve time statistics. 

Admin

Weekly

No Show Trends

Review no-show rates over time including a breakdown of no-shows based on appointment reminder response (e.g. percent of patients who no-showed after confirming their appointment).

Practice Managers

Quarterly

Patient Opt Out

Review the opt-out trends by Patient and Channel. Additionally, review how the patient opted out of SMS messaging (e.g. Patient, Admin, etc.).

Practice Managers

Quarterly

Patient Response Time Dashboard

Understand how quickly you are responding to patients and see your metrics ranked against other customers.

Executives and Practice Managers

Regularly

Quick Response Dashboard

Understand how Quick Responses are being used across your Enterprise and Practice(s). Metrics include the percent of messages per user and Enterprise that are Quick Responses, last date a Quick Response was used, and the most utilized Quick Response per Practice.

Executives and Practice Managers

Regularly

User Activity

Understand how your users are using Artera, including patient messaging details, Channel Status changes, active usage, and average Channel open time.

Practice Managers

Quarterly / Semi-Annually

Report

Description

Audience

Usage Frequency

Automation Link Tracking Report

Understand how patients interact with links shortened through Artera's link shortening service and delivered through Automations including a breakdown of clicks by patient.

IT Team

Rarely used or used for optimization

Broadcast Effectiveness Report

Understand who sent a Broadcast, how many patients were reached, and the response volume.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Build Report

Understand all Automations that exist within each Practice, including the Default Automation template they are configured off of.

IT Team

Rarely Used

Campaign Deliverability

Understand how many of your Campaign messages are not delivered successfully.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Campaign Patients with Undelivered Outreach

Determine which patients did not receive the selected Campaign.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Campaign Responses

This report shows inbound message content and details from patients who have responded to Campaign messages. The report can be filtered by Campaign, keywords, and date range.

Campaign Admin

Weekly or Monthly

Custom PRT Look

Set your preferred threshold for patient response time and understand how long it takes for users in your Practice to respond to an open Patient Channel.

Executives and Practice Managers

Regularly if you are using custom response time and not Artera benchmark

Deliverability by Automation

Understand Automation deliverability by selected Automation(s) and further filtered by message date.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Full Automations Breakdown Report

This report shows all automations created per practice, along with an extremely granular view of many associated fields, such as: Automation types, IDs, verbiages in English and Spanish, etc. 

Admin

Weekly or Monthly

Inbound Keyword Automation

This report provides information on the number of messages and the unique number of patients receiving automations. This report is grouped by Automation templates and the text criteria required for triggering the Automation.

Admin

Quarterly

Inbound Keyword Report

Understand what patients are saying and use this data to create Inbound Keyword Automations, Quick Responses, or Manual Messaging guidance.

Tip: Need to know specific words.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion 

Inbound Message Volume

This report displays information on the number of messages and unique number of patients sending those messages for inbound volume to Artera clients. This excludes common responses such as “y, n, confirm" and similar common responses. This report helps gauge what patients are texting in to determine other questions, comments, or concerns they can resolve with an Inbound Message Automation.

Admin

Monthly or Quarterly

Manual Messaging

View the messages sent directly to patients by Artera users.

Tip: Virtual Waiting Room

IT Team

Rarely Used

Opt Out / In Via Short Codes or Mass Messaging Number

Understand which patients have opted in or out of text messaging from Artera through your short code or high-volume toll-free number. 

Practice Managers

Rarely Used

Opt Outs

Understand the count of patients who opted out of receiving text messages from Artera. This can be filtered by cause (Campaign, Automation, etc.) or to show overall opt-outs to better understand patients who need a different communication method or more targeted engagement.

Practice Managers

Use for optimization if there were goals or initiatives aligned to match

Patient Message History

View consecutive messages sent to and received by the patient through Artera for a detailed list of messages for a given patient in the chosen date range.

Tip: This report takes awhile to load. Typically is used for printing a dispute conversation that occurred in Artera.

IT Team or Practice Managers

Typically used to troubleshoot

Patient Opt Out to Campaigns

Understand which patients opt-out of text messaging after receiving a specific Campaign.

Practice Managers

Use for optimization if there were goals or initiatives aligned to match

Patient Status Update

View the status of an appointment (e.g. confirmed or canceled).

Practice Managers

Quarterly

Patients that Exist in Artera (Verified or Unverified)

This report contains a complete list of Artera patients and their classification as verified or unverified. This report does not display patients without a Patient ID/MRN.

IT or Practice Managers

Quarterly

PES Results (Patient Satisfaction Survey)

Review survey results based on the Patient Engagement Surveys sent as part of your appointment follow-up Automations.

Executives and Practice Managers

Regularly

Practice and Location Information

Review the Location information for each Practice, including Address, name, phone line, and number.

IT Team

Rarely Used

Response Rate by Automation

Understand how many patients respond to messages containing the {eventConfirmText} or {eventConfirmLink} Smart Phrases. This report pulls data based on the message send date (not the response date). This report can be filtered and organized by Practice name.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Response Rate by Automation by Date

Understand how many patients respond to messages containing {eventConfirmText} or {eventConfirmLink}. This report pulls data based on the message send date (not the response date). This report is ideal for comparing 5 or fewer Automations.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Undelivered Messages

Understand who has not received your SMS communication.

IT or Practice Managers

Semi-annually

Undelivered Messages by Practice and Line

Understand who is not receiving your SMS communication.

IT or Practice Managers

Very specific items reviewed for client strategy or expansion

Wrong Number Inbound Messages

Review any patients who texted in “wrong number” providing a list of patients who need updated contact information.

IT Team

Rarely Used

Message Class

Definition

Automation

These are messages that are automated and pre-templated per customer, usually soliciting a response. This does not include the child messages of a Merged Message.

Campaign

Campaigns are bulk messages sent to patients per an uploaded CSV or patient list. These are usually general announcements or “promotions.”

Broadcast

Broadcasts are similar to Campaigns but instead of an external upload, you can select which patients to send the message to from within the platform. These are typically utilized for same-day events. 

Manual

Manual Messages are not automated or pre-generated, they are outbound messages sent by a user to a patient.

Mention

Mentions are internal messages which have an internal group / user associated with them 

Merged Message

Merged Messages are the child messages that got merged into the one automation that was sent out. These are not seen by the patient but are shown in the Patient Channel. 

Event

Catch all for anything that has an Artera destination such as channel status change, patient/appointment change, or other tracking. These appear as white, timestamped boxes within the middle of the Patient Channel. 

Other

This contains messages that fall into: Conversation Builder messages beyond the first message (first message could be an Automation, Broadcast, Campaign or Manual Message), Out-of-Office Reminders, Holiday Hours (similar to above), Line not activated for SMS, Automated Line Messages.

Livechat

These messages are associated with the Livechat feature. It is important to recognize that there may not be true patient details associated with these messages.

Inbound

These are incoming messages, likely from the patient. This could also include spam messages coming into the platform.

SendMessage API

SendmessageAPI enables third party applications to use Artera as an SMS gateway to deliver messages generated and triggered within said third party applications - including but not limited to 2-factor authentication, portal notifications and family notifications, among others. Note that the content of the message and the recipient are all decided within the third party app.