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Artera Automations Overview

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  • Get Started
    Getting Help
  • Artera Rebrand
  • Automations
    Appointment Automations Inbound Message Automations Recall Automations Referral Automations Discharge Automations
  • Patient Channel
    Managing Appointments
  • Patient Facesheet
  • Collaborative Inbox
  • Lines & Resources Requests
  • Lines, Events, Resources
  • Analytics
    Analytics Plus
  • Platform Settings and Configuration
    Settings Forms
  • Users and Groups
  • Campaigns
  • SMS Basics
  • Troubleshooting and FAQ
  • Early Access Features
    Self-Rescheduling Post Discharge Outreach
  • ChatAssist AI
  • Use Cases and Add-Ons
    Call-To-Text/Abandoned Calls Community Outreach
  • Release Notes
  • Technical Specifications
  • Referrals
+ More

Drive efficiency with Artera Automations. By automating routine staff activities (such as appointment reminders or sending the location address), you can reduce the amount of manual tasks your staff needs to complete, allowing them to tackle more complex tasks.

Enterprise Users can set up Automations that can be used across Practices. This functionality allows you to set a standard for your organization by controlling when messages are sent and creating a consistent brand voice. Additionally, creating Automations at the Enterprise and enabling at each Practice drives efficiency and consistency. There are multiple types of Automations that can be created within Artera. Some require specific integration efforts and may require an additional project to implement if you decide to expand your use of Artera.

Automation Modules

  • Appointment
    • Overview and Leading Practices
    • Default Automations
    • Practice Automations
  • Inbound Message
    • Overview and Leading Practices
    • Default Automations
    • Practice Automations
  • Recalls
    • Overview and Leading Practices
    • Default Automations
    • Practice Automations
  • Referrals
    • Example Referral Automation Workflows
    • Default Automations
    • Practice Automations
    • Referral Conversations (ChatAssist AI)
  • General Automation Topics
    • Automation Message Formatting Guidelines
    • Merged Messaging
    • Managing Automated Messages
    • Automations Not Sending

FAQs

What happens when an Automation is paused?

When an Automation is paused, it stops sending messages. Once the Automation is restarted, it will not attempt to catch up on any messages missed during its paused period.

What is the number represented in the Msgs Sent column on the Practice Automations page?

This is the number of messages sent by the Automation within the last 7 days. This value resets at midnight each night and always reflects the prior 7 days from the current date.

messages sent msgs sent

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  • Appointment Automations Overview and Leading Practices
  • Patient Contact Preferences: Synced
  • Merged Messages
  • Automation Troubleshooting
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