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Automated (IVR) Phone Calls | AHFE

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Table of Contents

Patient Call Interaction Message Content Delivered Call Event Messages in Patient ChannelCreating a Phone MessageAbbreviationsAppointment Confirmation MessagesLanguage Preference and TranslationsPreview Phone Message
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NOTE: This article is only for Artera Harmony Federal Edition customers. 

With Artera Harmony Federal Edition (AHFE), automated phone calls are how patients are contacted about important health information, like appointment reminders. You can use Triggers and Campaigns to make automated phone calls. You can also initiate phone calls directly from a Patient’s Channel. 


Interactive Voice Response (IVR)

You may see the phone call functionality referred to as IVR or Interactive Voice Response. This is the technical term for the automated phone system technology AHFE uses to make phone calls to patients. 

Patient Call Interaction

Greeting

When a patient receives an automated phone call, they must answer with "hello" or another greeting to prompt the message to start. 

What happens if the call goes to voicemail? 

AHFE uses answering machine detection to listen to the answered greeting of the call and determines, based on length and sound patterns, whether or not to deliver the message as a voicemail. See the table below for more specifics on the message delivered. 

Message Content Delivered

The message delivered to the patient can change depending on whether or not the patient answers the call. For example, automated appointment reminder calls will not play the {eventConfirmText} Smart Phrase message that prompts patients to confirm their appointment by pressing 1. Instead, it will simply leave the initial part of the response.


Message

Answered

Voicemail

Hi {clientFirstNameProperCase}, your visit at {eventLocationName} is on {eventDateAtTimeShort}. Does this time still work? {eventConfirmText}

Hi James, your visit at Primary Care is on Fri Aug 29, 2025, 12:00pm. Does this time still work? To confirm your visit please press 1, to cancel your visit please press 5, to repeat this message please press 9.

Hi James, your visit at Primary Care is on Fri Aug 29, 2025, 12:00pm. Does this time still work?

Call Event Messages in Patient Channel

There are several Event Messages that appear in the Patient Channel which can help users determine if the patient has received the call. Check out the below table for a list of the call statuses in AHFE and the related Event Messages:

Artera Call Status

Channel Event Message

Answered

The call made to the patient was answered. This status will display for patients who prompt the message to start by answering the call with a greeting and for those who do not. 

Voicemail

The call went to voicemail.

Failed

The call could not be completed as dialed. NOTE: If a call fails to deliver to a patient, AHFE will not attempt to redeliver the call.

No-Answer

The call was not answered and no voicemail was left.

Busy

The line was busy so the call was not completed.

Complete

None. This status does not create a related Event Message in the Patient’s Channel. The call will be assigned a "complete" status once the call has been made successfully but the patient hung up before the script began.

Creating a Phone Message

When configuring your phone message in AHFE, keep the following recommendations in mind:

Abbreviations

Avoid using abbreviations in your call verbiage since the IVR system may not recognize the abbreviation and pronounce it incorrectly. For example, the abbreviation "appt" should be replaced with the full word "appointment."

  • Avoid using "/" which will read as "slash."

  • Avoid the abbreviations Bldg, N, E, S, W. Instead, type the complete word.

  • Recognized abbreviations include: Ste. and Ste as "Suite" and Dr. and Dr as "Drive."

  • 101-B ignores the - and will be read as "101B."

Appointment Confirmation Messages

When creating appointment reminder call messages (i.e. messages where you are asking the patient to confirm an upcoming appointment), ensure the {eventConfirmText} Smart Phrase is the last part of your message. Remember, while you will not be able to see the {eventConfirmText} Smart Phrase content (e.g. "To confirm your visit, please press 1") in the Patient’s Channel for calls, the patient will still hear that part of the message if the call was answered.

Language Preferences and Translations

Call messages can be configured and delivered in English and/or Spanish using the + Translation link available beneath the message composer box in Triggers and Campaigns.

Preview Phone Message

To preview a Phone Message:

  1. When creating or editing the call message, select the Phone icon.

  2. Enter a valid phone number and select Call Me. 

  3. Say “Hello” to activate the message.

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