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Course
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Description
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Duration
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Recommended User Type
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Artera Platform Overview |
This course is designed for anyone who needs to understand product functionality, navigation, and communicating with patients via Conversational Messaging. |
40 min |
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Messaging Patients in Bulk |
This course shows you how to use Artera's three key communication features to send messages to different sized patient groups, helping you select the correct tool for a quick reminder or a large-scale alert.
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15 min
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Managing your Enterprise & Practice Settings |
This course provides a thorough review of system settings, including how to create Users and Groups, set up Phone Lines, and manage Resources. |
40 min
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Introduction to Triggers |
This introductory course covers everything you need to know about navigating Triggers in Artera. |
30 min
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Appointment Triggers |
Appointment Triggers allow you to build automatic appointment reminders, appointment confirmations, and no-show/cancellation workflows. This course reviews our recommended Appointment Triggers and how to build them. |
30 min
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Inbound Message Triggers |
Inbound Message Triggers empower Enterprises to automate repetitive, monotonous workflows, increasing operational efficiency. In this course, we'll review our recommended Inbound Message Triggers and how to build them. |
30 min
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Recall Triggers |
Recalls are a call to action for a patient that generally do not have a set time and date for an action to be completed. In this course, we'll review our recommended Recall Triggers and how to build them. |
30 min
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Referral Triggers |
In this course, we'll discuss how Referral configuration can vary depending on organizational needs, how to create your Referral Triggers, and provide sample workflows. |
30 min
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Analytics Plus |
Better visualize your Artera data with Analytics Plus. |
30 min
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Artera Analytics: Insights Reports
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Learn all about the analytics available in Artera to better support the patient experience. |
25 min
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Call-to-Text/Abandoned Calls Overview
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This course is designed for Artera users who need to communicate with unverified patients through Call-to-Text and Abandoned Calls functionality. |
40 min
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Campaigns |
Learn how to create and send Campaigns, which are designed to message up to 30,000 patients at a time. |
30 min
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Community Outreach: Sending Campaigns and Conversational Messaging |
Learn how to send Campaigns as part of your Community Outreach programs. We will also review how to message with members to get them scheduled for a visit. Additionally, we will discuss how to configure your Artera Community Outreach Enterprise, including building inbound message triggers, adding users, and customizing your settings. |
35 min |
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Conversation Flows for Automated Patient Communication |
Discover how to implement multi-step conversational messages with Conversation Flows. |
25 min |
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Lines and Resources Requests
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As your organization grows and changes, you'll likely need to add new Practices, Locations and phone lines to your Artera Enterprise. This course covers the required steps to complete any of the five types of Lines and Resources requests. |
30 min |
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Self Service Analytics
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Learn everything you need to know when it comes to copying, creating new, or updating reports for your organization in Looker. |
30 min |
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Appointment Automations Post-Implementation
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Learn everything you need to know when it comes to updating, managing, and creating Appointment Automations in Artera. |
60 min |
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Inbound Message Automations Post-Implementation
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Learn everything you need to know when it comes to updating, managing, and creating Inbound Message Automations in Artera
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30 min |
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