Artera’s Smart Inbox serves as the primary workspace for Artera users. It offers a centralized view of all Patient Channels, across every Practice a user has access to. This Enterprise-centric design streamlines the process of accessing patient communications, providing a comprehensive overview of all interactions between Artera and the patient.  

Inbox Views

The Inbox offers two views, the All Messages and the Scheduled views, to help you manage patient communications effectively. 

Additionally, you can create custom, saved views by applying specific filters. These personalized views will appear under the “My Views” section within your Inbox, providing quick access to the patient information most relevant to your needs. 

"All Messages" View

The "All Messages: view displays all of the Patient Channels that a user has access to across Artera. Patient Channels are sorted by the time of the most recent activity in a Patient's Channel. Users can sort these Patient Channels by “newest” or “oldest" and by Patient Channel status,“open” or “closed.” Click here to learn more.

To access the "All Messages" view:

1. Select Inbox in the Navigation Bar.
   

2. By default, you will land on the "All Messages" view within the Inbox.
   

NOTE: The "All Messages" view displays Patient Channels, not patients. A patient will only appear in this view if they have a conversation history within Artera. Patients with no previous conversation history can be located using the Patient Search tool in the Patients Area. From there, a new conversation can be started by opening a new Patient Channel.

"Scheduled" View

The "Scheduled" view provides a chronological list of appointments for a selected date. Click here to learn more.

To access the "Scheduled" view: 

1. Select Inbox in the Navigation Bar. 
   

2. Choose Scheduled. By default, you are then routed to a view of today's appointments.
   

Select appointments for a different day using the calendar icon located in the Appointment Date field.

NOTE: The "Scheduled" view displays appointments, not patients or Patient Channels. This means that every patient scheduled with an appointment on the selected date, within the Practices the user has access to, will appear regardless of whether they have an existing conversation history. Additionally, if a patient has multiple appointments on the same day, they will be listed multiple times within this view. 

My Views

Saved views offer a powerful way to quickly access your filtered lists of Patient Channels or appointments. Instead of reapplying the same filters repeatedly in the “All Messages” or “Scheduled” views, you can create and save a customized view, then reload it with a single click whenever needed. Your saved views are unique to you, so you can tailor them to your specific workflows without worrying about them appearing in your colleagues’ views.

To create a saved view, follow the steps below:

1. Navigate to the "All Messages" or "Scheduled" views.

2. Apply your desired filters using the filters panel.

3. Select Create View.
   

4. Name your saved view and select Create View.
   

5. Your newly created view will appear under the “My Views” section in the left-hand Navigation Bar. 
   

To load a saved view, select it in the My Views list. Open Patient Channels that match your saved view criteria will display first, by default. 

We recommend that users create their own Mentions and Starred saved views. This way, from the navigation bar, users can easily access the Patient Channels that they have been mentioned in or that they have starred. To do this, open the filters panel in the “All Messages” or “Scheduled” views and filter by unresolved Internal Mentions (available only in the “All Messages” view) or starred patients. Then, create a saved view.

To delete a saved view, follow the steps below:

1. Select the saved view you want to delete.

2. Select the filters panel located at the top of the saved view.
   

3. Select Delete.
   

4. A dialog box will appear asking you to verify that you want to delete the view. It also indicates that deleting a saved view will not delete any messages within that view.
   

5. Select Delete. A green success message will appear indicating that the view has been deleted.
   
   

NOTE: Saved views store your filter criteria, not a static list of Patient Channels. This means that each time you load a saved view, you will likely see an updated list of Patient Channels that currently match your saved filter settings.

Preparing for the Smart Inbox

To ensure a smooth transition to the Smart Inbox, we recommend taking the following steps:

• Notify your staff about the upcoming launch.
• Invite Staff Users to your Demo Environment so they can explore the new functionality.
• Register and attend the Smart Inbox Overview webinar on October 14th to see a live demo and get your questions answered.
• Share this article so they can prepare for this transition.
• Take note of your Starred Patient Channels as they will need to be re-starred in the Smart Inbox.
• Connect with your Customer Success Representative for additional support.