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About Geographic Targeting

To enhance the effectiveness of your outreach efforts to users who have completed an HRA, you may consider using Geographic Targeting as part of your Follow-up Plans. Create Calls to Action, Follow-up Emails, and Notifications that specifically speak to users located within your designated geographic targets, such as certain ZIP codes.


To enable Geographic Targeting for your Follow-up Plans, first navigate to the Follow-up Plan section via your HRA’s dashboard module.


Next, click the Geographic Targeting tile. This will open the set-up page.


By default, Geographic Targeting is disabled. Select Enable Geographic Targeting to set up your targets.


Next, type in the ZIP codes you wish to include inside your target and click the +Add ZIP Code button. Each ZIP code will then appear in the box below. You can remove them by clicking the X next to each ZIP code in the box.


Alternatively, you can upload a CSV file of all ZIP codes you want to include in the target. This action will not replace unique ZIP codes already added to the current target. Click the Upload CSV File button to do so. We have provided a simple template for your file that you can download as well.

You can delete all ZIP codes at once in the target by clicking the Remove all ZIP codes link under the target box.

Note: Removing ZIP codes cannot be undone.

When you have finished adding all of the ZIP codes you want to include in your Geographic Target, click the Return to Plan button.


Mapping CTAs and Emails to Geographic Targets

After you’ve enabled Geographic Targeting, your CTAs and Emails mapping will contain two columns. You can now separate messaging into In Geographic Target: Yes and In Geographic Target: No segments for each Primary Result and for any Additional CTAs you add.





If, at any point, you wish to remove Geographic Targeting from your HRA’s Follow-up Plan, select the Disable Geographic Targeting option. Should you decide to re-enable Geographic Targeting, your target ZIP codes will again be visible and you will not need to upload them again.


Important note: CTAs and/or Emails mapping that has been set up with Geographic Targeting enabled will revert to one column, with the In Geographic Target: Yes content remaining. If you re-enable Geographic Targeting, the In Geographic Target: No content will once again be visible.


If you have any Additional CTAs set up to use geographic targeting, they will revert to “All” Geographic Targets. You will need to manually update them if you re-enable Geographic Targeting.


Be sure to make any necessary changes to your CTAs’ and Emails’ content after enabling/disabling Geographic Targeting.


Learn more about Follow-up Plans…
Learn how to manage CTA content and availability…
Learn how to map and schedule CTAs…
Learn how to manage Follow-up Email content and availability…
Learn how to map and schedule Follow-up Emails…
Learn more about Notifications…

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.