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Internal Mentions | AHFE

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Table of Contents

Internal Mentions Overview Viewing your Mentions Resolving Internal Mentions
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NOTE: This article is only for Artera Harmony Federal Edition customers.

Internal Mentions simplify collaboration across Artera Harmony Federal Edition (AHFE), bringing together relevant users and ensuring action items make it into the hands of the correct individuals. 


You can tag users, User Groups, or Enterprise User Groups when adding an Internal Mention to a Patient Channel. The tagged user(s) are automatically granted temporary permissions to the Patient Channel where the Internal Mention was created, even if they would not normally be able to access the Patient Channel. 

Internal Mentions Overview

Internal Mentions are created directly within a Patient Channel.

Creating an Internal Mention

  1. Open the Patient Channel where you would like to create the Internal Mention. 
  2. Select @ Mention in the communication box.
  3. Insert the "@" symbol to tag a User, User Group, or Enterprise Group. Once you insert the “@” symbol, you will receive suggestions about who you might be trying to mention. These appear in the following order: User Groups (Practice-specific), users (Staff/Manager and Enterprise), then Enterprise Groups. 
    NOTE: You are unable to internally mention Staff or Manager Users who do not have access to the Practice where you are using the Internal Mention feature. Enterprise Users are not limited to a specific Practice and can be internally mentioned in any Practice. 
  4. Type the corresponding message to the user or User Group you are mentioning. You can use Smart Phrases and Quick Responses as needed. 
    NOTE: This message will not be visible to the patient.
  5. Select Send. This will automatically do two things:
    1. Notify the tagged user, User Group, or Enterprise User Group that they have been mentioned by updating their InternalMentions. Users can locate their Internal Mentions by navigating to Inbox > All Messages. Then, use the filters to filter the view by "Internal Mentions." Select Apply Filters to view the Patient Channels you are mentioned in. Tip: To easily see all Patient Channels that you are mentioned within in the future, filter your view by "Internal Mentions." Then, select Create View. Give your new view a name, such as "My Mentions" and select Create View again. You're then able to easily access this custom view, showing all Patient Channels you are mentioned in, directly from the Navigation Bar.
    2. Place the Patient Channel in a "Needs Action" status and marks it as having an unresolved mention with a red triangle in the upper right corner of the Patient Channel.  

Viewing Your Mentions

Access your Internal Mentions from the All Messages view in the Inbox or from your custom Mentions view (see above). 

Patient Channel Access

  • Standard Access: For Patient Channels that you have regular access to, you can review the Internal Mention from any of your available views.

  • Temporary Access: If you do not normally have access to the Patient Channel you have been mentioned in, you will only be able to access the Patient Channel from your All Messages view (by filtering for "Internal Mentions"). 


Resolving Internal Mentions

Internal Messages are designed for AHFE users to communicate through the platform without the patient seeing these messages. When you receive an Internal Mention, you will likely need to take an action to resolve the request.

Manually Resolving the Mention

Use the (...) Actions menu next to the Internal Mention in the Patient Channel and select Resolve Mention. 

If a Patient Channel has multiple outstanding Internal Mentions for different users, Managers and Staff users are only able to manually resolve the Internal Mentions they are tagged in or that they created themselves. Enterprise Users will be able to manually resolve any open Mentions within the Patient Channel.

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Unresolved Mention Issues
When using Internal Mentions, it is important to resolve the Internal Mentions as they are worked. When a Practice accumulates hundreds of unresolved mentions, issues with loading and unexpected behaviors can occur within Artera. If you have many outstanding unresolved mentions over a few months old, please go through and resolve them.


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