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Artera’s Gold Standard: A Deep Dive into Our Implementation Process

A successful technology partnership begins long before the go-live date. For healthcare organizations, the implementation process is a critical phase that sets the stage for future success, user adoption and return on investment. A disjointed or inefficient onboarding experience can derail even the most promising platform. At Artera, we have engineered a robust, repeatable and efficient implementation process designed to ensure our partners are supported, prepared and confident from day one.

This structured approach is not an accident; it’s the result of years of refinement, leveraging deep healthcare expertise and a commitment to customer success. Our process consistently delivers on-time deployments, typically within a 12-week timeline from kickoff to go-live, providing the predictability and reliability that complex IT environments demand.

What Makes the Artera Implementation Unique?

Our approach is built on a foundation of consistency, clear communication and comprehensive support. We’ve developed a system that combines strong internal processes with transparent, customer-facing resources to create a seamless experience.

Efficiency and Repeatability

We understand that your team’s time is valuable. Our implementation model is designed for maximum efficiency. By following a proven, repeatable timeline, we eliminate ambiguity and ensure that every milestone is met. This consistency means that regardless of your specific EMR or integration requirements, you can expect a predictable and well-managed ~12-week implementation journey. This process is so refined that it also applies to existing customers adding new Artera products, providing a familiar and efficient experience every time.

Detailed Implementation Guides

From the moment our partnership begins, you receive a detailed implementation guide. This comprehensive asset is your roadmap for the entire journey, from the initial kickoff meeting to the final go-live. It lays out every step, deliverable and meeting, so your team always knows what to expect and what’s required of them. This guide serves as a constant reference point, empowering your project leads and stakeholders with the information they need to manage the process internally.

According to one of our customers (via KLAS): 

“The vendor’s implementation document is phenomenal. It is the best I have seen in a while. The documentation is almost a handbook with details from interfaces to operational details to best practices and use cases from other organizations. It is very comprehensive.” 

The Structured Journey: From Signature to Go-Live

Our process is meticulously planned to ensure that parallel workstreams for operations and technology run smoothly, converging at key moments to keep the project on schedule.

Staffing and Project Kick-Off

Once a customer signs with Artera, our internal teams get to work. We staff your project with a dedicated Project Manager and Technical Project Lead–a leadership pair that remains with you from the beginning of the installation to the end, ensuring continuity and a deep understanding of your organization’s unique needs. We begin with a pre-kickoff discussion to align on goals before moving to a formal, large-scale kickoff meeting with all stakeholders.

Parallel Workstreams and Consistent Communication

Following the kickoff, we establish a regular cadence of communication. This includes weekly operational calls and separate weekly technical calls. This dual-track approach allows us to make progress on all fronts simultaneously.

  • Operational Workstream: Focuses on how the platform will be configured and how workflows will be designed to optimize patient outreach. This includes design sessions and strategy discussions.
  • Technical Workstream: Handles all integration and technical setup, ensuring seamless connectivity with your existing systems.

These parallel efforts continue throughout the duration of the project, including end-to-end testing and final production sign-off, ensuring a smooth and successful launch.

Powered by Healthcare and Project Management Expertise

A process is only as good as the people who execute it. Our Professional Services team is staffed with individuals with robust backgrounds in healthcare. Many have worked at EMR companies, within healthcare organizations, or have earned certifications from respected organizations like The Beryl Institute. This industry-specific knowledge is invaluable, as it allows us to understand the unique challenges and workflows within a healthcare environment.

All of our implementation resources are also carefully crafted by the Customer Education team, specifically Sally Maciel, who got her start at Artera six years ago as a Project Manager. Ultimately, we operate with a highly supported team approach. We have clear lines of escalation and conduct weekly project reviews with management to proactively identify and mitigate risks. This internal framework ensures that if issues arise, a robust support mechanism is already in place to address them swiftly, keeping your project on track and on schedule.

The results of this refined process are evident in our project metrics. Quarter over quarter, we consistently meet or exceed our 90-day implementation timeline: a testament to the effectiveness of our model.

Our partners recognize the difference. As one enterprise customer in the northeast shared:

“Your onboarding process has been stellar! We consistently highlight your team as the gold standard for customer onboarding among our other vendors. Your team has been exceptional – their expertise, responsiveness, and ability to guide conversations productively has made this partnership truly valuable.”

Beyond Go-Live: A Commitment to Ongoing Success

Our support does not end when your system goes live. We believe in empowering your team for long-term success. To that end, we provide a wealth of post-go-live resources to support your staff, including new hires who need to get up to speed.

These resources include:

  • Artery Academy: A comprehensive e-learning platform with on-demand courses, empowering you to get the most out of the Artera platform. 
  • Webinars: We host weekly webinars for continuing education, including specific sessions for new end-users and new enterprise administrators.
  • Artera Knowledge Base: An extensive library of articles, guides and tutorials that your team can access anytime for self-service support.

This multi-department support structure, including dedicated leaders from our customer education team, ensures your entire organization is positioned for success long after the implementation is complete.

A Partnership Built on a Solid Foundation

The decision to adopt a new healthcare technology platform is often daunting. Crucially, the implementation process serves as your initial, and most vital, introduction to your new partner. At Artera, we have invested heavily in creating a process that is not only efficient and predictable but also supportive and empowering. Our blend of healthcare expertise, robust internal playbooks, comprehensive customer resources and a proactive project management style has created what many of our customers refer to as the “gold standard” for onboarding. We provide a centralized, seamless and secure implementation experience designed to help you achieve your goals from the very start.

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