Artera Features

Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.

Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Store, manage and track all forms in a centralized location

Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.

Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.

Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.

Provides organizations with the tools to optimize patient experience efforts

Information, data and reports that are being tracked over time

Active reporting of data and metrics

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Handle the registration and admission process for existing and new students

Create, update, and manage bookings, itineraries, and reservations

Track and manage schedules and meetings via an integrated calendar

Process of submitting and following up on claims with insurance companies

Manage various aspects of appointments including booking, rescheduling, canceling

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

Manage, organize, and store contact information

Store, manage, and track all electronic documents in a centralized location

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Create, manage and track all task activities and progression

Manage contact details and communication with clients

Allows administrators to set up and implement any levels of authorization required to send and receive secure messages

Facilitates the receiving and sending of secure and encrypted text messages

Facilitates the receiving and sending of secure and encrypted emails

Facilitates communication between health care professionals

Aligns and complies with HIPAA regulation and standards

Supports desktop, iOS, and Android operating systems

Allows the determination and assignment of the lifespan of a delivered message

Enhances clinical workflows

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Process collected data to pull out relevant insights

Accurately capture and store health care data

Consolidates data from various sources including Electronic Health Records (EHR), billing systems, and patient management systems into a unified platform.

Ensures compatibility with various healthcare systems and standards like HL7, FHIR, and DICOM, facilitating seamless data exchange.

Implements data security mechanisms and compliance with regulations like HIPAA to safeguard patient data.

Provides a user-friendly interface to construct custom queries for in-depth data analysis without needing advanced technical skills.

Integrates with EHRs to contextualize referral records

Monitors and analyzes patterns and trends in referrals

Consolidates referrals into a centralized database for oversight and easy access

Facilitates the sharing of information relevant to referral completion or denial across networks

Tracks and manages the various sources that health care organizations receive referrals

Tracks the progress of referrals throughout the referral lifecycle

Provides integration with a hardware offering to facilitate patient intake process

Facilitates the collection of copays and direct payments

Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form

Streamlines the check-in workflow and experience

Enables patients to complete intake forms on their personal mobile devices

Customize contracts and forms to collect specific information

Process of gathering, measuring, and analyzing accurate data

Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database

Ensures compliance with HIPAA security and encryption regulation

Runs and verifies patients' health care insurance

Runs and verifies patient information cards

Seamlessly integrates with digitized online appointment booking solution

Captures patients' electronic signatures

Checking eligibility of patients for different insurance claims

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Application is its own calendar, booking, and reminder system.

The software uses data from CRM, calendar, or another application to generate reminders.

Reminders are sent via text message to a mobile device.

Reminders are sent via email.

Reminders are sent via automated phone call.

Recipient is prompted to confirm, cancel, or reschedule the appointment

Enhances clinical workflows

Integrates with existing medical practice solutions

Provides digitized intake forms both for patient and physician use

Tracks and measures current and improved levels of patient engagement

Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.

Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.

Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.

Patients can register for appointments in advance online

Allows medical providers to engage patients in a variety of ways to ensure their health.

Manage the treatment plan and coordination between care providers and patients with special health care needs

Manage and track all internal and external communication conducted via calls, email, text, or chat

Customize contracts and forms to collect specific information

Electronic patient health records

Electronic patient health records, including records from multiple doctors

Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)

Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction

Facilitates and enables patient access to their personal health information and data.

Streamlines the delivery of messaging between health care professional and patient.

Set up connections to third-party platforms to improve business processes

Track and manage adherence to policies for any service, product, process, or supplier

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track and manage schedules and meetings via an integrated calendar

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Manage various aspects of appointments including booking, rescheduling, canceling

Online portal through which end users can access the system, manage tasks, or obtain information

Activities related to the initial admission of a charge into the organization's care

Ability to record, store, update, and retrieve information

Process of submitting and following up on claims with insurance companies

Store, manage, and track all electronic documents in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Store, manage and track all forms in a centralized location

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Provides graphical representations of data through charts, graphs, and dashboards to facilitate easier interpretation and decision-making.

Enables the analysis and monitoring of healthcare data as it is generated, allowing timely interventions.

Helps in understanding different accents, dialects, and speech patterns.

Helps to generate human-like speech responses.

Provides customizable speech speed and intonation.

Provides multiple voice options like gender, tone and style.

Allows communications to be secure and authenticated.

Offers features for personalizing text messages based on customer information or past behavior.

Provide rich media such as videos, images, carousels, cards, branded templates, etc.

Offer interactive text, buttons or suggested replies for customers to enagage with.

Provide customizable, reusable templates to ensure consistent branding across campaigns.

Enable automated RCS messaging based on triggers, workflows, or scheduling.

Provide two-way messaging, allowing customers to reply and engage in real-time conversations.

Supports transactional alerts such as reminders, confirmations, or notifications.

Provide a verified, branded sender profile.

Provide encryption to protect message content, ensuring secure and compliant communication.

Provide authentication mechanisms such as one-time passwords (OTP) or two-factor verification to authenticate users

Provide read receipts and delivery status indicators so businesses can confirm when messages are delivered and opened.

Offer analytics on message delivery, open rates, or campaign performance.

Provide the ability to automatically send messages via SMS or MMS when RCS is not supported, ensuring reliable delivery across all devices and carriers.

Provide AI features such as chatbots, smart replies, or sentiment analysis to enhance conversational RCS.

Delivers targeted engagement campaigns based on patient demographics, risk factors, and behavior.

Provides AI-driven chat interfaces to answer patient questions, triage needs, and route requests.

Enables secure, conversational messaging between patients and care teams across digital channels.

Sends automated appointment reminders via SMS, email, or voice using AI to optimize timing and channel selection.

Optimizes provider schedules using predictive analytics to reduce gaps and overbooking.

Guides patients through care journeys using AI-driven recommendations and reminders.

Integrates with electronic health records & practice management systems to synchronize patient and scheduling data.

Provides real-time dashboards tracking engagement, access, and operational KPIs.

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Import and export data to and from software applications

Securely stores data to prevent data loss or breaches

A record of all activities within the system, including user access, changes made, etc.

Provides a channel for team members to share media files, communicate, and work together

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Discover patch statuses and vulnerabilities

Alter the layout and content of reports

Protect sensitive data for digital privacy

Online portal through which end users can access the system, manage tasks, or obtain information

Customize contracts and forms to collect specific information

Software designed for the healthcare industry

Store and organize documents in a centralized system

Notifying as a warning or reminder of a potential or imminent hazard

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Compliant with HIPAA, which sets standards for sensitive patient data protection

Track and document all activities across devices, networks, and other systems

Define levels of authorization for access to specific files or systems

Active reporting of data and metrics

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Timed notification for any upcoming task, deadline, appointment, or activity

Track and report regulatory data to either internal management or external stakeholders

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Analyze potential risks across the organization

Observe and track the demand, usage, progress or quality of a system, product, or user

In-person, onsite registration

Book and manage patient appointments and follow-ups

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Control and manage access to wireless networks

Capture photos for any type of use case

Check-in and out via a mobile device or kiosk

Matrix barcode that stores information

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Accept, record, and reconcile financial transactions

Identify component attributes like servers, hardware, software, and manage relationships across all services

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Allow the audience to interact or engage with the content

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Use AI to generate content in the form of text, images, videos, etc.

Digital displays use technologies such as LCD, LED, projection and e-paper

Manage and support multiple languages

Process of understanding one's position in a physical space via planned routes, signs, colors and images

On-screen keyboard that can be used without the need for physical keys/keyboard

Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system

Design, modify, and organize how content is displayed on a system interface

Intended for medical use such as diagnosis, treatment, and consultation

Compliant with HIPAA, which sets standards for sensitive patient data protection

Add customized logos and colors to align with company branding

Monitor wait time and abandonment for incoming requests that have not been routed

Interactivity between software and users by touching areas on the screen of display devices

Scan and validate an ID barcode

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Store and organize documents in a centralized system

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Customize data fields to support various needs and use cases

Automatically create schedules based on business needs or employee availability and qualifications

Log and store the source of contacts/leads

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automate workflows and trigger campaigns based on customer actions

Timed notification for any upcoming task, deadline, appointment, or activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ability to chat online in real time

Track the status and progress of tasks

Predict future data based on historical data sets

Track and manage the scheduling of tasks

Software designed for the healthcare industry

Manage and support multiple locations

Communicate using direct chat or messages within the system

Alter the layout and content of reports

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Form predictions based on past and present data/trends

Educational and medical resources that are delivered to patients online

Electronically collect payments for goods or services

Manage and support multiple languages

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Automated reminders and confirmations for booked appointments and events via text or email

Schedule appointments via a calendar

Receive data and information in real time

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Analyze and gain insights into data in real-time

Access to patient medication history data

Allows medical providers and/or customers to request previously filled prescriptions online

Communicate using messages within the system

Connect with meeting participants remotely over video

Active monitoring of systems, applications, or networks

Application programming interface that allows for integration with other systems/databases

Enables medical providers and/or patients to electronically renew existing prescriptions

Add customized logos and colors to align with company branding

Information, data and reports that are being tracked over time

Notifications via mobile devices

Laboratory test results

Meet with patients remotely

Send personal messages to clients or attendees

Observing and tracking a patient's health status, condition, and wellbeing

Gaining access to confidential health documents and information

Manage billing and payments for a healthcare provider

A collection of customer information such as contact details, demographics, previous interactions, etc.

Complete outstanding payments

Intended for medical use such as diagnosis, treatment, and consultation

Digitally sign online documents

Presenter can see and hear participants and vice versa

Speaking to a doctor or healthcare professional using online video tools

Exchange messages in a secure and encrypted manner

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Store and organize documents in a centralized system

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Customize data fields to support various needs and use cases

Automatically create schedules based on business needs or employee availability and qualifications

Log and store the source of contacts/leads

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automate workflows and trigger campaigns based on customer actions

Timed notification for any upcoming task, deadline, appointment, or activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ability to chat online in real time

Track the status and progress of tasks

Predict future data based on historical data sets

Track and manage the scheduling of tasks

Software designed for the healthcare industry

Manage and support multiple locations

Communicate using direct chat or messages within the system

Alter the layout and content of reports

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Form predictions based on past and present data/trends

Private online space that lets businesses securely share documents and provide information access to clients

Notifications via mobile devices

Customize contracts and forms to collect specific information

Assemble applications and processes by dragging over and arranging pre-built components

Estimated waiting time in the queue

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Observing and tracking a patient's health status, condition, and wellbeing

Patients can register for appointments in advance online

A collection of customer information such as contact details, demographics, previous interactions, etc.

Notifications that are delivered to users as soon as an event occurs

Identify patient's location at any given point in time

Send messages via SMS

Application programming interface that allows for integration with other systems/databases

Online portal through which end users can access the system, manage tasks, or obtain information

Electronically collect payments for goods or services

Gauge satisfaction and receive information for improvement and success

Active monitoring of systems, applications, or networks

Book and manage patient appointments and follow-ups

Use AI to generate content in the form of text, images, videos, etc.

Seamlessly integrates with 3rd party websites

Schedule repeating appointments based on a duration of time

Use AI to generate content in the form of text, images, videos, etc.

Add customized logos and colors to align with company branding

Notifications via mobile devices

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Receive system updates as soon as any changes are made

Compliant with HIPAA, which sets standards for sensitive patient data protection

Schedule appointments via a calendar

Gauge satisfaction and receive information for improvement and success

Manage and support multiple locations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Manage the rescheduling of appointments

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage and support multiple languages

Active reporting of data and metrics

Automated reminders and confirmations for booked appointments and events via text or email

Send, receive, and respond to messages

Automatic reply functionality for incoming messages

Pre-designed layouts that can be customized to match preferences and requirements

Reminders sent for balance/payment due

Synchronize with other calendars to view mutual availability and schedules

Online portal through which end users can access the system, manage tasks, or obtain information

Electronically collect payments for goods or services

Send messages via SMS

Import and export data to and from software applications

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Questionnaire for clients to answer prior to attending appointments.

Create and securely store digital patient records

Track and manage schedules and meetings via an integrated calendar

Set up connections to third-party platforms to improve business processes

Send messages via SMS

Add customized logos and colors to align with company branding

Notify large groups of people simultaneously about important updates.

Leave comments and notes on documents for others to view

Allow customers to cancel their subscription remotely.

Reserving a room for meeting in an office or co-working space

Create, manage, and send invoices or bills to customers

Create and send email blasts/campaigns

Track and manage staff profiles, recruitment, schedules, productivity, career development and performance

Schedule repeating appointments based on a duration of time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

The ability to choose between different appointments in a selection.

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and monitor patient no-show rates

Online portal where patients can access information such as health records, treatment plants, etc.

Supports practices with multiple healthcare professionals

Accept, record, and reconcile financial transactions

Record, update and manage waiting lists

Digitally sign online documents

Create, manage and track all task activities and progression

View and track pertinent metrics to find patterns and gain insights from data

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Compliant with HIPAA, which sets standards for sensitive patient data protection

Enables medical providers and/or patients to electronically renew existing prescriptions

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Checking eligibility of patients for different insurance claims

Patients can register for appointments in advance online

Manage and support multiple locations

Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets.

Manage the process of evaluating documents or requests submitted for approval

Track the status of assets and whether they're checked in or out

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Track and organize online shifts