Artera
52 Case Studies
A Artera Case Study
Sansum Clinic, an Epic EHR customer and the largest independent nonprofit healthcare organization on California’s Central Coast, needed a faster way to reach patients during an inconsistent COVID‑19 vaccine supply and to reduce repetitive workloads for telehealth prep, portal enrollment, and insurance verification. To solve this, Sansum partnered with Artera and its Artera platform, piloting the new ChatAssist AI conversational automation.
Artera implemented ChatAssist AI within 24 hours to run text and phone campaigns, and in a ten‑day period sent 26,600 messages that saved Sansum 159 staff hours. Artera’s solution also automated telehealth readiness checks, MyChart activation, and insurance verifications, and within six months handled 35,000 fully automated patient conversations across 13 use cases—delivering rapid, measurable operational gains.
Jessica Acevado
Call Center Patient Access Manager