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About Follow-up Plans

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:

Geographic Targeting

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.

Learn more about Geographic Targeting…

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.

Learn more about Calls to Action…

Follow-up Emails

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.

Learn more about Emails…


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.

Learn more about:
CRM Integrations…
Marketing Automation Integrations…
Other Integrations…


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.

Learn more about Notifications…

Engagement Queues

This section of the portal is designed to manage follow-up to users who have requested a phone call after completing the HRA.

Learn more about Engagement Queues…




Patient Consent to Communication of Personal Health Information (PHI) through Standard SMS/Text Message and/or Email

Welcome! Your healthcare provider has partnered with HealthAware to help guide you through your care plan.

Who is HealthAware?
HealthAware provides health support programs (HSPs) delivered via standard SMS/text message and/or email. Your HSP is under the direction of your healthcare provider and is designed to support you in your health journey by providing education information related to:

  • Your health support program
  • Behavioral prompts/check-ins
  • Assessments/progress reports
  • Appointment reminders
  • Other health related messages or programs pertaining to my health support program

These HealthAware programs are for educational purposes only. They cannot provide, and are not intended as a substitute for medical care. The programs are automated, and therefore not actively monitored. In the event that medical care is needed, please call your healthcare provider or 911.

Why do I need to accept this patient consent?
HealthAware uses standard SMS/text messages and email messages that are not encrypted to communicate information with you about your HSP. Consequently, there is a risk that an unauthorized third party could view the information being transmitted.

To whom does HealthAware disclose my PHI (Personal Health Information)?
HealthAware only discloses PHI to you and your healthcare provider. HealthAware does not disclose PHI to any other party, such as marketing or sales organizations.

By clicking “accept” on a web page, clicking a link that is clearly labeled as a means of indicating consent, or replying “yes” to my consent prompt via text message, I agree to the following:

I hereby consent and state my preference for HealthAware to communicate with me via SMS/text message and/or email regarding various aspects of my health support program (HSP), which may include my PHI, behavioral prompts/check-ins, assessments and progress reports, appointment reminders, and other health related messages or programs pertaining to my health support program.

I understand that standard SMS/text messaging and email are not confidential methods of communication and may be insecure. I further understand that, because of this, there is a risk that standard SMS/text messaging and email regarding my medical care might be intercepted and read by a third party.

I may revoke this consent in writing except to the extent that HealthAware and/or my healthcare provider has already made disclosures in reliance upon my prior consent. If I do not accept this consent, or if I later revoke it, the commencement, continuation, or quality of my treatment will not be affected, but my enrollment with the HSP delivered by HealthAware will be terminated.