The Patient Facesheet allows you to view patient information synced from your EMR directly into Artera.

This information allows Artera users to efficiently communicate with patients about their upcoming appointments and quickly verify any Protected Health Information (PHI) prior to sending messages.

Overview

The Patient Facesheet is visible on the right-hand side of the Artera environment and is made up of two sections: Patient Info and Events/Attachments.

Patient Info

This section displays all basic patient information synced from your Electronic Medical Record (EMR) in addition to Artera-specific settings.

Synced Information Name (including the patient's Preferred Name, if available) Medical Record Number (MRN/Unique Patient ID). Select the purple icon near the patient's ID to copy it. Sex Date of Birth (DOB) Preferred Language Contact Information SMS Consent Portal Enrollment Status*   Artera Settings Do Not Contact Update Preferred Contact Pinned By View Patient  Preferences

When a patient shares a phone number with another patient within the Practice, an X Patients with Same Phone box will appear beneath the Multi-Patient Phone section on the Patient Facesheet (where X is a number). This allows users to access a list of other patients who share the same phone number in the Practice. Users can then select these patients to be redirected to their respective Patient Channel. NOTE: Unverified Patients who share the same phone number with a Verified Patient will not display within this dropdown menu. 

*Note: Portal Enrollment Status will only display on the Patient Facesheet if that value is mapped from your EMR to Artera and you have enabled the Portal Enrollment Default Setting. 

Patient Verification

Within Artera, there are Verified and Unverified Patients. Unverified Patients will not display a unique patient identifier. Learn about the limitations that exist with Unverified Patients here. 

How does a patient get Verified?

There are a few ways that Verified Patients enter your Artera Practice:

1. During implementation, the patient was part of a Future Appointment Upload to Artera as part of the Go-Live process. 

2. After Go-Live, an appointment is scheduled for the patient in the EMR and then sent to Artera through the HL7 interface

Events and Attachments

Below the Patient Info section, you will see a patient's upcoming Events and any Attachments shared between the patient and the Practice. Important: The Events and Attachments displayed within the Patient's Facesheet are Practice-specific and will display information based on the Practice the user is currently navigated to. 

Events

The Events section displays the patient's future appointments within that Practice, as well as any other Events supported by your Artera configuration. For example, Recalls and/or Referrals.

There are several Events types displayed within the Patient Facesheet, depending on which Artera functionality your organization has implemented: Appointments Recalls Referrals Note: Even if your organization does not use an Event (i.e. Referrals), the header will still appear in this section.

Attachments

Under Attachments, you will see any photos, videos, files, or Patient Satisfaction Forms that have been exchanged between the patient and that Practice. Note: The Attachments tab is Phone Line-specific and will only display Attachments for the Phone Line the user is accessing.

There are five categories of Attachments: Photos Videos Files Completed Forms Incomplete Forms

Working with the Patient Facesheet

Preferred Phone Number

Patients may have more than one phone number which can complicate contacting them. Within Artera, you can switch between the available phone numbers synced from your EMR when patient contact preferences are not synced. Note: Email is not supported as a preferred contact. Click here to learn more.

Managing Communication

There are a few ways to stop outgoing text messages to a patient who asks to no longer receive messaging.

• Automatically: When patients send opt-out words into Artera, they automatically opt-out of receiving future SMS messages from that Practice’s Line. An Event Message will then display within the Patient's Channel indicating their opt-out. Note: This functionality is specific to the individual phone number. If the patient wants to unsubscribe from multiple Lines tied to your Practice, this will need to be done for each Line. 

• Manually: At times, patients will ask users to opt out of Artera messaging. Users can manually opt patients out of messaging from any Line they have access to. Click here to learn more. 

Prevent Email and Call Automations

Important: These statuses do not impact Call or Email Triggers. If the patient has requested all communication to cease, please set them to Do Not Contact in your EMR or use the Do Not Contact toggle in Artera if contact preferences are not being synced from your EMR. 

Upcoming Appointment

In situations where the patient responds to a confirmation message but does not follow the prompts (i.e. responds “Yes, I can make it. Do I need to bring my insurance?” instead of “Y”), you can manually confirm the appointment for them directly from the Event within the Patient Facesheet. 

To do this, click the (...) menu for the upcoming appointment and select Mark as Confirmed.  

Shortcut: Use SHIFT + CLICK to confirm one or multiple appointments.  

Note: After manually confirming the appointment, you will need to manually update the Patient Channel status from open to closed.