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The Patient Engagement Playbook

Introducing six best practices in our new Patient Engagement Playbook that can help you drive optimal outcomes, connect with patients, and reshape the patient experience in the digital transformation era.

Patients consulting the dentist at dental clinic

Expectations for accessible, effective care will only increase as health care becomes more patient-centered, digitally connected, and outcome-driven. To respond to the increasing consumer demands of patients, providers must be prepared to use modern patient engagement strategies. Effective patient engagement is now crucial in both attracting and retaining patients.

The Patient Engagement Playbook breaks down an effective patient engagement strategy into 6 Best Practices for your organization to consider.

Patients are more likely to engage in self-management and adopt new healthy behaviors as their level of patient empowerment increases, which leads to better care outcomes and lower healthcare costs.

Six Best Practices to Drive Optimal Outcomes

  • Establish a Digital Patient Engagement Governance Committee
    At a time when increasing costs, staffing shortages, and supply chain challenges are on the rise, it’s even more critical to prioritize digital solutions that are extremely efficient and will benefit your entire health system by increasing patient satisfaction, reducing costs, and improving staff efficiency, among other benefits.
  • Analyze patient population segments
    As a provider organization, it’s crucial to segment your patient populations as it will help you identify high-risk patients, understand the complex care needs of various patient groups, and tailor care delivery or engagement efforts.
  • Prioritize convenience and accessibility
    In today’s digitally-connected society, it’s no longer an option to leverage scalable, modern technology – it’s a necessity. Patients are eager to utilize convenient digital tools when it comes to managing their care.
  • Deliver personalized care experiences
    It is no longer sufficient to merely communicate in-visit or send mass push communications. To truly deliver personalized care, you must design and implement a unique, conversational relationship with your patients.
  • Empower your patients
    A collaborative, trustworthy partnership between patients and providers can lead to greater patient satisfaction, better health outcomes, and sustained patient interest in their ongoing care.
  • Provide continuous support
    Care is much more than a "visit." The surrounding experiences – scheduling an appointment, after-visit follow-up, filling out paperwork, and billing, to name a few – typically take place outside of a care setting.

For additional detail on each practice, next steps, and customer stories, download our comprehensive playbook. We won't even ask you for your email address.

Customer Stories

A hug makes everything better

"Patients were asking for it. You can get text messages from your hairstylist or veterinarian — the technology is clearly available — why not receive them from your doctor’s office?"

Mark Steffen
Chief Administrative Officer, Primary and Specialty Care Clinics, Eisenhower Health

"The ability to communicate back and forth, assuring patients that we are here for them both virtually and in-person is crucial as we continue to safely provide care in the midst of this pandemic."

Tesha Montgomery
Vice President of Operations and Patient Access, Houston Methodist

"Offering the electronic tool as an alternative to human interaction supports patient and family preference and adds value to our organization."

Ginger Dzick
Manager of Patient Experience & Patient Relations, Children’s Wisconsin


By the numbers

of American healthcare consumers prefer texting to schedule their appointments.
want to be informed about the status of their ill loved ones via text.
like to receive reminders from physicians for prescriptions, schedule confirmations, follow-up appointments, and more.

About Artera

Artera is the SaaS digital health leader in patient communications and two-time Best in KLAS winner in Patient Outreach. Artera delivers a platform-level patient communications solution that integrates across a health system’s tech stack (EHRs/EMRs, single-point solutions, apps, and more) to deliver patients a simple, cohesive communications experience while reducing workload for healthcare staff. By unifying disjointed communications and information into a single channel for patients (texting, email and/or IVR) Artera fuels healthcare providers to deliver healthier patients, more efficient staff and more profitable organizations.

The Artera platform helps 500+ unique health systems facilitate 1.1 billion messages for 40+ million patients. Founded in 2015, Artera (formerly WELL Health) is based in Santa Barbara, California and has been named on the 2021 Deloitte Technology Fast 500 and ranked on the Inc. 5000 list of fastest-growing private companies for three consecutive years. For more information, visit


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