Referral Triggers can be delivered using the standard Artera Triggers option or with Conversation Flows. 

• Conversation Flows: This functionality allows you to work through multiple scheduling steps automatically through the Conversation Flow engine and does support write backs for Referral statuses. However, this does require purchasing Conversation Flows in addition to the standard Referrals package.

• Standard Triggers: This functionality is included with your Referrals purchase. One thing to note is that write backs for referrals are not supported today with this process.

Since there are many potential ways to configure the Referral Management function to fit your existing workflow, we have provided a few examples of both Triggers leveraging Conversation Flows and Standard Triggers.

Referral Trigger Cadence Example

Referral Event criteria can be based on Referral Created, Referral Authorization Status Change, or Referral Scheduling Status Change. Click here to learn more about Artera's Referral Event criteria.

Conversation Flows & Referrals

Some organizations have opted to deliver Referral scheduling workflows using Conversation Flows. This allows a multi-step automated workflow, guiding the patient through the scheduling process with little staff intervention. 

When using Conversation Flows, it is important to note that English and Spanish are currently the only supported languages, so if you need to support additional languages, consider using standard Triggers. Click here to learn how to build this Conversation in Conversation Flows.

Example: Initial Referral Outreach based on Referral Creation

Trigger Resource: Specialty

Triggering Event: Referral Created

Trigger Filters: No Patient Response, Pending Authorization, Ready for Scheduling

Conversation Build in Conversation Flows

Standard Referral Triggers

Customers can deliver single message workflows using the Referral Triggers module.

Example: Initial Referral Outreach

Trigger Resource: Specialty

Triggering Event: Referral Created

Trigger Filters: Pending Authorization to Ready for Scheduling

Trigger Messaging