Example Referral Automation Workflows
- Get Started
- Automations
- Patient Channel
- Patient Facesheet
- Collaborative Inbox
- Lines & Resources Requests
- Lines, Events, Resources
- Analytics
- Platform Settings and Configuration
- Users and Groups
- Campaigns
- SMS Basics
- Troubleshooting and FAQ
- Conversation Builder
- Add-Ons
- Release Notes
- Technical Specifications
- Referrals
- Self-Rescheduling
- Recalls
- Marketplace
Table of Contents
Standard Referral AutomationsSample #1: Direct Patient to Call Scheduling Line and provide Referral IDSample #2: Direct Patient to Call Scheduling Line and Mention MessageConversation Builder + ReferralsSample #1: Direct Patient to Call Scheduling Line and Collect Decline InformationSample #2: Direct Patient to Call Scheduling Line or Automatically Transfer to Scheduling LineReferral Automations can be delivered using the standard Artera Automation message option or with Conversation Builder.
Standard Automations: This functionality is included with your Referrals purchase. One thing to note is that write backs for referrals are not supported today with this process.
Conversation Builder: This functionality allows you to work through multiple scheduling steps automatically through the Conversation Builder engine and does support write backs for Referral statuses. However, this does require purchasing Conversation Builder in addition to the standard Referrals package.
Since there are many potential ways to configure the Referral Management function to fit your existing workflow, we have provided a few examples of both Standard Automations and Automations leveraging Conversation Builder.
Standard Referral Automations
Customers can deliver single message workflows using the Referral Automations module.
Sample #1: Direct Patient to Call Scheduling Line and provide Referral ID
Automation Resource: Specialty
Referral Structure: Centralized
Automation Trigger: Referral Created
Automation Restrictions: Ready for Scheduling, Specialities
Automation Messaging and Cadence
Sample #2: Direct Patient to Call Scheduling Line and Mention Message
Automation Resource: Specialty
Referral Structure: Decentralized
Automation Trigger: Scheduling Status Change
Automation Restrictions: Ready for Scheduling
Automation Messaging and Cadence
Conversation Builder + Referrals
Some organizations have opted to deliver Referral scheduling workflows using Conversation Builder. This allows a multi-step automated workflow, guiding the patient through the scheduling process with little staff intervention.
When using Conversation Builder, it is important to note that English and Spanish are currently the only supported languages, so if you need to support additional languages, consider using standard Automations.
Sample #1: Direct Patient to Call Scheduling Line and Collect Decline Information
Automation Resource: Specialty
Referral Structure: Centralized
Automation Trigger: Referral Created
Automation Restrictions: No Patient Response, Pending Authorization, Ready for Scheduling
Conversation Build in the Conversation Builder Engine
Click here to learn how to build this Conversation in Conversation Builder.
Referral Automation Cadence
Sample #2: Direct Patient to Call Scheduling Line or Automatically Transfer to Scheduling Line
Automation Resource: Specialty
Referral Structure: Decentralized
Automation Trigger: Referral Created
Automation Scheduling Status Restrictions: Ready for Scheduling