Events are the appointment types that flow into Artera from your system of record (typically an EMR). When these Events appear in Artera, they may need to be updated or disabled based on your workflows. 

Events Overview

Events in Artera are broken into two categories: Appointments and Recalls. On the Events page, you can update or disable Events. Often, customers will update the Event Display Name to make it patient-facing. 

Event Behavior

• New Events: New Event types are automatically added to Artera when we receive an upcoming appointment scheduled with that Event type. When a new Event is created, you will receive an alert in your Digest email. There are also a series of steps you will want to follow to ensure the Event behaves appropriately. Click here for full instructions. 
• Disabling an Event: If you disable an Event in Artera, it will not be included in Automations, and appointments with that Event type will not be visible from the Scheduled Patients View in Artera. 
  • If you want disabled Events to be visible from the Scheduled View, turn on the Enable View All Patient Appointments Default Setting. 
• Re-enabling an Event: If you re-enable an Event and want related appointments to receive a reminder, add the Event to the relevant Automations. This is only important if you have restricted your Automations by Event type. If you have not, the patient will automatically receive Automations for that Event type once re-enabled with no action needed from you.

Update Events 

1. Navigate to Practice Settings and select Events.
2. On this page, you can toggle between Appointments and Recalls.
3. To edit an Event, click on the Event's (...) menu and select Edit Event.
4. On this page, you can update Event Name, Modality, and Instructions. 
   
   1. Event Name: This is how the Event will appear to your patients in Automations/messages that use the {eventName} Smart Phrase. Updates here will also change how the Event appears across Artera including the Patient Facesheet, Filters, and within Automations. This does not change the Event Name in your EMR.
   2. Modality: This field allows you to keep the existing unique Event Name visible to staff in the Patient Facesheet but provide a more patient-friendly description of the Event within messaging using the {eventModality} Smart Phrase. For example, if the Event Name is "NP - OB Exam 1" the Modality could read "Prenatal Visit" in Automations and messages instead. This field does not allow translations, so it will only display what is entered here.
   3. Instructions: Provide specific instructions for the Event that can be delivered to the patient through the {eventInstructions} Smart Phrase. This field does not allow translations, so it will only display what is entered here. Click here to learn more.

Disable Event

Disabling an Event will automatically stop Automations and hide the associated patients from the Scheduled Patient view. 

To disable an Event:

1. Navigate to Practice Settings > Events. 

2. Use the Event's (...) menu to select Disable Event. 

3. The checkmark updates to an (x) indicating the Event is disabled. 
   

4. Follow the same process to re-enable the Event, if needed.

FAQ

I updated my Event name in my EMR. Will it update in Artera?

Yes, Event name is a mapped field from your EMR, so any changes made to the name in your EMR will be reflected in Artera. However, if you have manually updated the Event name in Artera, the platform will use the updated nomenclature rather than your EMR data. To use the EMR default name, delete the updated fields and save. 

Event History and Changelog

Changes to Events may affect Automations or other functions within Artera. Track changes made to Events using the Changelog. The Changelog records when edits are made and by which user. This can be helpful when troubleshooting unexpected system behavior related to Events. 

To view the Changelog of an Event:

1. Go to the (...) menu for the Event and select View Edit History from the drop-down.
   

2. The list of edits made to the Event appears in chronological order based on when the change was made with the most recent change listed first.