Once your organization has implemented Artera, you will transition to your Customer Success Representative and the Artera Support Team.

At this point, your Customer Success Representative will be your main point of contact. They will proactively engage with you to understand your business needs, address concerns, and help you identify the value of Artera for your organizaiton.

Quick Reference Guides

As you navigate through Artera, reference the following resources. These are designed to walk you through key activities you will complete within your Artera Enterprise. If you have not logged into Artera yet, check out these instructions.

Lines & Resources Requests

• Lines & Resources Requests Overview: Learn how to submit a request to add/move a Location Resource, add a new line, or build a new Practice.

• Add or Move a Location: Learn how to submit a request to add a new Location to an Artera Practice or move an existing Location from one Practice to another.

• Add a new Phone Line: Learn how to request a new line for a Practice.

• Hosting my Phone Number with Artera Overview: Learn what it means to have Artera text-enable an existing landline owned by your organization.

• Updating Triggers After Adding New Lines and Resources: Learn why reviewing your current Trigger configuration is important and determine if updates are required based on newly added lines and Resources to your Artera Enterprise. 

• How to add a New Practice: Learn how to create a new Artera Practice.

• How to add a New Shell Practice to an Existing Enterprise: Learn what a Shell Practice is and how to create one.

Artera Support

• Artera Support Case Entry Form: Learn how to submit cases directly to the Artera Support Team via the Customer Resource Center.

• Artera Support Case Portal:  Learn how to view and open closed Support Cases submitted by users in your organization.

• VPN/Interface Support: Review how to receive assistance when your interface is down. 

Artera Status Updates

• Status Updates: Subscribe to Artera status updates and stay up-to-date on scheduled downtime.

Changelog Report

• Daily Changelog Report: This report contains changes made in your production environment such as new Events, Providers, Resources, lines, Users and Triggers.

Continuing Education Resources

• Artera Academy
  • Artera Academy is our digital learning platform that contains a suite of on-demand training resources. These courses are a great introduction to Artera for new hires and function as refresher training for those familiar with Artera. Navigate directly to Artera Academy to get started or select a course from our catalog to enroll.
• Weekly Education Webinars
  • Join Artera's Customer Education team and your peers for live webinars covering our offerings. Register for sessions here and access on-demand webinar recordings.