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HRA Management Portal Overview

The HRA Management Portal is a powerful platform that enables you to manage all aspects of your Health Risk Assessments: from app customization to user follow-up and nurturing programs to systems integrations like CRM and Marketing Automation to performance analytics… all in one centralized location. Every aspect of the portal is designed to make incorporating HRAs into your organization’s patient acquisition strategy a simple and painless process.

Read on to learn more about the portal’s features and capabilities.

Dashboard modules make it easy to set-up and monitor your HRAs

When you first log into the portal, you will see a dashboard of all the HRAs your organization has purchased.

A visual path makes it easy to track your HRAs through the set-up process and launch your HRAs. Simple 3-step modules are shown for each HRA on the dashboard. Each link connects you to the Customization, Follow-up Plan and Build a URL sections of the portal. You can also preview your HRAs from the module at any point.

Once your HRAs are active, you can easily monitor their performance and make changes at any time. Simply re-publish to make your changes live.

Each HRA module also includes data around whether or not the HRA is actively receiving traffic. This helps you to troubleshoot HRAs that are no longer receiving traffic. To streamline your workflow, you can easily filter which HRA Status you want to view on the dashboard.

Learn more about the Portal Dashboard…
Learn more about HRA Customization…
Learn more about Follow-up Plans…
Learn more about Building URLs…


Centralized content management for Emails and Calls to Action (CTAs)

Emails and CTA content are centralized in their own top-level sections of the Portal. All of your content is visible and easily maintained in one place.

Learn more about CTAs…
Learn more about Emails…



View all available reports by clicking the Reports link in the top navigation menu. You will be able to view multiple reports for HRAs, Follow-up Plans and more. You can also schedule reports to be delivered to you on a regular basis via email or SFTP.

Learn more about Reports….


Engagement Queues

Manage follow-up to users who have requested a phone call after completing the HRA.

Note: This section is only visible and accessible to Portal users with Engagement Queue Viewer permissions.

Learn more about Engagement Queues…



Connect your CRM or Marketing Automation systems through the Integrations link. Connected systems will then be available to use in your Follow-up Plans.

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


User & Account Management

Set up user permissions, vendor accounts and make administrative changes by clicking the links in the upper right corner.

Learn more about Setting up Users and Vendors…
Learn more about 2-Factor Authentication (2FA)…


If you need any help navigating the Management Portal or have features you wish to see added, don’t hesitate to contact your Client Success representative!

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.