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Appointment Status Updates

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Table of Contents

Default Setting"All Messages" ViewUpdate your EMR

Appointment statuses in Artera may not writeback to your EMR for a variety of reasons. Often, the EMR simply cannot support an appointment status (e.g. Reschedule). 

Default Setting

Ensure that statuses chosen in the "Actions to Reopen Patient Channel" Default Setting match the statuses that do not write back to your EMR. 


For example, if your EMR does not accept a status of "cancel," then select Cancel Appointment as one of your actions that reopen a Patient Channel. This ensures that when a patient selects that option in response to an appointment reminder, the Patient Channel will open in the "All Messages" view for users to review. 

"All Messages" View

When the Patient Channel opens, users monitoring the "All Messages" view can make the appropriate update in the patient's chart within the EMR or respond back to the patient, as needed.


Reminders-Only with No Writebacks

If your organization does not support conversational messaging and your EMR does not accept appointment status writebacks, we recommend monitoring the "Scheduled" view for a daily view of appointment attendance.


Update Your EMR

1. In the EMR, search for the patient MRN (patient ID), name, or date of birth.

2. Update the patient's appointment status within your EMR. 

3. Once the appointment status is updated in your EMR, Artera will reflect this almost instantly.


Delete

Rescheduled Appointments

Depending on how you have configured Triggers, patients with a status of "rescheduled" may receive continued outreach if the appointment is not canceled in your EMR. To mitigate this issue, ensure the Trigger criteria for "Who would you like to send this to?" is set to Unconfirmed for appointment confirmation messages. This prevents messages asking patients to confirm their appointment if they have a status of anything other than unconfirmed.

schedule updates appointment status

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