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