Recent Messages View
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The Recent Messages view is the first view you will access when logging into Artera. Here, you will find the 200 (or so) most recent messages for the selected Practice. Staff users will be able to access all Patient Channel Conversations for the Phone Line(s) that were included in the Line Permissions section of their User Profile.
Open Messages
The number within the red circle indicates the number of open messages (these are referred to as Patient Channels). If there are more than 99 open Patient Channels, the red circle will display as 99+. This count will factor in any filters you have applied. |
Channel Order
The Patient Channel Order is based on the individual Patient Channel Statuses:
If the sum of of all Open and Pending Patient Channels is fewer than 10, the remaining Patient Channels that appear will be the recently Closed Patient Channels. Patient Channel Order within a Status (Open, Pending, Closed) Within the Recent Messages view, Open Patient Channels are displayed based on the last message sent in by a patient or sent out by a user; whichever is most recent. There is no order based on last message sent in by a patient or out by a user if the Patient Channels are Pending or Closed. Patient Channel Preview The Patient Channel preview displays the most recent message, either from the patient, Artera-Bot, or an Artera user. |
Patient Search
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Filters
Locate a specific subset of patients using the available Filters. Filters available for Staff users are directly related to the Resource Filters added when their User Profile was created. To open the window, click on the Filter icon in the search bar.
Filter Tips
To remove filters from your view, open the Filters menu, click on Clear Selection and then click on Apply Filters. NOTE: Logging out of Artera will reset your filters. |