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Use Cases

See how our partners use Artera to improve their patient experience.

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All Use Cases
Analytics Plus
Appointments
Billing
COVID-19
Care Management
ChatAssist
Community Service
Logistics
New
Partnerships & Integrations
Patient Education
Patient Recruitment
Payment
Pediatrics
Post Appointment
Pre-Appointment
Registration
Research
Partnerships & Integrations

Abandoned Phone Call Outreach

Send patients a text message when a call is dropped or abandoned.

COVID-19

Additional COVID-19 Vaccine for Moderately to Severely Immunocompromised People

Send campaign announcing Covid vaccine booster availability to eligible patients.

ChatAssist
Appointments

Appointment Cancellation Verification - Phone Call

Automated two-step verification for phone cancellation to prevent inadvertent cancellations utilizing the ChatAssist feature

Logistics
New

Appropriate Language Guidance

Empowering patients to speak their mind with conversational messaging opens communication channels in care, but it may also open the door for them to use inappropriate language. When messages include profanity, or other inappropriate language, set-up an automation to either alert a supervisor using an internal mention to set expectations with patients, or push an automated response that reminds everyone to keep communication community-oriented.

Appointments

Arrival Time Instructions

Automated reminder prior to an appointment with a requested arrival time.

Care Management

Back to School Physicals

Encourage patients to schedule back to school physicals via campaign.

Community Service

Blood Donation Drive

Send a campaign to recruit patients for a local blood drive.

Patient Education

Brain Health

Send patients information on the importance of exercising the brain via campaign.

Care Management
Patient Education

Brain Injury Prevention

Send patients information on Brain Injury prevention, symptoms, and treatment.

Care Management
Patient Education

Break Free from Smoking

Send patients supportive tools for their journey to become smoke free via campaign

Logistics

Broadcasts

Broadcast for a location cancellation, provider out-of-office, or office closure for inclement weather.

Care Management
Patient Education

Build Resilience

Provide patients strategies to cope with adversity via campaign

Partnerships & Integrations
Appointments

CMHS and Valer - Referral Workflow

Trigger a text message to be sent to a patient when a referral is submitted in the Valer platform.

Patient Education

COPD Management

Provide patients with COPD Management Tools via campaign.

COVID-19
Care Management

COVID Vaccine Adverse Reaction Feedback

Send a follow-up message to the patient 24 hours after the vaccine was administered to confirm any symptoms, if any, the patient has experienced.

COVID-19
Appointments

COVID Vaccine No Show Follow-up

No show follow up - Message automatically sent after the COVID Vaccine appointments are marked as No Show in the EMR.

COVID-19
Care Management

COVID Vaccine Outreach to Eligible Patients

Send campaign announcing Covid vaccine availability to eligible patients.

COVID-19
Patient Education

COVID Vaccine Reassurance

Send campaign announcing COVID vaccine availability and reassuring patients that it is safe and effective.

COVID-19
Appointments

COVID Vaccine Second Dose Follow-up

Prompt patients to schedule their second COVID vaccine dose appointment via a Campaign message.

COVID-19
Pediatrics

COVID-19 Vaccine For Youth

Send a campaign to inform patients on the vaccine eligibility for youth 12-15 years of age.

COVID-19

COVID-19 Vaccine Resistance

Follow up with patients who have not gotten vaccinated to encourage them to have a conversation about why they declined or ask if they now would like to receive the vaccination.

Partnerships & Integrations

Call to Text Functionality

Give patients the option to move from the phone on hold queue to a text message through WELL.

Partnerships & Integrations

Care Management (Rimidi)

Encourage patients to fill out surveys created in Rimidi's platform.

Care Management

Care Management Health Reminder

Flu shot campaigns, back to school screenings, annual check-up reminders, etc.

Registration

Check-In/ eCheck-In

Automated reminder sent to the patient prior to the appointment to complete check in process via MyChart prior to appointment. ***NOTE: This feature is currently only available to Epic customers.

Research

Clinical Trial Recruitment

Send a campaign to recruit patients to critical research studies, following the appropriate research protocol.

Payment

Co-Pay

Allow patients to pay their co-pay prior to their appointment in order to expedite the check-in process.

Patient Education

Coaching

C-Section Education

Patient Education

Coaching

Light triage for appropriate point of care.

Patient Education

Coaching

Inbound Keywords - Reduce Call Volume and Internal Triage

ChatAssist
Billing

Collections Outreach

Reach out to patients to collect outstanding balances utilizing the ChatAssist AI feature

COVID-19
Partnerships & Integrations

Community COVID Vaccine outreach

Message community members to inform them of your COVID-19 vaccine clinic offering, and to have them schedule an appointment. **NOTE implementing this powerful new use case requires coordination with your technical team and is only available for the COVID vaccine workflow.

Registration

Consent to Treat

Provide a link to your online consent form.

Appointments

Contact Card

Send new patients a contact card within an instant reminder so patients are encouraged to save the phone number within their cell phone.

Patient Education

Crohn's Disease Management

Inform patients with Chron's Disease on the importance of screenings via broadcast or campaign.

Care Management
COVID-19

Dental Visits During COVID-19

Reassure patients of the safety practices occurring during the COVID 19 pandemic and the importance of routine visits.

Patient Education

Diabetes Healthy Eating

Promote healthy eating habits for diabetic patients via campaign.

Logistics

Directions / Parking

Send parking instructions and directions to or within your facility to your patients prior to their appointment

Community Service

Drive Thru Flu Vaccine Clinic

Notify community members of your drive-thru free flu clinic hours.

COVID-19
Appointments

Extra Vaccine Notification

Notify patients that would like to be contacted when extra COVID-19 vaccine becomes available via broadcast or campaign. Mitigate patient "shot-shopping".

Logistics

FAQs

Link to a PDF containing virtual visit FAQs that is hosted on the wesbite. Include this in an Instant or X-day reminder for all telehealth appointments.

Post Appointment

Family Notifications (Surgery, ICU)

Update the patient's family with the surgery status of the patient from the beginning to the end of the procedure.

Partnerships & Integrations

Feedtrail Surveys

Integrate with Feedtrail to send a follow-up survey to patients after their Emergency Department or Imaging appointments asking about ease of scheduling, wait time, courtesy of staff, etc.

Appointments

Follow-Up

Thank you follow-up: Message automatically sent at a desired timeframe after the appointment to close the loop with the patient.

COVID-19

Guidelines after COVID-19 Vaccination

Send patients guidelines to follow after being fully vaccinated via campain or automation.

Care Management
Community Service

HPV Vaccination

Send a campaign to educate patients on the HPV vaccine and provide them a chance to schedule an appointment.

Care Management
Patient Education

Heart Health

Educate patients on the ways to care for the health of their heart via campaign

New
Analytics Plus

Improve Campaign Response Rates

The Campaign Effectiveness Dashboard offers insights into campaign performance by reporting on response rates, appointments booked, and delivery rates.

ChatAssist
Registration

Insurance

Request for insurance information prior to appointment

Registration

Intake of New Patients

Communicate with new patients via WELL to get them registered.

Logistics

Internal Mentions

Collaborate across WELL to ensure action items make it into the hands of the correct individuals. You can tag individual users, User Groups, or Enterprise User Groups when creating an Internal Mention. (Enterprise User Groups can get secondary real-time alerts either through Email or SMS) Internal Mentions can be created manually or automatically via an Inbound Message Automation or a ChatAssist AI Conversation Action.

Partnerships & Integrations

Jive

Instead of waiting in the on-hold queue on the phone, give patients the option to receive text messages for assistance instead.

Post Appointment

Lab Test Results

Communicate nonsensitive lab (e.g. negative strep) results directly; include portal link.

Pre-Appointment

MD Biography

Upon a patient scheduling an appointment, send a text that contains a link to their provider's bio.

Patient Recruitment

Medicaid Patient Assignment

Message assigned Medicaid patients within your community to inform them they have been assigned to your clinic, and to have them schedule an appointment. **NOTE implementing this powerful new use case requires coordination with your technical team.

Patient Education
Care Management

Menopause Guidance

Send a broadcast to patients with self-care guidance during the menopause transition.

Care Management

Mental Health Check

Reach out and offer support and encouragement to patients who may be struggling with mental health via campaign.

Care Management

Mental Health Triggers

Automated messages sent to patients in times of crisis, triggered by inbound keywords.

COVID-19

Mobile Pop-up Clinics

Allow staff to easily and efficiently check-in patients using mobile tablets, by scanning a unique barcode generated directly on the patient's phone.

Appointments

Multiple Appointments/Same Day

Automated appointment reminders set up to send prior to appointment to generate a response from the patient. Patients with more than one same-day appointments may have reminder messages merged using the "merged message" setting within the automation set up.

Care Management

Navigator

Provide patients with supportive services, such as patient navigators, local and national resources.

Patient Recruitment

New Doctor Panel Availability

Notify community (zip code) of new practice or clinician in their area.

Appointments

No-Show Follow Up

No show follow up - Message automatically sent after the appointment for patients that are marked as No Show in the EMR.

Billing

Online Bill Pay

Auto-respond to billing questions with an internal mention of the billing department and a link to a payment portal.

New
Analytics Plus

Optimize Automated Message Workflows

There are many ways to determine what automated messages to configure, but add a data-driven solution with a custom-built report to determine growth areas.

Care Management

Oral Health Reminder

Send patients recommended practices for good oral hygiene via campaign.

Pre-Appointment
Care Management

Outpatient Surgery Prep

Send automated messages prior to a surgery or procedure to provide reminders and instructions.

Billing

Paper Bill Undeliverable

Request address update and offer an online alternative.

Post Appointment

Patient Satisfaction Survey

Send patient satisfaction surveys attached to a "Thank You" reminder that sends after the patient's scheduled appointment time.

Appointments

Patient Status Updates

Confirmation - Automated reminder sent when the patient confirms their appointment via SMS or phone call sent from WELL. Cancel / Reschedule - Automated reminder sent when the patient requests to cancel or reschedule their appointment via SMS or phone call sent from WELL.

Pediatrics
Appointments

Pediatric Visit Recalls

Automated messages sent to inform parents that their child is due for a Well Child Visit, based on event type.

Care Management
Pediatrics

Pediatric to Adult Healthcare Transition

Prepare parents for transitioning their children from pediatric to adult health care via broadcast

ChatAssist
Partnerships & Integrations

Portal

Push unenrolled patients to sign up for the portal.

ChatAssist
Post Appointment

Post Appointment Patient Survey

Reach out to patients recently seen to collect satisfaction data.

Logistics

Post-Covid Reassurance

Broadcast new safety procedures to reassure previously deferred patients to return to your facility for care.

ChatAssist
Pre-Appointment

Pre-Appointment COVID-19 Checklist

Remind patients of the COVID-19 checklist before arriving for their appointment.

Pre-Appointment

Pre-Appointment Lab Work

Remind patients to visit your onsite lab 30 minutes prior to their clinic appointment.

Partnerships & Integrations
Pre-Appointment

Pre-Appt Educational Material - Wolters Klewer

Send patients educational material that is hosted by Wolter Klewers.

ChatAssist
Care Management

Pre/Post Op Instructions

Send automated messages to patients at a set cadence before or after their surgery or procedure to provide additional instructions and guidance.

Patient Education

Prenatal Care Information

Send automation after first visit completion to inform and educate patients on prenatal care, based on event type.

Pediatrics
Care Management

Pulmonary Alert

Send Patients Air Quality Alerts via campaign.

Care Management

RX Status & Notification

Notify your patients when their prescription has been sent to the pharmacy.

Pediatrics
Patient Education

Ready Set Food

Send a campaign to inform patients on food allergy prevention guidelines, tools, and resources for infants 4-12 months.

Appointments

Recalls

Increase the likelihood of a patient scheduling an appointment if they need to follow up with your health system.

Care Management

Recovery at Home After Knee Replacement Surgery

Prepare patients for recovering at home after their knee replacement surgery via automation

ChatAssist
Appointments

Referrals Management

Message patients the moment a referral is logged to offer a scheduled appointment.

Appointments

Reminders

Automated appointment reminders set up to send prior to appointment to generate a response from the patient. The recommended best practice cadence is 7,2,1 day reminders. Cadence can vary based on the appointment type and how far in advance the appointment is usually scheduled. Clients may send out same-day appointment reminders as well.

Partnerships & Integrations

Remote Patient Monitoring

Message patients with remote Patient Monitoring equipment use and reporting.

Partnerships & Integrations

RepuGen and MemorialCare - Surveys

Send RepuGen surveys directly through the practice or clinic phone number! When the survey is completed, RepuGen alerts the organization so that staff members can respond as needed. *Note: This is an integration we can extend to other, HIPPA compliant satisfaction surveying vendors and is not limited to RepuGen.

Care Management

Request Images to Help with Symptom/Problem Identification

Send a secure message to a patient requesting them to reply back with a photo.

Care Management

Routine Screening

Reach out to patients to remind them they need to book an appointment for their screening.

Patient Education

Seasonal Precautions

Prepare patients for potential springtime ailments via campaign.

Patient Education

Self Care at Home

Encourage patients to practice self-care activities to improve wellness via campaign.

Appointments

Self Rescheduling

WELL's self-rescheduling allows patients to automatically reschedule an appointment at their convenience. ***NOTE: This use case is currently only available for Epic customers and requires coordination with your technical team.

Logistics

Special Instructions

Send patients special instructions before their next visit. **NOTE: Target a specific patient population by utilizing the age filter.

Community Service

Substance Abuse

Automated messages sent to patients seeking treatment, triggered by inbound keywords.

Patient Education

Sun Safety

Send patients sun care tips for summer via campaign.

Pediatrics
Care Management

Support Group/Program Invite

Send automated messages to patients or parents of children with specific medical conditions who could benefit from peer support or personalized support from a care team, based on event type.

Partnerships & Integrations

Telehealth

Send automated reminders to patients prior to their telehealth visit with reminders and instructions to facilitate the experience.

ChatAssist
Appointments

Telehealth Appointment Preparation

Send preparatory instructions to ensure a positive telehealth experience for clinicians and patients.

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These are sample use cases provided for informational purposes. The use cases and their inclusion in this library do not constitute legal advice or a guarantee of compliance with all laws, policies, and procedures. Implementation may vary from customer to customer. Please consult your legal and compliance advisors before proceeding with each new use case.

Artera is the patient communication platform delivering happier staff, healthier patients, and more profitable organizations.

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