Referral reporting is generated exclusively through Artera Analytics Plus. The Referrals Dashboard contains the following four reporting dimensions.

• Referrals Dashboard: These tiles provide a high-level overview of referral message types, acceptance rates, and the related to/from referral Locations. 

• Referrals Broken Down: These tiles include information about the to/from referral Locations, to/from referral Providers, and further breakdown referrals by Procedures, Types, and Diagnoses. You will also view Referral Automation deliverability and Referral Reach at a high-level.

• Referral Reach Metrics: Explore Referral Reach by examining unreached referrals, opt-outs, response breakdowns, and message rates. 

• Referral Acceptance Metrics: These tiles speak to the acceptance rates of referrals and how many messages were needed to solicit that response.

Accessing Analytics

1. Log in to Looker--Artera Analytics Plus requires Two-Factor Authentication. Click here for more information.

2. Navigate to your Shared Folders and then choose the Referrals Folder. 

3. From the Report options, choose Referrals 2.1. Tip: Use the heart icon to add the report to your Favorites for quicker access. 
   

Filters

This report allows you to set multiple report-wide filters including Created Date and Speciality.

You can choose one or more options for the filters. Use the + icon to add additional OR filter values. 

Referrals Dashboard

These tiles provide a high-level overview of referral message types, acceptance rates, and the related to/from referral Locations. 

Referral Message Type by Day

This bar chart shows the distribution of referrals communication through the following message classifications:

• Automated Outbound: These are Referral Automations sent from Artera to the patient

• Inbound: This message is coming from the patient to Artera

• Manual Outbound: These are automated messages sent from Artera to the patient that are not Referral Automations and are not manual outbound messages from staff to the patient. Instead, these are messages sent from a Artera-bot to the patient like After-Hours Auto-Responses, Conversation Builder, Holiday Hours, etc.

Referral Acceptance Rates & Counts

This bar chart is only relevant for customers who leveraged Conversation Builder as part of their Referral Automation build. Acceptance rate is defined as a patient responding to the referral conversation. 

Referrals Broken Down

These tiles include information about the to/from referral Locations, to/from referral Providers, and further breakdown referrals by Procedures, Types, and Diagnoses. You will also view Referral Automation deliverability and Referral Reach at a high -evel.

Note: If your organization does not collect one or more of these data points, the tile will display the total number of referrals for the selected timeframe. 

Referral Automation Deliverability

This report displays referrals based on the date the message was sent from Artera, instead of the referral created date that is used on the other reports. The Description column here contains the Automation’s description. You will also be able to see whether the message was sent via SMS, Voice, or Email and if the message was delivered successfully. 

Referrals Created and Reached

• Total Referrals Created: Total number of referrals created on that day. 

• Referrals Reached via SMS: Total number of referrals sent by SMS. 

• Referrals Reached via Call: Total number of referrals sent by Phone Call. 

• Total Referrals Reached: Referrals Reached via SMS + Referrals Reached via Call.

• Referrals Not Reached: Total Referrals Created - Total Referrals Reached.

Referral Reach Metrics

Explore Referral Reach by examining unreached referrals, opt-outs, response breakdowns, and message rates. 

Referrals Not Reached by Communication Type

These patients were not sent a message or call about their referrals. Drill into this report to view more information on why a patient was not contacted. Additionally, the referral may not be in an authorization or scheduling status that has been configured to receive Automations e.g. doNotSchedule.

Opt Outs

These patients have opted out of receiving SMS messages or their Texting Allowed toggle has been set to No. 

Rolling Response Breakdown

This report and the following tiles are only useful to customers leveraging Conversation Builder for their Referral Automations. They describe the patient referral acceptance through response to the Conversation Builder message.

Referral Acceptance Metrics

These tiles speak to the acceptance rates of referrals and how many messages were needed to solicit that response. These reports are useful for customers who leverage Conversation Builder in their referral workflow, otherwise, most data fields will be blank.

Deliverability Reports

The final report that may be helpful when working with Referral Data is Deliverability by Automation. This report is located in the #Artera Analytics Plus folder. 

1. Navigate to your Shared Folders and then choose the #Artera Analytics Plus Folder. 
2. Scroll down to the Looks section and choose Deliverability by Automation. Tip: Use the heart icon to add the report to your Favorites for quicker access. 
3. This report displays all Automations within your Enterprise. We recommend that you choose only the Referral Automations that you are interested in from the Automation Current Description Filter. 
4. You may also want to adjust the date range, depending on the timeframe you are looking to report on. 
5. Click Run to filter the report. 
6. Review the status of the message to the patient and determined whether or not it was delivered. It may be helpful to follow up with undelivered and failed patients directly.

Call Statuses