Recent Messages View

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Open Messages Channel Order Patient Search Filters

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 Line(s) that were included in the Line Permissions section of their User Profile.

Open Messages

A red dot displayed on the Inbox tab in the Navigation Bar indicates that there are new open messages (these are referred to as Patient Channels). After selecting Inbox, the Recent tab will display and indicate the amount of open Patient Channels across the Practice Lines that the user has access to.

For example, Enterprise Users have access to all Artera Practice Lines. Therefore, their count of Recent Messages will always display the total amount of Open Patient Channels across the Enterprise. For Staff or Manager Users, their count of Recent Messages will display the total amount of Open Patient Channels across the Practice Lines they have access to.

If there are more than 1,000 open Patient Channels or active Internal Mentions, the amount will display as 999+. This count will factor in any filters the user has applied.

Channel Order

The Patient Channel Order is based on the individual Patient Channel Statuses:

Open Patient Channels appear in white and are visible at the top of the list with the newest message appearing first.
Pending Patient Channels are grey striped and are placed after Open Patient Channels.
Closed Patient Channels appear in gray at the bottom of the list.

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

Use the patient search functionality to locate patients using any combination of Patient First Name, Patient Last Name, Phone Number, Email Address, or MRN (unique Patient ID).

This is the only view that allows patient search by email.

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

You can filter by Line, Provider (General), or Location in this view.
NOTE: You can only apply one category of filters at a time, i,e if you filter by Provider, you cannot also filter by Location.
Expected Filter Behavior:
- If you filter by Provider, it will show you all patient conversations for patients that have a past or future appointment with the selected provider.
- If filter by Location, it will show you all patient conversations for patients that have a past or future appointment in that Location.
- If you filter by Line, it will show all patient conversations (message sent and received) through that phone number.
As you Apply Filters, your view will update and the number of open Patient Channels may change as will the number in the red notification circle.

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.

order of messages message order reset filters patient channel preview channel order

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