Artera automates patient portal enrollment and engagement through the use of dynamically generated activation codes or enrollment tokens from your EMR, which enable targeted messaging to patients.

• Unenrolled Patients: Send automated messages or Quick Responses to new or existing patients who hve not yet enrolled in your Patient Portal.

• Enrolled Patients: Drive portal usage with automated text reminders. Encourage them to download your proprietary mobile application or use the portal to check lab results and other clinical information from your practice. 

Setting Up Portal Enrollment Messages

Messages for unenrolled patients will need to include your portal enrollment URL and the {clientPortalToken} Smart Phrase. Example "https://[INSERT CUSTOMER PORTAL URL HERE]accesscheck.asp?actcode={clientPortalToken}&mobile=1". Use the table below for examples on how to set up messages for both enrolled and unenrolled patients.

Enrollment Status	Sample Message	Message to Patient
Enrolled	Hi {clientFirstNameProperCase}, please click https://mychart.ochin.org/mychart/Authentication/Login to log into your portal for information regarding prescriptions.
Unenrolled	[Epic customers only] In preparation for your visit, please sign up for MyChart: https://mychart.ochin.org/mychart/accesscheck.asp?actcode={clientPortalToken}&mobile=1. With MyChart, you can communicate with your doctor, manage appts and view your health record.

Portal Enrollment in Artera

You can display the patient's Portal Status directly in the Artera Patient Facesheet.

To enable this field:

1. Navigate to Settings > Enterprise Settings > Default Settings.

2. Toggle the setting for Portal Enrollment Status in Facesheet to on (purple).
   

3. Select Save in the upper right-corner.