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features
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support

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Description

Artera is a patient communication and engagement platform that pairs voice AI agents with a secure agentic platform to strengthen how healthcare providers communicate and care for patients. Our voice AI agents handle routine patient interactions that consume staff time, appointment scheduling, intake, referral management, payments, and care gap outreach, so staff can focus on the conversations that need a human touch. Dedicated AI Service Squads, teams of Artera's AI builders, work directly with provider teams to design custom AI solutions built around each practice's specific workflows and EHR environment. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies with 11+ years of healthcare-native experience. Artera Harmony, the core agentic platform, connects fragmented communication into coordinated patient engagement across every channel, with deep EHR integrations that automate the right message at the right time. Built-in reporting tools provide real-time visibility into patient engagement rates, message volume, response times, and no-show recovery revenue. AI-powered Smart Inbox consolidates all patient conversations in one unified place, surfacing high-priority messages so staff focus where it matters most. Automated workflows support complex care journeys, from appointment reminders and care gap closure to post-visit follow-ups and intake preparation, without requiring staff intervention. Security is foundational: SOC 2 Type 2, HITRUST certified, HIPAA compliant, and FedRAMP Class D Certified (FedRAMP High). Identifiable patient data is never used to train AI models. 2B+ Annual Comms. | #1 Best in KLAS (Patient Communications, 2026) | 11+yrs Healthcare-Native Experience | FedRAMP Class D Certification | 200M+ Patients

Description

CRMoptics is a hosted/packaged solution that allows you to use open source building blocks to get started with your optical software project. It offers multi-location and multi-warehouse solutions that make it easier to do things faster and more reliably. It is web-based, so you only need internet access and a device of choice. Every optician requires module functions to manage their business. These include scheduling, history of eye examinations, proof of payments printing, inventory, customer data management, and scheduling. CRMoptics software includes built-in marketing tools that allow opticians to send personal postcards to customers. This gives them the marketing power to increase sales at lower costs. It is possible to engage customers by sending them text messages or emails with reminders and promotions. It's easier than ever! Our expertise can help you create or set up customizations.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AdvancedMD Yes 
EpicCare EMR Yes 
Greenway Health Yes 
MEDITECH Expanse Yes 
ModMed Yes 
NextGen Healthcare EHR Yes 
Oracle Health Ambulatory EHR Yes 
Oracle Health EHR Yes 
Veradigm EHR Yes 
athenaOne Yes 
eClinicalWorks Yes 

Integrations

AdvancedMD No 
EpicCare EMR No 
Greenway Health No 
MEDITECH Expanse No 
ModMed No 
NextGen Healthcare EHR No 
Oracle Health Ambulatory EHR No 
Oracle Health EHR No 
Veradigm EHR No 
athenaOne No 
eClinicalWorks No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Artera

Founded

2015

Country

United States

Website

artera.io

Vendor Details

Company Name

CRMoptics

Country

Belgium

Website

www.crmoptics.com

Product Features

Appointment Reminder

Appointment Scheduling Yes 
Calendar Management No 
Call Reminders Yes 
Email Reminders Yes 
Online Booking Yes 
Payment Reminders Yes 
Recurring Appointments No 
Rescheduling Yes 
SMS Messaging Yes 
Two-Way Messaging Yes 

Medical Scheduling

Appointment Management No 
Billing & Invoicing No 
Drag & Drop No 
Facility Scheduling No 
Multi-Location No 
No-Show Tracking No 
On Call Scheduling No 
Patient Records No 
Patient Scheduling No 
Physician Management No 
Recurring Appointments No 
Self Service Portal No 
Staff Scheduling No 

Patient Engagement

Appointment Scheduling Yes 
Care Planning Yes 
Collaboration Yes 
Messaging Yes 
Mobile Access Yes 
Patient Education Yes 
Patient Portal Yes 
Personal Health Record No 
Progress Tracking No 
Self Management Yes 

Patient Scheduling

Analytics/Reporting No 
Approval Process Control No 
HIPAA Compliant No 
Mobile Access No 
Notifications/Alerts No 
Online Scheduling No 
Patient Communications No 
Patient Intake No 
Patient Portal No 
Patient Records Management No 
Payment Processing No 
Reminders No 
SMS Messaging No 

Product Features

Appointment Reminder

Appointment Scheduling Yes 
Calendar Management Yes 
Call Reminders Yes 
Email Reminders Yes 
Online Booking Yes 
Payment Reminders Yes 
Recurring Appointments Yes 
Rescheduling Yes 
SMS Messaging Yes 
Two-Way Messaging No 

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management No 

Direct Mail Automation

A/B Testing No 
Analytics/Reporting No 
Campaign Management Yes 
Data Import/Export No 
Delivery Tracking No 
Design Management No 
Event Triggered Mailings Yes 
List Scrubbing No 
Mailing List Purchasing No 
Mailing Services Integration Yes 
Pre-made Templates Yes 
Printing Services Integration Yes 
Response Alerts No 

Medical Inventory

Barcode Scanning No 
Expiration Date Management No 
Purchasing Yes 
Reorder Management No 
Supply Management Yes 
Usage Tracking Yes 
Vendor Management No 

Medical Scheduling

Appointment Management Yes 
Billing & Invoicing Yes 
Drag & Drop Yes 
Facility Scheduling Yes 
Multi-Location Yes 
No-Show Tracking Yes 
On Call Scheduling No 
Patient Records Yes 
Patient Scheduling Yes 
Physician Management No 
Recurring Appointments Yes 
Self Service Portal No 
Staff Scheduling Yes 

Optometry

Appointment Management Yes 
Insurance Management Yes 
Inventory Management Yes 
Patient Records Yes 
Recall Tracking Yes 

Patient Engagement

Appointment Scheduling Yes 
Care Planning No 
Collaboration Yes 
Messaging Yes 
Mobile Access Yes 
Patient Education No 
Patient Portal No 
Personal Health Record Yes 
Progress Tracking No 
Self Management Yes 

Patient Portal

Appointment Confirmations Yes 
Appointment Scheduling Yes 
Bill Payment Yes 
Care Plans No 
Care Summaries No 
EHR-Agnostic No 
Health Record Access Yes 
Intake Forms Yes 
Lab Results No 
Prescription Renewals No 
Secure Messaging Yes 
Video Consultations No 

Alternatives

Alternatives

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Zanda

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