Admin Users comprise both Enterprise and Manager Users. They oversee see Artera's administrative functions and must possess a deep understanding of platform operations, user management, system configurations, and Triggers.

What is Artera?

Artera is a patient communication platform that leverages AI to streamline interactions between providers and patients. Our AI-powered virtual agents assist with scheduling, intake, billing, and other tasks, reducing staff workload and improving patient engagement.

Comprehensive Coursework

We recommend all Admin Users complete the following self-paced Artera Academy courses based on the responsibilities of their role. 

These courses are designed to be taken at your convenience. Complete as much as you would like and pick up right where you left off when you have time to continue learning. 

1. Enterprise and Practice Settings: Learn how to set up your Artera Enterprise and related Practices. Topics covered include:
   1. Settings and Holiday Hours
   2. Lines
   3. Events & Resources
   4. Users & User Groups
2. Appointment Triggers: Learn how to create and edit Appointment Triggers.

Check out the complete Course Catalog for a list of all available Artera Academy courses. 

Quick Reference Guides

The following resources are designed to walk you through key activities you will complete in Artera. This one-pager will be handy throughout your Artera journey. If you have not logged into Artera yet, be sure to check out these instructions.  

Users

• Staff and Manager Users: Create and edit Staff and Manager Users.
• Homepage: View key insights that help you stay on top of unresolved messages, prioritize critical conversations, and optimize team performance.
• User Groups: Learn how to build Practice-specific User Groups.
• Enterprise Users: Create and manage Enterprise Users.
• Enterprise User Groups: Build User Groups that can be mentioned across Practices.
• Permissions: Set access levels for Staff and Manager users.
• Internal Messaging: Collaborate and triage patient issues between and across your teams.

Settings

• Practice Settings: Configure key settings, like Practice Hours.
• Default Settings: Configure your Artera Enterprise based on your organizational needs.
• Holiday Hours: Discover how you can configure Holiday Hours for individual Practices and your overall Enterprise.
• Quick Responses: Build default Quick Responses to be used across Practices.

Lines, Resources, Events, and Patients

• Events: View and update Events that flow into Artera from your EMR.
• Resources: Manage and overwrite the Providers and Locations that flow into Artera from your EMR.
• Lines: Learn how lines are managed in Artera.
• Line and Resource Requests: Submit a request to add or move a Location, add a line, or build a Practice.
• Patients Area: View communication activity for patients in your Artera Enterprise. 

Triggers and Campaigns

• Creating Triggers: Learn how to build and manage Appointment, Inbound, Referral, and Recall Triggers. 
• Campaigns: Engage with large numbers of patients with automated messages with texts, calls, and emails.

Reporting

• Practice Analytics: Discover Practice-specific metrics including KPIs, messaging stats, and appointment data. 
• Enterprise Analytics: Understand your Artera utilization across Practices.