Follow-up Plans are plans that your HRA uses to provide Follow-up messaging to users who have completed an HRA. Your Follow-up Plan can scale up or down based on how much personalization you want to include.
Follow-up Plan content is able to be outlined based on a consumer’s primary result and whether or not the consumer is within a geographic target that you define.
A Follow-up Plan includes:
This section allows you to establish geographic targets to categorize users according to their location. This feature can be useful if your follow-up messaging is intended for specific geographical areas.
|Calls to Action
Calls to Action are a set of prioritized actions a user can choose at the end of the HRA as a next step. You can select your preferred Calls to Action based on results and other user criteria here.
Follow-up Emails are automated emails that are delivered to the user at set time points after completing the HRA. You can choose which emails to send and schedule when to send them.
Integrations are designed to help other client partners participate in the follow-up for the user. Typical integrations include CRM systems, marketing automation systems, call centers, and newsletter partners.
Notifications are communications designed for your health system staff to help them engage consumers based on the results of the HRA. Notifications are typically used for consumers who are at high risk.
This section of the portal is designed to manage follow-up to users who have requested a phone call after completing the HRA.