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Creating Calls to Action

There are four types of Calls to Action (CTAs) you can create to use within Follow-up Plans for your HRAs. This article will describe and explain how to set up each type of CTA.

First, navigate to the Calls to Action section of the Management Portal via the top navigation bar.


Any existing CTAs will be shown in the table. Click the +Create New CTA button to add new CTAs.


Next, select the type of CTA you’d like to create: General, Social Sharing, Call Engagement or Other Apps. Clicking each tile will walk you through the set-up for that type of CTA. All CTAs can be previewed before saving.


General CTAs

Use this type of CTA for most of your needs. Complete the form with your CTA text, button text and either a website URL or phone number to be triggered when users click the button.

Note: Be sure URLs include either http:// or https:// in the form.


When finished, select the HRA(s) you want the CTA to be available for. For example, if you are creating a CTA for blood pressure screening, you may want to choose HeartAware and StrokeAware for this CTA. After selecting your apps, click Save.


You can create General CTAs that are available to all HRA types as well, such as for a smoking cessation program provided by your organization. You can later designate them to be used in Additional CTAs that are linked to specific user criteria, like current smokers.

Learn more about Additional CTAs…


Social Sharing CTAs

Social Sharing CTAs are used for promoting your HRA through social media platforms and/or email. Users will see a CTA asking them to share the HRA with their network(s). You can select two different platforms to promote within the same CTA.


When finished, select the HRA(s) you want the CTA to be available for, then click Save. In most cases, selecting All Apps works best for Social Sharing CTAs.


Call Engagement CTAs

Call Engagement CTAs are required if your organization is utilizing the Engagement Queue feature within the Management Portal. This CTA is used to identify and store contact information for users who request a phone call after completing the HRA.

Setting up this CTA requires additional information beyond the CTA text and button label/target. When a user clicks on this CTA type, a second page opens where a phone number is captured from either the user or the person completing the HRA on behalf of another (if available).

Example of a Call Engagement CTA. Users will see the screen on the right after clicking the button.



You will also need to provide additional text for users that will appear on a second page after the user clicks the CTA button. This text can further explain how the phone number captured will be used by your organization.


Finally, you will create the Engagement Queue where the phone numbers captured will be stored until a representative from your organization can reach out. Set up call commitment and required call attempts for your call-backs and designate which users should get notifications here as well. Click Next.


Once you have set up your CTA and Engagement Queue, designate which HRA(s) you want them to be available for and click Save.


Learn more about Engagement Queues…


Other Apps CTAs

The Other Apps CTA is used when you want to display other HRA types to the same user. Clicking the CTA will display a second page with a list of all available HRAs from your organization. If a user decides to continue to a new HRA type, their contact and other information will pre-populate the new HRA, simplifying completion for the user.

Setting up this type of app is similar to the General CTA type. The Management Portal will automatically append your other HRAs to the CTA when in use.


When finished, select the HRA(s) where you want this CTA available. Most often with this type, you will want to select All Apps. Click Save.


After saving, all CTAs will appear in the main table view. You can easily filter this table by CTA Name, CTA Type or a specific App (HRA) that the CTA is available for. You can also click to Edit, Copy, Preview or Delete any CTA from the system via this page.

Note: you cannot delete CTAs currently in use by a Follow-up Plan. To see which apps are using a specific CTA, click the number in the Uses column.


The Management Portal provides you with extensive flexibility in creating your Calls to Action. Taking advantage of the full potential of CTAs can make engaging with users and building relationships a simple process.


Learn more about Calls to Action section…
Learn more about CTA mapping…

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.